Default profile picture2

Carroll Senechal

schedule a free consultation

I realize seeing a tax accountant is like going to the dentist but I try to make it a little better.

credentials

contact

+1(720) 470-9845
carroll@wellbalancedfinancial.com

13701 W Jewell Ave Suite 250

Lakewood CO 80228

social

bio

Default profile picture2

I live, breathe, eat, sleep taxes. I have been doing this a long time and I love the tax law and making it work to the benefit of my clients.

q & a

What characteristics do your favorite clients share?

Most of my clients are very "hands on" - I interact with them on a regular basis. I don't believe in only communicating with my clients once a year - I like to stay in touch with them through the year so I can address any financial situations as they arise instead of getting a shock at the end of the year.

Why should a client hire you?

Because I am hands on - I like to stay in contact with my clients and keep up with changes in their life and keep them abreast of changes in the tax law.

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

Many times - I have clients out there that I have gone back on their previous returns and saved them tens of thousands of dollars because I was able to think outside the box. If there's a way to make the tax law work for a client I can find it.

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

I went through a full-bore audit on one of my multi-million dollar clients. Not only did the auditor balance the income statement and balance sheet to the penny to the tax return but he finished the audit and was out of my office in a week (with no changes to the tax return except for personal use to one vehicle the owner drove back and forth from work to home!)

business info

Well Balanced Financial Services, Inc

www.wellbalancedfinancial.com

Established 2009

hours of operation

Sunday closed
Monday 08:00 AM - 08:00 PM
Tuesday 08:00 AM - 07:00 PM
Wednesday 08:00 AM - 08:00 PM
Thursday 08:00 AM - 06:00 PM
Friday 08:00 AM - 08:00 PM
Saturday 10:00 AM - 06:00 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
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Retirement planning

fee structure

Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


Next >

Next >

Next >