C & E Financial Services

C & E Financial Services “Trusted tax preparation services for individuals and small businesses.” Ms. We believe in guiding you to financial success through educating you financially."

C & E Financial Services, Inc is well-established Financial Planning business based in beautiful Aurora, Colorado. As a woman owned and operated organization, C & E Financial Services provides a wealth of services through a variety of methods. Founder and CEO of C & E Financial Services, Charise Manuel, is an entrepreneur, and expert tax preparer and financial planner with over two decades of expe

rience. Manuel holds a Bachelor of Science Degree, Associates Degrees in Art and Accounting, as well as a General Associates Degree and a Financial Planning Certificate. "We understand how complicated taxes can be, that’s why we show individuals and business owners how to reduce taxes drastically, efficiently and legally. We identify mistakes and missed opportunities that cost you thousands of your hard-earned dollars! Our mission is to assist our clients in becoming financially secure," Charise Manuel explains, "After all, it doesn’t matter how much you make if you don’t keep any of it. C & E Financial Services, Inc provides a broad range of tax, investment and financial planning services that include:
• Tax Preparation
• Tax Planning
• Financial Literacy Workshops & Seminars
• Bookkeeping
• Payroll
• Financial Planning
• Comprehensive Financial Analysis
• Life/Health Insurance, Investments
• College Planning & Savings Estate Planning
• Retirement Planning
• Business Succession Planning
C & E Financial Services always has their clients' best interests in mind. Their main mission and objective is to work directly with clients to develop a personalized plan that will best secure their financial future. "Whether it's tax preparation, tax planning, financial planning or financial literacy classes, we are here every step of the way to help you achieve your financial goals," Charise assures clients

Getting your tax refund quickly is on the minds of millions this time of year. Here is what to expect and how you can ke...
03/22/2024

Getting your tax refund quickly is on the minds of millions this time of year. Here is what to expect and how you can keep track of yours.

Once your tax return is filed, it is often a waiting game to get your refund. Here is what to expect AND what you can do to keep track of your refund status.

Some audits are unavoidable, but many are by being thorough and prepared WHEN you file your tax return. Here are some su...
03/15/2024

Some audits are unavoidable, but many are by being thorough and prepared WHEN you file your tax return. Here are some suggestions.

Here are ideas to avoid some of the more common audit triggers.

03/08/2024

New rules for deducting mortgage interest are causing confusion and adding additional documentation. It's more important than ever to understand the numbers on your tax forms.

03/01/2024

Time is short to file your S corporation or partnership tax return. The due date is March 15. Here's why you need to file on time.

Year end is a great time to make sure your tax deductions have the documentation necessary to prove your deduction.
02/23/2024

Year end is a great time to make sure your tax deductions have the documentation necessary to prove your deduction.

Very few banks return your cancelled checks. So what do you need to do if required by the IRS to prove your deductions? Often this means staying ahead of the game at year-end.

To avoid capital gains tax on the sale of your primary residence, you must have owned and lived in it for at least two o...
02/16/2024

To avoid capital gains tax on the sale of your primary residence, you must have owned and lived in it for at least two of the past five years.

The possibility of capital gains tax should be understood before selling your residence. Tax surprises here could be costly!

Your tax return is STUCK. Here are the common reasons...
02/09/2024

Your tax return is STUCK. Here are the common reasons...

One of the most frustrating things during tax season for taxpayers AND professionals alike, is delays in filing your return. Here are the most common causes for delays.

Hint. This simple review can readily lower your taxes.
02/02/2024

Hint. This simple review can readily lower your taxes.

One of the most often overlooked places to lower your taxes is your paycheck. Here are some tips.

Reminder: Q4 estimated tax payment is due Tuesday, January 16, 2023.
01/05/2024

Reminder: Q4 estimated tax payment is due Tuesday, January 16, 2023.

Plan now to make your 4th quarter estimated tax payment.

Great tips to make your tax filing hassle free!
01/03/2024

Great tips to make your tax filing hassle free!

A new year means filing your 2023 tax return is right around the corner! With tax documents such as W-2s and 1099s arriving soon in your inbox and mailbox, this month’s newsletter has some tips to help stay organized this tax season. This will help you file your tax return (and potentially get...

Happy new year! Here are some tax ideas to get you started right.
12/29/2023

Happy new year! Here are some tax ideas to get you started right.

The holiday season is over and the new year is upon us. Why not consider starting the year with some tax smart ideas.

Having a new baby or know someone who is? Here are some tax saving tips everyone should know
12/22/2023

Having a new baby or know someone who is? Here are some tax saving tips everyone should know

Babies and kids bring plenty of upheaval to the lives of parents. Thankfully they also bring some breaks parents can use to reduce their tax burden, and friends and family can help! Here are some tips everyone should know.

Address

2620 S Parker Road, Ste 261
Aurora, CO
80014

Telephone

+13039235315

Website

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