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.

Looking for tax-free income? Here's a list of the more common types.
06/19/2026

Looking for tax-free income? Here's a list of the more common types.

There's a lot of income the IRS doesn't tax. Here are a few of the more common types.

Social Security planning starts at an early age. Here is what you should be doing now!
06/12/2026

Social Security planning starts at an early age. Here is what you should be doing now!

Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

Let's Shred Some Docs Together!
06/05/2026

Let's Shred Some Docs Together!

Reminder: Second quarter estimated taxes are due Monday, June 15th.
06/05/2026

Reminder: Second quarter estimated taxes are due Monday, June 15th.

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 15th.

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!
06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared...
05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

There's still time to lower your tax obligation. Here are five great ideas to consider.
05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.
05/15/2026

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

Drive-Thru Shred Event!Thursday, June 11, 202610:00 am to 2:00 pm or UNTIL THE TRUCK IS FULLGather up those old bills, t...
05/12/2026

Drive-Thru Shred Event!
Thursday, June 11, 2026
10:00 am to 2:00 pm or
UNTIL THE TRUCK IS FULL
Gather up those old bills, taxes, financial statements, receipts & any other sensitive documents for secure shredding.
This event is free and open to the public
USE THIS LINK TO LET US KNOW YOU ARE COMING
https://survey.zohopublic.com/zs/sYCljy

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.

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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