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My goal is simply to make sure you have all the information to make the best decisions for you and your family. I am confident that our 30-minute conversation will be full of insights and actionable steps around tax-free wealth.
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Meet Judy Carlson, CPA
Judy Carlson has been a CPA for almost 40 years. She has a unique opportunity to give you a window into your future to show you the implications of the financial decisions you are making and you have already made. Once you have a clearer picture of what’s ahead financially, you can either decide to stay the course or make changes. If you decide to make changes, she will shepherd and guide you through the execution of those changes.
In her experience, Judy has found that most people, once they understand the implications of their decisions, especially from a tax perspective, want help to fix their problems … before they enter their wealth distribution years when everything they’ve worked so hard to save hits the “tax fan.”
Once Judy learned how to help people “rescue their retirement” from the hands of the IRS and Wall Street, she narrowed and focused her practice to helping her clients do exactly that.
When Judy is not helping people live their fullest life possible while paying the lowest taxes possible, she is out exploring Colorado’s beauty and enjoying the sunshine. Originally from Minnesota, she graduated with honors from the University of Minnesota with a Bachelor of Science degree in Accounting. She spent several years in the north woods of Wisconsin before moving to Colorado in 2013 with her two children. She is an outdoor girl with a big heart who loves putting others first.