Business Details
Trusted Financial Advisors in Colorado
Buffalo Run Tax & Financial is a financial services firm dedicated to helping individuals and small businesses achieve their goals through integrated accounting, tax, and wealth management solutions. Our team of experienced advisors combines advanced technology with personalized service to deliver customized strategies designed to optimize financial performance and ensure long-term success. We prioritize client relationships, utilizing our expertise in tax planning, retirement strategies, and business consulting to provide actionable insights that help clients grow and protect their net worth. 
Services
Wealth Management
Tax Planning
Retirement Planning
Investment Management
Payroll Services
Estate Planning
Business Consulting
Accounting Software Support
IRS Issue Resolution
Annual Tax Preparation
Highlights and features
- We provide fully integrated accounting, tax, and investment services.
- Our team includes certified public accountants and fiduciary investment specialists.
- We implement technology-driven solutions with personalized strategy sessions.
- We offer proactive tax planning and compliance throughout the entire year.
- Our business solutions are designed to save clients time and reduce operational stress.
What people say
Expert understanding
Prompt attention
Valuable insights
Growth-oriented solutions
Reliable support
Services
Wealth Management
Our wealth management services create customized investment strategies aligned with your financial goals. We combine comprehensive risk assessments with ongoing portfolio monitoring to maximize returns while maintaining appropriate risk levels. This service helps clients build long-term financial security through disciplined investment approaches.
Tax Planning
Proactive tax planning identifies opportunities to minimize liabilities while ensuring compliance. We develop year-round strategies tailored to evolving personal and business financial situations. Our approach focuses on maximizing deductions and optimizing tax-efficient financial structures for both individuals and corporations.
Retirement Planning
We design retirement strategies that consider current financial status, future income needs, and risk tolerance. Our plans incorporate various investment vehicles and tax-efficient withdrawal strategies to ensure financial security during retirement years. This service adapts to market conditions and changing personal circumstances.
Payroll Services
Our comprehensive payroll solutions handle tax calculations, employee payments, and regulatory compliance. We provide software integration and HR support to streamline payroll processes for businesses. This service ensures accurate, timely payments while minimizing administrative burdens for business owners.
Business Consulting
Strategic business consulting addresses financial challenges and growth opportunities. We analyze operations, create financial roadmaps, and implement efficiency improvements tailored to each business's unique needs. Our consulting services help business owners focus on core operations while optimizing financial performance.
People
Chelsey Richard
Senior Advisor
Certified public accountant with 15+ years of experience in tax strategy and business consulting for small businesses.
Michelle Leichtner
Wealth Manager
Experienced fiduciary managing investment portfolios with expertise in retirement planning and wealth preservation strategies.
Mark
Lead Accountant
CPA specializing in small business accounting solutions with demonstrated success in resolving complex financial challenges.
Questions
What services does Buffalo Run Tax and Financial offer?
We provide accounting, tax planning, wealth management, retirement strategies, business consulting, payroll processing, and investment management tailored to individual and business clients.
How do you differ from other financial firms?
Our integrated approach combines accounting, tax strategy, and investment services under one team experienced in addressing complex business and personal financial needs simultaneously.
Do you serve clients outside Colorado?
Yes, we support clients nationwide through virtual consultations while maintaining physical offices in Colorado, Kansas, and Texas.
Is there a free consultation available?
Yes, we offer complimentary initial consultations to help determine the best financial strategies for your unique situation.
What industries do you specialize in?
While serving diverse clients, we focus on small businesses and entrepreneurs requiring specialized tax optimization and growth-oriented financial planning.
How do you handle tax compliance?
Our team provides year-round tax strategy development combined with timely compliance services to ensure accurate filings and maximum savings opportunities.
