Accountant And Tax Planner
Personalized Financial Services, Investment, and Accounting Services
We make taxes simple, because life is complicated enough
Tax Planning & Savings
We work with you all year to make sure you pay as little tax as possible, so you can invest your income in retirement, education, or other ways. Tax problems are not a problem for our tax experts.
Integrity & Responsibility
We value the trust our clients have placed in us. With year around availability, and paperless options, we hold ourselves out to the highest standards of client confidentiality and service.
Peace of Mind for the Future
Never fear letters from the IRS or a state department of revenue. We help you stay compliant with success planning for either personal or business finances. Our team works to keep your financial health on track.
What we Do
We Cover an Array of Individual & Corporate Accounting and Financial Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is offers a full range of professional tax services.
We offer multiple accounting packages that target your specific needs. We provide strategic support. Our programs work for startups, growing businesses, and well established companies.
With our New Business Incubator, you start with the correct steps taking your business from concept to reality. You begin business right and your business becomes profitable – faster.
Financial Success Planning for your personal finances & active support you need to make your goals a reality. Unlimited access to your personal financial team who knows your finances inside and out.
Create friction-less symmetry between your business & personal finances. Reach your goals faster while understanding all the moving parts inside your business with our custom step by step action planning.
Life insurance helps protect your family from the financial impact caused by your death. The future of life insurance is now with a policy that provides “Living Benefits” allowing you to use up to 95% of your death benefit.
We take care of your financial health
We believe “Financial Success” shouldn’t be just for the rich and famous
You may not be a celebrity, but you deserve to be treated like one when it comes to the money you’ve worked hard for. We do the heavy lifting in your financial life so you can achieve your goals faster. Our simple, intelligent solutions streamline all your major financial needs – financial strategy, tax, accounting, investments, and insurance.
We believe taxes are only a small part of a much larger financial picture. We provide our clients with expert level help to reduce taxes, to simplify accounting, and to manage all areas of their finances. This results in each client feeling happier and making faster financial progress each year.
Since 1987 Cash Tracks Financial Inc. has been known for providing fast, professional accounting and tax services. With new ownership in 2004, Cash Tracks Financial Inc. added life insurance & investment services to better serve wide variety of individual and business clients. We build relationships by going the extra mile to offer custom-tailored insight, support, and guidance for each client. As a small firm, we focus on serving the unique needs of our clients on a one-to-one basis. We are accessible, flexible, and personal.
We provide assistance for those who have changed jobs and have a retirement plan (401k, 403b, etc.) with their former employer. Our consultations include discussing both the rollover options and the tax implications.
“When we reorganized our business two years ago Marcelino was there to help us all the way. He helped us set up all of our accounts and takes care of our payroll every week. His expertise in tax preparation has put my mind at ease. I”m not sure what we would have done without his guidance throughout this whole process. Marcelino is knowledgeable and honest and we look for to doing business with him for years to come”
“I’ve worked with Marcelino for many years. His professionalism and dedication to making sure our needs are met is outstanding. He is always available, returns phone calls and emails quickly, and never fails to give useful and helpful answers! I would highly recommend his services!”
Marcelino Dodge, EA
An Enrolled Agent, a federally licensed tax professional, is experienced in income tax preparation, accounting, and payroll services. He is dedicated in providing you with quality, guaranteed accurate tax returns and accounting services. His goal is to provide guidance for his clients to make informed financial decisions.
Whether you are start-up business owner or a seasoned business owner, we are experienced in bookkeeping, payroll, and compliance services. We assist many business owners of all types including sole-proprietors, LLC’s, Partnerships, S-Corporations, and C-Corporations. We provide a cloud based accounting system login to our clients.
We protect client data by only accepting information through fax, mail, drop-off, and the client portal. Client information is stored and available for client access through the secure client portal.
Both individuals and businesses benefit from year around tax planning, accounting, and payroll services. Our Business Growth and Personal Growth Bundles help you to set and reach your financial goals. Call (719) 336-8739.
Cash Tracks Financial Inc.
Cash Tracks Financial Inc.
117 W Beech St, Lamar, CO 81052, USA
When you need a financial or tax advisor, tax prep, insurance, or business guidance contact Cash Tracks Financial Inc.