Tax Services

Jeff Rattiner, CPA, CFP   , MBA


The JR Financial Group, Inc. prepares income tax returns for individual clients, including Middle America, high net worth individuals and special need situations. In addition, the JR Financial Group, Inc. provides year-end income tax planning at no additional charge to its ongoing income tax clientele.

The JR Financial Group, Inc. examines your return for obvious financial planning issues that may have arisen or could arise. These issues are discussed after tax season. Again, there is no additional charge for ongoing income tax clientele.

How Do You Prepare for the Taxman?

The JR Financial Group, Inc. mails out a comprehensive and concise income tax data gatherer in January to help you organize your tax records in a logical manner in order to maximize deductions. This form can be used in preparation for your visit with Jeff.

How Do You Set Up an Appointment?

Call the JR Financial Group, Inc. at (720) 529-1888. Please allow two weeks to schedule an appointment.

ARIZONA  - Phoenix Area

Jeff Rattiner has been selected to the nine-person national CPA All Star team in which he has been recognized as the national CPA All-Star for Personal Financial Planning. A sports card recognizing this outstanding achievement was printed in the January 2003 issue of CPA Magazine.

COLORADO – Denver Area