COMPANY PHILOSPHY
OUR
PHILOSOPHY
Our goal is to lower taxes and to increase net worth by providing every client with expert tax and financial planning services. We provide tax and e-filing services for corporations, partnerships, LLCs and individuals; and charge by the hour, not by the form. With over 24 years of experience, we work according to an extreme standard of efficiency and effectiveness and focus on providing quality service you can rely upon.
IRS Circular 230 Disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) Avoiding or evading taxation and penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Professional Financial Planning, Inc. works directly with Jeff Burum, CPA, MBA LLC to plan and execute "tax friendly" financial strategies using a variety of financial planning tools and companies that are tailored to meet the client's financial planning objectives. This includes designing portfolios and strategies to balance current and future financial planning needs.
Professional Financial Planning, Inc. Jeff Burum, Pres. MA,MBA
6799 Bismark Road, Suite E, Colorado Springs, CO 80922
Phone (719) 596-3718 - Fax (719) 596-3719
Jeff.burum@leadersgroup.net
Securities and Investment Advisory Services offered though The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleon, CO 80120 303-797-9080
Notice: Neither The Leaders Group, Inc. nor TLG Advisors, Inc. is affiliated with Professional Financial Planning Inc. (PFP, Inc.) or Jeff Burum CPA MBA LLC
What sets us apart from other CPAs and/or Financial Advisors is that we are a one stop shop for all of your financial needs. There are very few CPAs in Colorado that also work as independent investment advisors. These two services working together can provide any individual or company with the highest level of comprehensive financial planning and tax mitigation.
IRS Circular 230 Disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) Avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein.
PFP Disclosure:
Professional Financial Planning, Inc. Jeff Burum, Pres. MA,MBA
6799 Bismark Road, Suite E, Colorado Springs, CO 80922
Phone (719) 596-3718 - Fax (719) 596-3719
Securities and Investment Advisory Services offered though The Leaders Group, Inc. Securities Dealer, Member FINRA /SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleon, CO 80120 303-797-9080
Notice: Neither The Leaders Group, Inc. nor TLG Advisors, Inc. is affiliated with Professional Financial Planning Inc. (PFP, Inc.) or Jeff Burum CPA MBA LLC