Consultant Levis, Grosdidier & Associates, LLC 90 S Cascade Ave Suite 1230, Colorado Springs, CO 80903

Levis, Grosdidier & Associates, LLC is a trusted financial consulting firm located in Colorado Springs. Specializing in CPA services and financial advising, they offer expert guidance to individuals and businesses looking to optimize their financial strategies. Whether you need assistance with tax preparation, bookkeeping, or comprehensive financial planning, their experienced team is ready to help you navigate your financial journey. To learn more about how they can assist you, feel free to call them at (719) 226-3702 or visit their website at lg.cpa.

Our Services

At Levis, Grosdidier & Associates, LLC, we provide a range of financial services designed to meet the diverse needs of our clients, including:

Tax Preparation: Professional assistance to ensure your tax filings are accurate and compliant.
Bookkeeping: Comprehensive bookkeeping services to help maintain your financial records.
Financial Planning: Strategic financial planning tailored to your personal or business goals.
Consultation Services: Expert advice on various financial matters to help you make informed decisions.

What to Expect During Your Consultation

During your initial consultation, our team will discuss your financial goals, assess your current financial situation, and outline a customized plan to help you achieve success. Be prepared to discuss relevant financial documents, including recent tax returns, income statements, and any existing financial plans.

Helpful Links

For directions to our office, visit our website or check us out on Google Maps.

Frequently Asked Questions

What types of clients do you serve?
We serve both individual and business clients, providing tailored financial solutions to meet their unique needs.
How do I prepare for a consultation?
Bring relevant financial documents such as tax returns, income statements, and any existing financial plans to help us understand your situation.
What is your fee structure?
Our fees vary depending on the services provided. We will discuss this in detail during your consultation.
Can you help with tax planning?
Yes, we offer comprehensive tax planning services to help minimize your tax liabilities.
How can I contact you?
You can reach us at (719) 226-3702 or visit our website at lg.cpa.
Do you offer virtual consultations?
Yes, we can arrange virtual consultations to accommodate your preferences.
What industries do you specialize in?
We work with clients across various industries, providing specialized financial advice tailored to their sector.
How often should I meet with my financial advisor?
We recommend regular meetings to review your financial plan and make necessary adjustments based on changing circumstances.

Informational only — not legal, financial, or insurance advice.

Consultant Levis, Grosdidier & Associates, LLC
90 S Cascade Ave Suite 1230, Colorado Springs, CO 80903
(719) 226-3702
http://www.lg.cpa/

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