Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors

Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors

Reviews Summary

Clients consistently praise their financial advisors for exceptional service, expertise, and personalized care. Many highlight clear communication, patience, and tailored financial planning that instills confidence. Advisors are commended for making complex concepts understandable, offering prompt guidance, and prioritizing client needs. The overall sentiment is overwhelmingly positive, with frequent recommendations due to trustworthiness, proactive strategies, and stress-free financial management. Clients appreciate the advisors' dedication to their financial well-being and long-term success.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
QuickBooks
Xero
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
QuickBooks
Xero
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Contact Information

Address

4725 S Monaco St Suite 110

Denver, Colorado 80237

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

My husband & I have been working with Gus Skinner at Alpha1 for over 5 years. He is our financial adviser and CPA. He has done a wonderful job of advising us on how to maximize our investments and helping keep our taxes at a minimum. Gus is very nice to work with and has proven to be extremely trustworthy. We would highly recommend Gus to anyone looking for a financial adviser.

Lee Busto at Alpha 1 Tax & Wealth has been outstanding! Lee has provided us with sound financial planning and getting help with our taxes has been a game changer. We are big Broncos fans, and we like that the firm has Terrell Davis as a partner! Would be happy to recommend Lee Busto as a financial advisor to anyone who is looking for one!

I had the pleasure of working with Lee, and I can?t recommend him enough as a financial advisor. From our very first meeting, he demonstrated exceptional knowledge and a genuine commitment to helping me achieve my financial goals. Lee took the time to understand my unique situation and provided tailored advice that made a real difference. His communication style is clear and approachable, making complex financial concepts easy to grasp. I particularly appreciated his proactive approach in identifying opport

Lee has been amazing as a financial advisor. He took the time to understand what I needed and helped me set realistic goals. I always felt comfortable asking questions, and his responses were quick and helpful. Ali has been a great point of contact as well. Happy to recommend Alpha 1 for your wealth and tax planning needs.

I recently began working with Lee and I couldn?t be more pleased with the experience. From our initial conversation, he took the time to thoroughly understand my financial goals and current situation. I highly recommend Lee to anyone looking for a trustworthy and skilled financial advisor. He has truly made me confident in my financial future!

Working with Lee as my financial advisor has been such a game-changer! He really took the time to understand my goals and created a clear plan that makes sense for my life. I feel more confident about my finances and less stressed knowing I have a pro like Lee in my corner. Highly recommend if you want peace of mind and a solid financial strategy!

Alpha 1 Tax and we have been doing business for many years. Gus Skinner is our advisor. He is very good at explaining our current situation and at advising us for options available for the future. He makes himself available and is very responsive to our questions. Our portfolio consistently does better than the market. Gus is congenial and we appreciate the effort he puts into our investments. Our retirement financial situation was tenuous at best when we joined Alpha 1 but we are now retired and are financ

I would love to recommend Lee Busto as a financial advisor. Thanks to Lee's advice, my portfolio is looking healthy and my investments have grown substantially. If you want someone who can make finances easy and stress-free, Lee is your go-to.

We have worked with Gus Skinner since investing with Alpha 1 several years ago. He is always available to take our calls to discuss our portfolio and any potential changes we would like to consider. He is a CPA and certified financial planner and really takes ownership of making my wife and I feel valued as Alpha 1 clients. He is very personable and professional and always there to listen to our concerns and make adjustments as market conditions fluctuate. We feel blessed to have him guide our financial fu

Alpha 1 is the best. Gus is always professional and looking out for my interests. Outstanding meetup!

I have had a great experience working with Lee. As a fiduciary, he takes great care managing my assets. He is a reliable, hard-working financial professional, and I feel strongly about recommending him to anyone seeking financial planning or advice.

I switched to Alpha 1 Tax & Wealth and Lee Busto as my financial advisor/planner 18 months ago. Lee is extremely knowledgeable and always provides timely guidance. I am very happy with the personal and prompt service! I recently recommended Alpha 1 to my son who now also uses Lee as his financial planner.

I made a great decision to go with Alpha 1. My Financial advisor, Lee has helped me reach and exceed my financial goals! He and Ali make a great team - they are always readily available whenever I need anything.

I highly recommend Lee to anyone looking for reliable financial advice! Communication was excellent with him and Ali. I always felt informed and supported. I?ve seen positive results in my investments since we started working together.

Would love to recommend Lee and the rest of the guys at Alpha 1 wealth in Denver. Lee has been a great financial advisor for me restructuring my finances. Have had only great experiences here.

Gus at Alpha 1 Tax & Wealth Retiement Planning & Financial Advisors has been by advisor and CPA for about 7 years and he has been amazing. He has helped me maximize my tax refunds in addition to increasing my retirement portfolio so I don't have to wory about my financial future. I highly recomend him

Lee is a great financial advisor. He has been a wonderful professional to work with who is patient with all my questions and explains everything in a way I can understand.

Had the pleasure of working with Lee as a financial advisor. I simply cannot stress enough how fantastic my experience was! Lee went above and beyond to help me achieve everything I wanted. 10/10 would recommend ????????

I have had a great experience particularly with Lee. He is a valuable source of knowledge for all things financial planning and I felt very supported and in good hands with him! Highly recommend.

Lee is an outstanding financial advisor with a strong ability to navigate complex financial planning. His expertise and clear guidance have been invaluable in helping me make confident decisions about my financial future.

Lee is hands down the best financial advisor I have ever used. He helped me plan and meet my goals. I felt appreciated and heard the entire time.

I have had only great experiences with Lee and the team at Alpha 1 Tax & Wealth. Lee provided clear guidance and helped me create a solid financial plan. Thank you Lee and Ali!

We are thrilled with the outstanding job our financial advisor, Gus Skinner with Alpha1Wealth has done in managing our retirement funds. He truly understands our goals and has implemented a thoughtful strategy that makes our money work for us. We highly recommend for anyone looking for a trustworthy and proactive financial planner, to go to Alpha1Wealth.com and let Gus Skinner help you make your money work for you!

Lee has always taken care of me as a client. He is a very professional financial advisor and I love his young bright mind and how he considers all aspects in the planning process.

I have always had a great experience with it Alpha one. Gus Skinner has done an excellent job as a financial advisor, and has helped make my money grow. I feel comfortable knowing that he is keeping an eye on the markets and my accounts and will step in to make changes when needed. He has helped me to understand where and how to invest to achieve the results I am looking for.

Lee Busto - 10 out of 10! I've thought about getting a financial advisor for years but could never get through the first meeting with any of them. Until I met Lee - he's not pushy, and will talk you through everything in a caring and understanding way that is tailored to your specific situation, not that cut and paste bologna that so many other advisors seem to do. Give this guy a shot - you wont regret it!

I have been a happy client of Alpha 1 for many years. Gus has excelled as my advisor. I trust his ability to put my interests first and foremost. He answers my questions with knowledge and experience. In addition to my investments, Gus also prepares my tax returns. I would highly recommend Gus and Alpha 1.

If you?re looking for a financial planner who seamlessly blends expertise with a personal touch, look no further than Lee at Alpha 1 Tax & Wealth! I wholeheartedly recommend them as your go-to financial advisor and planner!

As always, enjoyed our meeting. Gus does an excellent lob of explaining things in a way that makes it easy to understand. i have been with him for years and my wife moved her investments here as well. We are very happy with are association with Gus and Alpha1.

My wife and I have been clients of Alpha 1 for many years, Gus Skinner being our financial planner and CPA. Gus understood our goals from the beginning of our relationship, from owning a small business, to today, now enjoying retirement. Gus has made changes to our portfolio over the years, always looking out for our best interests, never making us uncomfortable with choices made to our portfolio. Gus also is our CPA and has taken care of our taxes over the years. We have the utmost confidence in Gus, a

I am happy to recommend Lee Busto to anyone seeking a financial advisor. He has been great to work with! Financial planning has never been so easy.

Just wanted to shout out Gus Skinner! He has been our Financial Advisor and CPA for many years & has especially been a great help with getting my accounts in order, after the passing of my husband! He is very professional and makes me feel secure, I know I'm getting the best assistance with Gus!

Lee is great! He is great at explaining things and making them easy to understand. 10/10 recommend if you are looking for a financial advisor!

Lee Busto is an incredibly valuable resource for all things financial planning! He has given me so much confidence in reaching my financial goals, I couldn't recommend him or Alpha 1 more.

Lee Busto, and the entire team at Alpha-1 have been fantastic. We live in northern Colorado, and frankly never intended on hiring a firm out of Denver. We want the ability to come and meet with advisor in person, and have someone that?s in our community. However, we still actually feel like we have achieved that and working with Lee and his team. Last year we made a change from our previous financial advisor relationship that was in place over 10 years. It was one of the most challenging processes I?ve ever

If you need a competent and personable financial advisor Josh Park with Alpha 1 tax and Wealth is your guy. He was able to explain some complicated tools in language I could easily understand. I had some bond investments which were under performing which he moved into guaranteed minimum return products? good move!

Lee is a very knowledgeable financial planner and great to talk to about investments. We?ve discussed several different scenarios over the years, and his advice has always been clear and helpful.

Alpha 1 has been great for my husband and I so far. They are able to not only with help us make the right investment choices for our lifestyle and retirement goals, but also think ?big picture? when it comes time for withdrawing money. Lee Busto was assigned as our financial advisor/planner. Although we have never met in person, we have had several meetings over zoom, which have been instrumental in guiding us on how to manage our money and keeping aligned with our personal goals. Lee has several creative

I have known Lee for years. He is an excellent financial advisor, offering clear, personalized guidance that makes complex decisions easy.

I managed my finances for my entire career. I realized that I needed help with finances and taxes to get the most out of my retirement. Andrew Perry and Gus Skinner have provided the stability, planning and relief that I deserve. I can now confidently enjoy my retirement and maintain generational wealth for my family. Thank you Alpha One Tax and Wealth

Lee Busto is incredibly knowledgeable. He takes his role in your financial health & well being very seriously. In a world where customer service/ communication is a lost art....it's not lost with Lee!!

Lee Busto is an exceptional financial advisor with deep expertise, a personalized approach, and a genuine commitment to client success?highly recommended!

Happy with the results of working with Lee at Alpha 1 Tax & Wealth. If you are looking for a Financial Advisor in the Denver area, make sure you get your free consultation here first!

My experiences with Lee Busto and Gus Skinner have been informational, friendly, and I trust that they have my interests as their priority. I appreciate the integrity of their whole portfolio approach in managing my finances and work together to meet my goals. I?d recommend Lee and Gus for your financial needs.

Lee has been awesome to work as financial advisor! I highly recommend him for managing my assets.

As my Financial Advisor, Gus takes the time to explain the options and account performances to ensure I am comfortable with my investments. He is quick to reply to questions or schedule an appointment to talk in person.

Lee has been fantastic. He hasn?t pushed an agenda. He?s taken the time to explain multiple products/investment options. Most importantly, he?s been accommodating to my schedule and has been happy to meet and discuss outside of normal business hours.

About a year ago, I wanted help with my finances. I contacted Alpha 1 Tax & Wealth and met with Lee Busto. I am So grateful I met him. He reviewed my situation, made recommendations, & helped me move forward in the best direction for me & my finances. Lee has kept me up to date and communicates with me periodically. I am glad I chose Alpha 1 & Lee. I'm in good financial care! I have great confidence in him to help me get to where I need financially. Thanx Lee!

I recently met with Andrew Perry for a complimentary portfolio review. He was incredibly articulate and very professional during our first meeting. He asked many important questions, bringing to light an understanding that I did not have previously. Prior to our follow-up meeting, Andrew took the time to thoroughly review all aspects of my investments, leading to a summarization in detail, of my portfolio?s strengths and weaknesses. I was so impressed by his knowledge, his plain English explanations, his ad

I have had the pleasure of working with Gus Skinner for several years for both tax preparation and investment management. I cannot recommend him highly l enough. He is knowledgeable and is willing to go the extra mile to help you obtain any information you may be missing. His expertise and professionalism is appreciated.

Lee B is extremely knowledgeable and takes the time to help me understand my finances and how to best set myself up for future success! He also helps to connect you with other trusted processionals and is a great resource!

Lee truly made me feel as though I was a top priority at all times. He is attentive, direct, aggressive (when he needs to be), and explanatory for those of us who are not financially minded. My accounts have never been as productive and profitable than under his guidance! Would highly recommend!

Lee has been great and helps us understand complex financial in a simple manner. They also have a tax office which has really helped in figuring our Roth Conversions. We also are located about 3hrs from Denver and after becoming clients Lee drove all the way to see us and have a meeting with us, it is rare to find someone that cares that much about his clients!

Lee has always been great for anything related to retirement and investing, he is always there when I need help or have questions. He has helped me grow my net worth effectively !! Highly recommended

Lee Busto is a wealth of financial information as a financial advisor and all around exceptional human being. Alpha choose well to align themselves with him.

Lee has been an amazing financial advisor! Great guy who has made me confident in investing.

Lee is both knowledgeable and approachable! Making him a fantastic financial advisor! I highly recommend him.

Lee goes above and beyond to help our family and makes sure we are taken care of! He is very knowledgeable in everything he does. Would recommend again and again!

Lee and Ali are exceptional! Alpha 1?s advisory services would make anyone comfortable with planning out their financial future!

Where professionalism meets friendliness, Lee Busto is the real deal, and has my full recommendation as a financial advisor. Is there an option for six stars!?

Lee is a great and down-to-earth financial advisor who makes everything easy to understand, and I recommend him to anyone looking for trustworthy guidance.

Love having Gus as our financial advisor. He has proved to be very trustworthy and has really helped us manage through our retirement funds. Every meeting with him is enjoyable, as well as educational. We highly recommend Gus.

I?ve been working with Gus from Alpha 1 Tax and Wealth for over 5 years. He?s fantastic. You know you have an ally when you work with Gus.

Lee Busto has helped me set a great financial plan for me that makes me feel good about my future. I highly suggest Lee as a financial planner.

I feel much more secure about my financial future since meeting Lee Busto - I highly recommend him to anyone looking for solid financial guidance.

My mom has been a client for several years. Gus has been a great CPA & advisor. Highly recommended!

I came to Alpha 1 to get help with retirement planning. Lee has been great. He made me comfortable and gave me the confidence to move forward with my plans. He is smart and kind. A great combination. Thanks Lee!

Gus is a trusted financial advisor. I am very pleased with him. My account is up considerably since I started using his services.

Lee was the first person to truly help me understand my PERA benefits, him and the team at Alpha 1 Tax & Wealth are great! It gave me the confidence I needed to make decisions that will last for years to come.

Lee went above and beyond to explain everything to me step by step. I feel very confident suggesting Lee to anyone looking for a financial advisor, today!

Lee at Alpha One has been helping us with our financial affairs through transition into retirement and has been great to work with. We?re very happy with his attention to our best interests.

Lee has been great and I can confidently say that he is one of the best advisors out there. He is professional and genuinely cares about my best interest.

Lee at Alpha 1 has gone above and beyond for us and we could not be happier with his service. He is very attentive and responds quickly when we have questions. Highly recommend!

Lee is a great financial advisor. I am lucky to have him as a resource

It is a pleasure working with Gus Skinner. He is always available to answer questions and has my best interest in mind.He is very knowledgeable of market trends and manages my account quite well.

I learned so much about financial planning from Lee! Would Highly recommend, he?s the best. ?? ?? ?? ?? ??

With a world of many options I?m happy I chose Lee to help with my future retirement. Lee helped me understand my options with my county retirement plan and he is extremely knowledgeable and keeps things simple.

I have heard great things about Lee B and look forward to meeting with him as my financial advisor..

Lee gave excellent financial advice, was always available to answer my questions, and helped me feel confident and secure in my financial decisions.

Alpha 1 has been a great experience for us. They listen and care about keeping our portfolio diverse and what works best for us! Lee and Gus have been great to work with!

Lee?s financial planning expertise is second to none?highly recommend him as a financial advisor!

I went to talk to them about investing . The guy flat out told me he won't even look at anybody who doesn't have $10,000 cash.

Lee is very knowledgeable Financial Advisor. His advice is extremely helpful.

I have recently retired after 44 years of being a Electrical contractor. I knew enough- that I didn't know enough of - What does retirement look like? What are the steps? I first found out about Alpha 1- from my wife and watching a Alpha 1 retirement 30 minute segment on Saturday mornings with Stewart. He talked layman language. Between him and JD they have given me the confidence in that I can retire and it's going to be a good chapter of my life! Thankyou to them !

My CPA Gus Skinner is so very helpful and very knowledges and always helpful my financial. Thank you Gus forever everything.

Gus Skinner has prepared my taxes for the last 8 years and handled my investments. I am more than pleased with the service and the outcome.

Lee has always been able to explain complex financial concepts in a clear and understandable way. He has always been readily available to help with any concerns I have.

If you need a great advisor, Lee is the one. Highly recommend his services!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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