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Clark Saenz

schedule a free consultation

I'd love to take care of your individual or business tax, accounting, and financial needs.

credentials

contact

+1(303) 460-9909
clark@saenzfinancial.com

11811 Upham Street, Unit E

Broomfield CO 80020

social

bio

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I'm a strong believer that we should all provide service to our fellow man, which is what I love about my job. Now, some people are able to provide lifesaving medical care or inspirational spiritual guidance, and some of us provide, um, less glamorous acts of service ;). It can be a dirty job, but maintaining your tax and financial health is every bit as important as physical and spiritual health in the pursuit of a happy, full life.

q & a

What characteristics do your favorite clients share?

We value integrity, honesty, and trust on both sides of the table. We don't mislead our clients, we shoot straight, we don't make commitments that we can't keep, and we are looking for clients who feel the same.

Why should a client hire you?

We take the time to get to know our clients, understand their unique situation, and try to provide services and solutions that work for our clients.

Describe a time where you went beyond expectations when working with a client.

It's not unusual for us to visit a clients work site, or travel to the home of an elderly client, to make sure that they're getting what they need. This office can get extremely unexciting and small, so we love to get out whenever we have a chance.

What single project or task would you consider your most significant accomplishment in your career to date?

I'm most proud of how we've been able to maintain strong, steady growth of our business without losing the personal relationships we've built over the years.

education

University of Colorado

Bachelor of Accounting

1993

University of Colorado

Master of MBA

2004

experience

Saenz Financial Services

Principal
Broomfield, CO

01/1999 - present

associations

National Association of Enrolled Agents

Member since 2013

business info

Saenz Financial Services

saenzfinancial.com

We combine the experience and capabilities of a large firm with the personal attention that only a small firm can provide. We invest the time in meeting our clients, and understanding their total financial situation. Our clients come back to us year after year because we treat them as friends and partners.

hours of operation

Sunday closed
Monday 08:00 AM - 06:00 PM
Tuesday 08:00 AM - 06:00 PM
Wednesday 08:00 AM - 06:00 PM
Thursday 08:00 AM - 06:00 PM
Friday 08:00 AM - 06:00 PM
Saturday 09:00 AM - 04:00 PM

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation

Accounting Services

Preparation of financial statements
Bookkeeping services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

$500K or over


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