Tax Planning and Preparation

Get Peace of Mind with Our Expertise in Tax Planning
and Preparation

At Maxfield · Peterson we can help your business navigate the complexities of the tax system. When working with us, you will be partnered with a highly experienced tax specialist to sit down with and address your tax needs.

Our goal is to help you maximize profitability and your personal wealth by controlling the tax impact. At the end of the day it’s not about how much money you make, but how much you have left.


  • Real estate acquisitions, dispositions, tax-free exchanges
  • Estate and gifting plans
  • Business succession plans
  • Sales, acquisitions, reorganizations, and liquidations of businesses
  • Business income tax planning and preparation
  • Representation before the Internal Revenue Service and state and local taxing authorities
  • Executive compensation plans
  • Choosing the appropriate business entity
  • Advice on buy-sell agreements and deferred benefits plans
  • Employee benefit plans

Call us at 970-249-9074 for a free consultation to see how our business services can benefit you and your company.

Get our monthly e-newsletter filled with relevant, thought-provoking and actionable articles.

Our mission is to help our clients create, enhance, and preserve wealth throughout the lifecycle of their business.

Maxfield Peterson

Montrose Office
1203 North First Street
Montrose, CO 81401


Ridgway Office
640 Sherman St. Suite D

Ridgway, CO 81432

Home •  Privacy Policy  •  Contact

Home •  Privacy Policy  •  Contact