Our commitment and dedication to serving our clients with the utmost promptness and efficiency is only surpassed by our genuine commitment in assisting them in minimizing their taxes, maximizing their financial wealth, and the saving of their valuable time to better enjoy the finer things of their choosing in their lives.

One of our managing members, Jean Dale, is a licensed Series 7 representative with LPL. To learn more about LPL please go to their web site at http://www.lpl.com/. She holds a Series 66 license as a Registered Investment Advisor's representative. For information regarding the Financial Industry Regulatory Authority (formerly NASD) please go to the following web site:  http://www.finra.org/.

The principals of our Rocky Mountain Financial Professionals, LLC are Enrolled Agents, licensed to practice before the Internal Revenue Service with over 50 years of combined tax and accounting experience. We are a full service public accounting office offering the following services to our clients:

• All Individual income tax return preparation
• All 50 states for tax return preparation
• Electronic filing of tax returns
• Corporate and Partnership tax return preparation
• Estate & Trust tax return preparation
• Estate & Trust Planning
• Financial Planning; Life Insurance and Long – Term Care Insurance
• Taxpayer Representation with the IRS and the State Department of Revenues
• Offers in Compromise
• Audit Representation
• Complete Accounting and Bookkeeping Services
• Certified QuickBooks Pro Advisor
• Assistance with business setups and startups including company setup on QuickBooks
• Assistance with do-it-yourself payroll and do-it-yourself payroll reporting