6799 Bismark Road, Suite E                                                                                                                                              16055 Old Forest Point, Suite 300
Colorado Springs, CO 80922                                                                                                                                                               Monument, CO 80132
Phone (719) 596-3718                                                                                                                                                                       (719) 488-5637 Phone
Fax (719) 596-3719                                                                                                                                                                               (719) 488-5651 Fax

COMPANY PHILOSPHY

Mission Statement
Philosophy
Code of Ethics

OUR
PHILOSOPHY

Our goal for each and every client is to lower taxes by providing expert accounting and tax services. We meet these vital needs for a diverse array of companies as well as individuals. We provide tax and e-filing services for corporations, partnerships, LLCs and individuals. We also provide accounting for all types of businesses, including payroll services, new business start-ups and QuickBooks training. We charge by the hour, not by the form and with Jeff's 23 years of experience we work according to an extreme standard of efficiency and effectiveness.

We serve people and companies that need any sort of tax or accounting service. 23 years of experience has provided us with a hefty base of dealing with all shpaes and sizes companies and individuals. We focus on providing quality service you can rely on. Our goal is to supply the highest quality of accounting and tax service to each and every individual we serve.

Professional Financial Planning, Inc. works directly with Jeff Burum, CPA, MBA LLC in their goal to lower client taxes by offering expert advice on planning for ones financial future to not only provide financial security throughout life but to also decrease annual taxes as much as possible.

What set us apart from other CPA's and/or Financial Advisers is that we are a one stop shop for all of your financial needs. There are very few CPA's, in Colorado, that also work as independent investment advisors. These two services working together will provide any individual or company with the highest level of comprehensive financial analysis, diminishment in taxes and accounting service.

        November 11th ~ 6:30-8:30
Jeff Burum and Michael Strong of Jackson National Life Insurance Company will be hosting this financial planning seminar, entitled: "Where Do We Go From Here?" on November 11th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!

      November 4th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 11/04/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.

      November 2nd ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 11/02/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.

      September 16th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 09/16/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.

      September 14th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 09/14/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.

         September 9th ~ 6:30-8:30
Jeff Burum and Michael Strong of Jackson National Life Insurance Company will be hosting this financial planning seminar, entitled: "Where Do We Go From Here?" on September 9th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!

             July 13th ~ 6:30-8:30
Jeff Burum of Jeff Burum CPA, MBA LLC & Professional Financial Planning, Inc. and Mitch Hersch & Michelle O'Haren of Pacific Life Insurance Company will be hosting this estate planning seminar, entitled: "Leaving a Legacy" on June 13th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!

UPCOMING EVENTS

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