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
Financial Planning
One of our managing members, Jean Dale-Bauer, is a licensed Series 7
representative with LPLFinancial.
She holds a
Series 66 license as a Registered Investment Advisor's
representative. To learn more
about LPLFinancial please visit their
web site at
http://www.lpl.com/. LPLFinancial is a member of FINRA/SIPC.
www.finra.org /
www.sipc.org
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