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Welcome to Larson Tax & Financial, Inc.
Broomfield, Colorado

Our goal at Larson Tax & Financial is to provide you with expert guidance and innovative solutions that are right for you, and for those who depend on you. Whether focused on your personal finances, your business or both, our team of financial specialists and advisors will create individualized solutions to help you pursue your financial goals.

We encourage our clients to contact us throughout the year when issues arise that they think may affect their taxes. We believe it is better to be proactive than reactive and to know how transactions will affect the tax return before they occur, not after.

At Larson Tax & Financial, Inc. we specialize in helping our clients achieve greater financial peace of mind.

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

How Income Taxes Work

A quick look at how federal income taxes work.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Surprises

Making the most of surprises is a great reason to work with us.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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