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.
Marcelino Dodge, 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 and Personal Business Care Bundles help you to set and to reach your financial goals. Call (719) 336-8739 or click here to schedule your FREE Mutual Exploration Session
Tax Savings & Solutions
Our tax experts have the skills and know-how to make sure you meet all your tax obligations without paying a penny more than you owe. If you have tax problems, we’ll help you resolve them and get a fresh start.
Integrity & Responsibility
Trust is the cornerstone of a successful business or financial relationship. From providing honest advice based on sound analysis to saving trees with paperless options, we hold ourselves to the highest standards of client service. That means peace of mind for you.
Peace of Mind for the Future
Whether it’s family financial security or the ongoing growth of your business, long-term success comes only with in-depth analysis and careful planning. We have the knowledge and expertise to set you on a solid path toward your goals, so you can relax.