303-345-3067 jblue@janbluecpa.com

Retirement Tax Planning

Preparing for Your Financial Future

It is important for us to be conscious stewards of our personal financial wealth, so that we create and maintain financial freedom. In the retirement planning process, I have been made aware of how important it is to ask a lot of questions. Some of my favorite questions are:

  • How could you be doing better financially?
  •  Are you utilizing every tax credit possible?
  • Could you retain more assets by paying tax now, or would it be better to defer the tax?
  • Why are you using this approach—have you thought of doing something else?

I have found these to be very powerful, money-saving, and anxiety-reducing questions. When we meet to discuss strategies for securing your financial future, I put my expertise at long-term planning to work for you.

Happy Customers

Well Organized & Knowledgeable

Jan Blue has prepared our taxes for the last 6 years and has played a major role in helping myself and my family with tax returns and other financial matters.  Jan has been a very positive, upbeat, and helpful person, just the kind I like working with.  She has a great communication style that is not intimidating.  I really wish I had been working with her 10 years ago, when I made the decision to file for Social Security Benefits, I could have gotten a lot more.  Jan has many talents and is well organized and knowledgeable. I would recommend Jan for all your tax and retirement planning, and other accounting needs.

Lou Abeyta

Heidi Boucher

JAN BLUE is a real life saver. Jan saved my aging parents from disaster. It was pretty scary, they had 5 years’ of back taxes that needed filing and a large lien from the IRS.  Jan helped us get caught up, clear up the lien, and my parents even got refunds!  Jan is an amazing financial adviser. Jan will tell you what you “need” to hear and what you need to do to get things “on track” and D.O.N.E. so you can get on with your life.  My parents are now enjoying living at a retirement center debt free and up-to-date with the IRS.

Heidi B., Westminster, CO

Skill, Expertise and Execution

Jan was called in to help me sort out my business affairs after a consultant botched the changeover of our bookkeeping system from Peachtree to QuickBooks. Jan stepped in on short notice and took over the accounting of the company. She was able to perform some forensic bookkeeping to recreate QuickBooks from scratch. Jan reviewed the income and expenses of the company over several years to calculate the stock value, satisfy the creditors, and eventually wind down the company.

Dave Baumann
Engineered Products Company

Polished Pro & Trusted Advisor!

Jan has totally transformed our business accounting from a disorganized hodgepodge of numbers with no planning potential to P&Ls and Balance Sheets that actually guide strategic business, investment and tax decisions. Her experience and guidance saves us thousands of dollars each year. She’s a polished pro and trusted advisor.

Jim Havey
Havey Productions

Dianne Fresquez

Jan Blue has been my CPA and business consultant for the past 6 years. She has helped my business triple is size and profitability as a direct result of her personal interest in my success. Her hands on approach is key to our operation cash flow and tax planning decisions. She’s always available by text or call to answer all my working questions prior to tax time so that there are no surprises during tax season.  Frankly, I don’t know what I would do without her and I recommend her to all of my friends and colleagues.

On track to a more profitable year!

Jan helped our small company find so many errors that I was clueless to and included me in the process of going forward.  We are now on track to a more profitable year.   Jan uses Intuit Payroll Online.  It had streamlined the process of doing payroll and I get an automatic email reminding me when the deposits will be electronically taken from our account and when it is time to do payroll and make tax deposits.  It is such a better system than what we were using before.  Jan is diligent in her tax estimating making sure that we take adequate payroll but not so much that we over pay payroll tax.   She is truly knowledgeable and a great teacher.  I can’t thank her enough!!

Lori Winslow, BIX, LLC

Jan Blue, CPA

303-345-3067
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Located in Arvada, CO

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