Tax Tools

Download our Personal Tax Organizer to get started on your taxes today.

Personal Tax Organizer


Expense Report Systems

  • Compilation of financial statements
  • Prepare data required by lenders to obtain financing

Time Tracking Systems

  • Monthly bookkeeping services

Accounting Software Programs

  • QuickBooks
  • Peachtree

CFO Services

  • Cash flow preparations/planning/ budgeting
  • Monitor financial progress by interim review of client-generated financial statements
  • Reorganizations and workouts
  • Review of accounting procedures and internal controls
  • Acquisition reviews
  • Aligning financial statistics with business plans
  • Trust accounting

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

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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

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