Helping you achieve financial success!
Who We Are
We are a financial services firm located in Arvada, Colorado. For more than 20 years, we have been providing exceptional and value-based financial services to our clients. Our services transcend accounting to include virtually every aspect of your financial life. Some of our services include tax preparation and planning, wealth management, retirement planning, debt management and cash flow analysis. We serve the Arvada, Wheat Ridge, Golden, Lakewood, Westminster and surrounding Denver communities.
Why We Are Different
We provide a personalized service and educate our clients about their finances. We are able to remain independent and objective by being a fee-only financial services firm and will never attempt to sell you any products.
We have developed a reputation for professional excellence through the high quality and value of services we provide to our clients. We strive to do our best to be responsive to your financial needs, and stay in touch with you during difficult as well as favorable economic times.
Mason J. Krangle, CPA, PFS, MBA, ChFC
Certified Public Accountant
FULL RANGE OF SERVICES
Our clients are individuals and small businesses and our services include:
Planning and Management Advisory Services
- Cash Flow, Budget Analysis and Financial Modeling
- Debt Consolidation Review
- Wealth Management
- Education Planning
- Retirement Planning
- Insurance Review
- Business Start-Ups
- Business Operation and Profitability Review
- Internal Controls Review
Tax Services
- Tax Return Preparation
- Income Tax Planning
- Filing of Back Taxes
- Assistance with IRS Examinations
- Offer-In-Compromise
- E-Filing
QUALIFICATIONS
• Over 20 years experience
• Licensed in the State of Colorado
Integrity, Expertise and Responsiveness is what distinguishes our firm from others. We are committed to ensure that you receive personal and professional services tailored to meet your individual needs. Together we will identify strategies and solutions designed to help you make informed decisions regarding your finances and your specific goals.
We will be more than happy to assist you in developing your personal financial plan which may include:
• A cash management plan that provides the maximum opportunity for savings and investment.
• A strategy to fund your retirement goals.
• Designing a plan to minimize your income tax obligations without impairing your ability to achieve other financial goals.
• Review of your insurance coverages to determine whether they are adequate for your circumstances.
• Assisting you with the implementation of the financial plan.
Contact Information
5805 Carr Street, Ste. 1
Arvada, CO 80004
Phone: (303) 424-2846
Business Hours:
9 AM to 6 PM
Weekends and late evenings by appointment.
Free initial 1/2 hr. consultation
"Both Julie and I want to thank you for your help and guidance with our financial planning. Your attention to detail and insightful comments helped us to better understand where we are and where we want to be. We wanted someone local to our community, we not only got that but we also found a great financial planner. We are always happy to recommend you to our friends."
Thank you,
Rick & Julie N.
Arvada, Colorado
"I recommend Mason Krangle very highly. I find Mason to be very knowledgeable and very easy to discuss all financial and tax matters with even when the questions I ask are probably very elementary questions in the Accounting, Tax and Finance fields. Mason’s expertise and honesty is beyond reproach and he has provided me with excellent service for the past 6 years."
Clete N.
Lakewood, Colorado
Serving: Denver, Wheat Ridge, Golden, Littleton, Westminster, Boulder, Lakewood, Aurora, Broomfield and Evergreen
BUSINESS TOOLS AND OPPORTUNITIES
Our Promise
Professionalism
Everything we do for you will be done with honesty, integrity and accurately.
Responsive
We will respond to you within one business day by phone, fax, or email.
Value
Our services often exceed client expectations. We are committed to making sure that all clients receive value based service tailored to meet their individual situation.
Confidentiality
All communication with you will be held in strict confidence. The accountant-client priviledge precludes the disclosure of confidential information shared by a client with his or her accountant. The purpose of the accountant-client priviledge is to create an atmosphere in which the client is able to provide all relevant information to an accountant without fear that the information will be disclosed later. The State of Colorado recognizes this priviledge. Note that not all states recognize this priviledge and that not all information is protected under all cases.
Mason J. Krangle, Principal
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