Senior Tax Advisory Group

Senior Tax Advisory Group We specialize in providing strategies & guidance for those seeking a better lifestyle in retirement! Our goal is to help you achieve all of your goals.

Our team of legal, tax, and financial professionals stand ready to assist you with amazing customer service. We are your One Stop for all your retirement needs and concerns. Our Professionals

Tax Planning: Our specialty business is advanced tax reduction planning. Many of our clients enjoy the benefits of lower income taxes and, through our advanced planning, actually achieve higher income! Our t

ax planning professionals have the experience and knowledge to assist in whatever your needs are. Financial Planning: Our seasoned financial advisors have countless years of experience in providing clients with the best products and services to help them achieve a more secure retirement. Estate Planning: Our Elder Law specialists are well-versed in the needs of today's seniors. The focus is on what mattersmost to our clients, whether it be something as simple as a will, trust, or something as complex as a privatefamily foundation. Clients also realize the true benefit of having all of their Trusted Advisors communicating together under the same roof. COMMUNICATION IS THE KEY

Our Values

At Senior Tax Advisory Group, we believe that by providing our clients with the best products and customer services available we will help you feel more comfortable and informed. This leads to more peace of mind with your retirement plans. We do this by helping to Safely Secure Your Financial Future Today. Our Services

Advanced Tax Planning Strategies
Income Tax Preparation
Estate Planning
Wealth Preservation
CD & Money Market Accounts
Annuities
Life Insurance
Long-Term Planning/Alternatives
401(k) Plans
IRA Rollovers & Roth Conversions
and More! Our educational approach to planning involves our clients utilizing easy-to-understand concepts. Your Senior Tax professionals draw upon a full assortment of products to build a roadmap that is most suitable to your individual needs and desires. Disclaimer: Investment advisory and financial planning services offered through Simplicity Wealth Management LLC, a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Wealth of Colorado Inc, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Senior Tax Advisory Group. Senior Tax Advisory Group is a separate and unaffiliated entity from Simplicity Wealth Management LLC and Simplicity Wealth of Colorado Inc. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm.

You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas t...
05/08/2026

You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas to implement this strategy.

The progressive nature of income tax rates offers taxpayers the incentive to transfer assets to lower earning taxpayers. Why not your children? Here are some tips.

Want a lower tax bill? Your tax planning needs to start now!
05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

In a world of digital payments, how do you prove your tax deductions? Here are some tips.
05/01/2026

In a world of digital payments, how do you prove your tax deductions? Here are some tips.

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

Scams are getting more sophisticated and the IRS is a target. Here are tips to protect yourself.
04/24/2026

Scams are getting more sophisticated and the IRS is a target. Here are tips to protect yourself.

Con artists impersonate IRS agents to either intimidate people into making payments or turn over their personal information. Here are some ideas to ensure this does not happen to you.

Everyone should understand 529 savings plans. Here is what you need to know.
04/17/2026

Everyone should understand 529 savings plans. Here is what you need to know.

The tax code is filled with programs to be tax efficient when paying for educational expenses. One of the most popular is the 529 Savings Plan. Here is what you need to know.

With the mandate to eliminate paper checks, including checks used to issue tax refunds, the transition to virtual paymen...
04/10/2026

With the mandate to eliminate paper checks, including checks used to issue tax refunds, the transition to virtual payments is causing a mess. Here is what you need to know.

Over 1.4 million refunds are delayed and the number is quickly increasing. Much of the delay is due to the Presidential Executive Order eliminating paper checks. Here is what you need to know.

Time to make an estimated quarterly tax payment!
04/03/2026

Time to make an estimated quarterly tax payment!

Reminder: Tax returns AND first quarter estimated taxes are due by Wednesday, April 15th.

From American tax history to everyday money habits, this issue connects past and present. Test your tax history knowledg...
04/01/2026

From American tax history to everyday money habits, this issue connects past and present. Test your tax history knowledge, reset your finances, and rethink the tech ideas shaping your decisions.

Anniversaries have a way of bringing forgotten pieces of history back into view. As the United States marks 250 years of independence in 2026, we're reminded that money has shaped our national story in surprising and sometimes strange ways. In this month’s newsletter, test your own knowledge a...

Early withdrawals from most retirement accounts prior to age 59 1/2 come with a steep 10% tax penalty.
03/27/2026

Early withdrawals from most retirement accounts prior to age 59 1/2 come with a steep 10% tax penalty.

When you are cash strapped, your retirement nest egg can look very tempting to solve your immediate financial problem. Is it ever a good idea?

Here are the commonly overlooked deductions everyone should know.
03/20/2026

Here are the commonly overlooked deductions everyone should know.

The tax code is about 75,000 pages long, so it?s not surprising there are many overlooked money-saving deductions hidden within it. Check out this list of commonly overlooked deductions.

Not all income is taxable. Here are some to consider.
03/13/2026

Not all income is taxable. Here are some to consider.

While it seems there are taxes everywhere, there is also a lot of income that the IRS does not tax. Here are ten of the more common income sources that are tax free.

Address

6775 Rangewood Drive
Colorado Springs, CO
80918

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17195964844

Website

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