Senior Tax Advisory Group

I have been with Senior Tax Advisory Group for 5+ years (about two years before I retired). The Group was recommended to me by a friend. Kathy L. was very astute in making the right call for my investment accounts and setting me up for retirement. Rona has helped me immensely in the paperwork. My most recent annual review was with Al. I appreciated his ability to explain my accounts in a very understandable way. I also am grateful with their team approach (Kathy and Al) to their clients. I highly rec

Very helpful for 90! Had confused situation about notifying the state! Did I have to MAIL the tax form myself? I thought YOU would send it yourself either by mail or digitally? I was confused that I needed to get it mailed ASAP! So was it digitally delivered to the State, I have no confirmation that it was???? James

Betty knew exactly what was wrong in a few minutes. So knowledgeable and pleasant. Didn?t make me feel like an idiot after reviewing my state tax and finding my error. I would highly recommend this company.

What a wonderful change from last year's fiasco with Apex! Appointment was easy to make, the return was done when they said it would be, and filed when they said it would be. My wife and I are just thrilled with the people at the Senior Tax Advisory Group and we recommend them to anyone looking for reliable and professional service!

Robert and I appreciate STAGs professionalism as well as their care and concern for us. They don't hesitate to answer questions we may have and treat us with respect and kindness. We also like the fact that one person prepares the taxes while someone else delivers the final product. Thank you doesn't seem to be enough!

I am planning a move in the next year. At my appointment, the staff helped me figure out my financial path do's and dont's . Answered all my questions and made me feel at ease with the next journey in my life. I will miss everyone and thank them for watching over my financial needs for years and hopefully for a long time in the future. Thank you..

I transferred my tax preparation to this company for the CY 2024 tax year. I am amazed how efficient and professional they are. They completed my Income Taxes and went over them to make sure I fully understood the documents. Recommend them very highly.

The staff at Senior Tax Advisory Group are always helpful and assist me with my financial questions or inquiries. They are easy to talk to and can usually see me on short notice. I highly recommend their services to anyone seeking advice on retirement investments.

Senior Tax Advisory Group has provided invaluable financial guidance over the 11 years my wife and I have been clients. Their recommendation to diversify our investments with a combination of IRAs and annuities is proving spot-on now that we've retired and with the current market volatility.

I had never sought out professional tax help before. The staff at Senior Tax Advisory Group were helpful, informative, and courteous through every step of filing my taxes. I would highly recommend this business for your tax needs.

Alway satisfied here! Great friendly knowledge group in EVERY aspect of this business. They really do care for their clients and prompt appointments. Love their office dog!!!

I only wish I had known about Senior Tax Advisory Group many years ago knowing what I have experienced and learned from them since my first visit some time ago. From being burned by other financial institutions over past years I wasn't sure if I would ever trust anyone to make financial planning decisions for me ever again, yet I have. I have learned to trust everyone and feel confident in the decisions they make knowing I can go to bed each night and sleep soundly without having any second thoughts. And th

Been using Senior Tax Advisory Group for years, always professional and a pleasure to work with. Would recommend them if your like me and dont do your own taxes.

Excellent, professional service. I have full confidence in Senior Tax Advisory Group with all my financial needs. I always receive a warm welcome and know any questions and concerns will be addressed promptly. I highly recommend them to family and friends. Love to visit with Oliver when I am there. This last visit was no different. They did an excellent job on my taxes, saved me money and had great suggestions on how to save even more money. The whole team feels like family.

In a world filled with financial advisors who treat what they do as just a job or a career, it?s rare to find a group who approaches their work as a true calling. Over the past 15 years, I?ve worked with many advisors. When asked what they do, most will tell you they?re financial advisors. Some might even say they help people retire. But when I met Kathy from Senior Tax Advisory Group and asked her the same question, her response was unforgettable: ?I change people?s lives.? That?s the difference. A financ

Everyone is so very nice and very helpful! They have made our lives so much easier and they explain everything that we don't understand. We appreciate them so much.

We have had the pleasure of working with STA for almost 10 years. Our STA team primarily consists of Kathy, Steve, Spencer, Michael, Rona, and Katelin. They each bring an expertise to managing our personal Investment, Estate, Retirement, Trust, and Tax Planning portfolios. At no time have we ever been dissatisfied with their advice and how our wealth portfolio was handled during turbulence with the stock market and the world?s economic situation. We can always depend on them for keeping all our assets s

Appreciate the information that was given to us. It?s a relief to know that our finances will be in good hands. And our disabled son will be taken care of financially.

Folks at Senior Tax Advisory Group were professional , honest and helpful. They explained everything to our satisfaction.

I had another great account review with Al; especially considering this volatile period in the market. I believe, together, we agreed on the best strategy moving forward. I am excited about the potential for the days ahead. In this economy, that says an awful lot.

I am so pleased with the services of Sr. Tax Adivsary. I have been coming here for years and appreciate how orgnized they are and the friently admin staff to the tax preparers. Thank You so much. I know I am in good hands.

I chose to use Senior Tax Advisory Group because of their reviews on Google and was not disappointed. My father passed away and unfortunately left behind quite a mess with his personal taxes. Senior Tax Advisory Group helped square away my father?s personal and estate taxes. The staff was so welcoming, informative and kind. I would highly recommend this company for all of your tax needs.

Very professional and knowledgeable. Second year using Senior Tax and I would recommend them to anyone in need of tax help.

We absolutely love Senior Tax Advisory. You can make your tax appointment on line really early and their personal process you taxes very fast. (providing you have all documents) ready. ALL of their personnel are sooo very personable, they all know you by name. That is so comforting these days, they know you personally. They have all of your investment information and the details are easy to follow. You are missing out on their experiences for the best investments and tax service! Thank you so much for al

I was referred by a neighbor and will say that I am very happy with their service, professionalism and timeliness . I highly recommend this group!

They have earned my trust over these many years. I would wholeheartedly recommend them to any person that is looking for a fiduciary to assist with their financial affairs.

I'm so glad I found Senior Tax Advisory Group. They developed a comprehensive retirement plan for me and handle my taxes as well. They are friendly, knowledgeable and very pleasant to work with. I highly recommend them.

We've been associated with STAG for a very, very long time. We wanted an all-in-one service for not only financial advice and handling of our retirement accounts, but also for legal assistance and our tax returns. In all these years they have never let us down. Such integrity! Very friendly and caring staff.

Senior Tax has always been very helpful and caring about me. Feels like family.

We had been using Senior Tax advisors for several years while we had a business and they always provided the best advice and services. Went to Florida for 4 years after retirement and then returned just this January and then connected right back up with STA and they have our full confidence in their service. We highly recommend Senior Tax Advisors.

The wonderful people at Senior Tax Advisory Group have been wonderful about helping us manage our finances in retirement. Their services are appreciated more this year than ever, for heling us navigate handling my mother's estate.

I have been with Senior Tax Advisory for over 11 years. They have been nothing short of amazing with our taxes, insurance needs and financial planning. Kathy is awesome. She really cares about her clients. The staff has been so helpful and friendly. No matter where I live they have been there for me. Albert was great and helpful with my meeting. I feel very secure, regarding my financial advice and insurance with Senior Tax Advisory.

Al was excellent at answering all of my questions. Showed interest in my future plans and wished me well.

STAG has prepared our taxes for several years and we have been pleased with their work. They conduct a thorough review and explanation of each completed form providing opportunities for Q&A. Professional, pleasant, and client oriented. Highly recommended.

It is extremely difficult to come up with new superlatives to describe the group at Senior Tax. From Darian at the top all the way to the Rachel who answers the phones and greets you when you arrive, every person is above reproach. They are friendly, professional, and knowledgeable, to the point of becoming viewed as family! 5 stars are not enough for this group. 100 stars would be closer to the appropriate value. They are simply the best!

The people at S.T.A.G. are, quite simply, the best. Very caring, professional and fun to do business with.

Al did an excellent job of reviewing the basics of my financial product. We not only determined the best strategy going forward but he also gave me options to think about going forward. I was treated with respect and my concerns were addressed even though my net worth is abysmal. I'm looking forward to next year's review with Al.

Very good experience. I will return next year. Thank you, for all the good advices you gave me.

We are very happy with the way our taxes are being handled and thankful that we found you. Everyone we have dealt with last year and this year have exceeded the tax preparers we have used in the past 3 years in knowledge, helpfulness and consideration. Thank you!

Sr Tax Advisors was recommended to me years ago. I have been seeing Van and Troy, ever since! Such a great team of people work there and provide the Best Customer Service, EVER!

We have never been happier with senior text. They take care of our financial needs and make sure that we are going to have a wonderful retirement. Love Kathy and all her wonderful information. Such Pleasant people, mike, Rana Etc

I have been a client of Senior Tax Advisory Group for about eight years. Everyone in the office is professional, understanding, patient, friendly, and extremely knowledgeable. They are all terrific human beings. Senior Tax handles my financial matters, income tax returns, estate planning, and anything else I need advice on. They are prompt and efficient in everything they do. They have done an exceptional job in handling my money. I trust them totally. Thanks, Senior Tax!

Regarding the latest phone contact made with My Service Provider, who was very efficient and knowledgeable. He provided an overview of my account and answered my questions about increasing growth. He connected to the holding Company and quickly got on the phone with an agent, while I was on the line, to update the changes I was making to my account. No long waits on hold. Pleasant and understanding of my needs.

Senior Tax Advisory Group has handled my accounts for several years and has always had my interest in mind. They stay up to date with changes in the market so that they can best serve me.

Senior Tax Advisory Group (S.T.A.G.) is a great company to help you with all your investment needs and also help you with your taxes as well. Speaking today to one of their investment advisors AL, He explained investment strategies concerning investments and what they thought would be the best strategy moving forward. They will find you the right investments to help you set up and secure your financial future. They will do all the leg work for you and then explain to you what they did. Your in good hands wi

STAG has been our tax prerparers for severl years. I would not use anyone else.

These guys are so amazing. They are on top of their game and provide A++++ service. My mom wouldn't trust me to know her finances but she did these guys. I agree with my mom. I know they have my best interest when it comes to my finances. I would highly recommend these guys.

We were invited and attended a seminar with Senior Tax Advisory Group years ago and it was the best decision we ever made. They took our assets and multiplied them so we can live comfortable in our retirement years. We are very thankful that we listened to them and would recommend them (and have) to anyone.

This is our first year having STA prepare our tax return. The process was so thorough and the service so professional, we left with a detailed understanding of our return and complete confidence in the results. We are here to stay!

Senior tax team is a great group of professionals who have combined our tax and investment strategies to maximize our retirement. We very much appreciate everything they do for us

Got a great review of accounts by telephone due to a snow day. All good!

I've had the best experience with Senior Tax Advisory Group. I found them to be highly knowledgeable, very thorough, and detailed oriented. The entire staff is super helpful and friendly, and I would definitely recommend them. Filing taxes has never been easier. Thank you!

We have been with senior tax advisors 9+ years and they have done nothing but good things for us. Walk in the front door we are greeted by Mike with a smile on his face. Everyone that sees us greets us with a smile and knows exactly who we are. Our advisor is Kathy and she is one of the best advisers that we?ve ever had for our financial means. We meet with her on a regular basis and we review our accounts. We are very happy how they are handled and how they are watched for us. We would recommend them to a

I've been with Sr. Tax Advisory Group for 10 years. They seldom disappoint. Any problems were sheerly because of the pandemic and even then, they made many procedural adjustments to make their tax services easier for the customer.

Wonderful service from entire staff. Couldn?t be more pleased. Thank you

warm and friendly yet professional I am greatfull for the relationship.

After being recommended to STAG by a friend, I have never looked back. The staff are more than wonderful, welcoming (for Mike and Sharon), and completely trusted to work with (for Kathy, Rona, and Betty and Troy). I feel safe in my retirement knowing I am in their hands and my business appreciated. Thanks to all.

"Tina" said it first: SIMPLY THE BEST ! Profession & Knowledgeable experts with a keen eye for even the most minor detail. Long time customer, and will continue as such until "Death & Taxes" do us part !

I have never been happier with a team of experts like all those who work at Senior Tax Advisory Group. They are all great at helping with all my needs: Preparing taxes, advise on my investments and planning for retirement. Plus all of the workshops, they the hold quite often. The annual BBQs and Christmas parties they put on for all clients. I love the patriotisms. I love the whole staff.

I have been part of the senior tax group since 2007. The staff is friendly, courteous, responsive and professional. They have done a wonderful job and I highly recommend them.

My wife and I have been with Senior Tax Advisory Group for ten plus years and are continually impressed with their careful and complete care, wisly assisting and recommending the best course of action in managing and maintaining our Financial Portfolio. Their team of professionals are definately watching out for our financial welfare. We have peace knowing that they are caring for every need that we have financially. They definately deserve 5 Stars.

I have been with Senior Tax Advisory Group since 2008. I used them as a Financial advisor and Tax preparer. On both counts they have been great Very professional, knowledgeable and a great partner in helping me through the many financial mazes. I would highly recommend them what ever your financial needs might be.

I have been a client for 10 years and have been extremely pleased with the services I receive. They helped put me in a great position for my recent retirement, The entire team is helpful and pleasant to work with. I have recommended them to my family and friends.

These are some great people. They truly care about keeping you on track for your retirement. They take the time to explain everything in a way you can understand. If your looking for a trustworthy caring financial advisor, you should really consider these guys!!

Very courteous and knowledgeable staff members helping us "mature" people make the most of our retirement. My interactions with them have been very positive and they definitely have the best customer service around. I was devastated by an unexpected layoff after 18 years with the employer. This group offered smart choices for me and turned my forced retirement into a positive income producing experience. Unlike the majority of financial advisers/managers, they will not sell you anything. Yes, that soun

First time user.....I will be back. Staff is courteous, knowledgeable and friendly.

All of the Financial Advisers are very knowledgeable. They work for you, with the financial knowledge to help you. They are amazing!!!

I have been a client with Stag for several years so obviously I am very happy and love the wonderful care I always receive. They are all awesome and friendly.

I am satisfied with Senior Tax Advisory Group and the people who have provided me with advice re. my investments. Everyone I have dealt with has been helpful in helping me to avoid the "pitfalls" connected with financial investments.

Today's visit 7/18/23 Al caught everything up to date for me , sent me copies . Renewed my faith in Senior Tax Group. As I have felt my small account was of no account . Than you.

Three things come to mind about Senior Tax Advisory group. The first is outstanding customer service. They care about their clients and they treat them like family. The second is the breadth of the services they provide that include tax preparation and analysis, legal consultation for wills and estates, and retirement planning with an emphasis on income streams. The third is the old fashioned values and patriotism that influences everything they do from top to bottom while conducting business.

I appreciate Troy's explanation of my tax return. He never rushes me and he's always willing to explain things to me so I understand what he's talking about. He is excellent. Thanks, Ginny Beteille

Always professional and polite. Have been with Senior Tax since 2014 and my parents used them prior to that. They have done a great job managing all my accounts. Would definitely recommend them!!

The entire staff is super friendly, knowledgeable and helpful. They work together very well to meet the needs of clients. We have been trusting them with our financial needs for 20 years and they have always had US in their best interest.

One couldn?t ask for a more proficient tax preparer than Senior Tax Advisory Group. They?re top-notch in my book. Plus they do more than taxes. Check their web site for many wonderful options for your financial concerns. I have had them as my tax preparer for many years now and am thoroughly pleased with service.

Senior tax advisory group met or exceeded my expectations. All went like clock work and we look forwqrd to working with you more in the future. Sincerely, dan e. chesney

We have worked with Senior Tax Advisory Group for years, as well as has my wife's 91-year-old mother. All of us have been very happy with their friendly and professional staff.

We have been using Senior Tax Advisory Group for taxes, investments, and estate planning. They are awesome!! So helpful, courteous and reasonably priced. We highly recommend.

I've always received a warm welcome. It was especially appreciated when my son-in-law and daughter came with me from Highlands Ranch to meet with Kathy and Darien. We were treated like old friends (well I am the old part and have been meeting with Darien since he started senior Tax.) Lorry Lutz

The people here are fabulous! They take good care that we understand what the choices are, We have been with them for almost three years and we are very satisfied.

I love this company. They make you feel like you are family and I have received excellent advise on my financial ventures. Thank you so much

Wow. What was I waiting for? I've always done my own taxes through Turbo Tax. but since I started my own company I thought I'd give the Senior Tax Advisory Group a try. They have my business forever! Mark Slater worked on my taxes and he made a difficult process easy through his patience and incredible knowledge of the ever changing tax laws. Senior Tax Advisory group did both my business and private taxes for an unbelievably reasonable flat rate. It's taken one big, prograstinatey, headache away from

It all started probably over 10 or 13 years ago when I was looking for someone to do our taxes for my husband & I. We were Getting frustrated with Turbo Taxes & that was a nightmare to us. Luckily my coworker at the time mentioned her father does his taxes at Senior Taxes Advisory. So, I called & set up an appointment. We met with Betty (a lovely caring- warm lady) that made us feel at ease & stress free when going over our taxes. Husband & I were so happy with the results that we got, that we been seeing B

I hav always been pleased with my experiences at Senior Tax. Been well taken care off and their employees were always very helpful and answered all of my questions.

I find all the staff to be very caring and helpful. Your service is a great kindness to older citizens. I'm so glad I was told about you.

We have had good experiences with Senior Tax Advisory Group for years and recommend them to others. However, I do not appreciate a large, loose dog in the office.

We have bee with senior Tax for about 12 years and they have always been great for us in investing, tax prep and helping us with information for loan prep to buy a house.

Senior Tax is great! Very thorough and clear about all investments and transactions. Thanks Kathy!