Senior Tax Advisory Group - Colorado Springs, Colorado

Kim K.

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.

Marc P.

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 that's progress for a guy like me, believe me.

Hannah W.

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.

Justin W.

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 financial advisor has a job. Someone who helps people retire has a career. But Darian, April, Kathy, and the entire team at Senior Tax Advisory Group have a calling—and it shows in everything they do. They don’t just work with numbers; they work with people. They care deeply, they listen, and they deliver.

They’ve changed my life, and I have no doubt they can do the same for you. If you’re searching for more than advice—if you’re looking for a team who genuinely cares and has the expertise to make a real difference—don’t hesitate. Give them a call. You’ll be so glad you did.

Jane L.

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.

Kellwin2

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 stable. Thank You. F&D

Wendy J.

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 all your amazing help.♥️

Samuel A. J.

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