Mueller & Associates

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Accountants-Certified Public, Accounting Services, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

41 Years

in Business

(719) 275-1651Call Visit WebsiteVisit Website Map & DirectionsDirections303 N 7th St Ste 100Canon City, CO 81212 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 3:00 pm

Mueller & Associates

Tax Planning
We also dramatically assist you in avoiding mistakes such as confusing the familiar with the safe, overconfidence, following the herd, having too many eggs in one basket, treating the highly unlikely as impossible, and purchasing products that were meant to be sold – not bought. We add significant value by providing the discipline necessary to regularly rebalance and review your portfolio to determine if any adjustments are necessary. Additionally, we can coordinate the estate and tax planning relative to your investment strategies and manage them in such a way as to keep those two costly items at a minimum.

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Places Near Canon City with Accountants-Certified Public

Florence (12 miles)
Coal Creek (12 miles)

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Email

Extra Phones

Fax: (719) 269-1033

Payment method

debit, discover, master card, visa, amex, cash

AKA

Mueller & Associates PC

Other Links

http://www.themuellercompanies.com

https://www.themuellercompanies.com/contact-us

Categories

Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Payroll Service, Tax Return Preparation, Taxes-Consultants & Representatives

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Certifications: Certified Public Accountants

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Details

Phone: (719) 275-1651

Address: 303 N 7th St Ste 100, Canon City, CO 81212

Website: http://www.themuellercompanies.com

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Mueller & Associates

Tax Planning
We also dramatically assist you in avoiding mistakes such as confusing the familiar with the safe, overconfidence, following the herd, having too many eggs in one basket, treating the highly unlikely as impossible, and purchasing products that were meant to be sold – not bought. We add significant value by providing the discipline necessary to regularly rebalance and review your portfolio to determine if any adjustments are necessary. Additionally, we can coordinate the estate and tax planning relative to your investment strategies and manage them in such a way as to keep those two costly items at a minimum.
Charitable Giving
We also offer a full array of trust structures, including charitable-giving tools that may feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.
Estate Taxes
Tax Services
Tax compliance is also a necessity that is important to you. We can provide assistance with your tax preparation needs including individuals, trusts and estates, and all business entities through our CPA Professional Alliance. Keeping abreast of current tax law changes, utilizing sophisticated software, and our experience allows us to assist you in developing custom tax strategies and planning. Fostering close relationships with our clients and our commitment to continuing education to keep current with ever changing tax laws allows us to provide you the meaningful tax planning for your specific circumstances.
Income Tax
Integrated with our services, we work with you to identify and understand your retirement needs and goals, and to assist you in planning and implementing ways to reach those goals. You work hard to accumulate your wealth. We will work with you to understand your financial and emotional needs to assist you in planning your estate, to maximize and preserve your wealth. Estate and gift tax laws are extremely complicated. Effective estate planning includes such complicated topics as designing your will, death tax planning, estate liquidity, lifetime gifts, and income tax planning for the estate and for your family.

Investment Management
Through our registered investment advisory firm, we help you maximize your wealth creation with complete investment planning including design, management, and performance monitoring of your investments. Creating, maintaining, and protecting your wealth involves many issues. We can assist you with insurance and succession planning to help you protect your wealth and pass it on according to your goals and wishes.
Mutual Funds
Regarding investments, we give guidance on, but do not necessarily recommend, all types of investment vehicles. We primarily give advice on mutual funds. We do not give advice on individual stocks, collectibles, or commodities. We specialize in assisting our customers in determining their goals, dreams and objectives, and developing a comprehensive plan of action to achieve them over an appropriate time horizon.
Wealth Management
At The Mueller Companies we help our clients identify and meet ALL of their personal financial goals. Here we help them first set their goals, and then organize all of their financial affairs accordingly. We also assist them in growing and managing their wealth in the most tax efficient manner possible, tailored in a very personal and hands on way in order to achieve their "dreams". The Mueller Companies offer the area’s SOLE fee only approach to Total Financial Planning and Wealth Management.

Accounting Services
Payroll Services

Financial Planning
To help you find the straightest line to pursuing your goals, we offer an array of financial planning and investment services. So whatever phase of life you’re in – whatever complexities you may face – our experienced professionals are equipped to guide you through.
Retirement Planning
Youâ€™ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, youâ€™ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture â€“ important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
Annuities
2 Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Long Term Care
One of the risks we all face, regardless of age, is the potential for sudden illness, disability and, subsequently, the need for long-term care. All of these have far-reaching effects not just on your health, but on your way of life, your ability to earn income and on your overall finances.
Asset Management
We also add value to your asset allocation decision be helping to identify your Ability to take risk, your Willingness to take risk, and your Need to take risk. Through this process, together with your time horizon, we will be able to assist you in determining the maximum amount you should allocate to stock or equities. We can also assist you, if you have a variety of different investment horizons or objectives, to appropriately set up separate investment accounts with separate Investment Policy Statements.
College Funding

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