Schedule Appointment with Jim Saulnier and Associates

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Thank you for using the Jim Saulnier & Associates, LLC online calendar.

If you have trouble with the calendar, please call the office at (970) 530-0556 and our staff will be happy to assist you.

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Attention: Tax Planning Clients:

If you are interested in our tax preparation or advanced tax planning services, you cannot schedule that meeting from this website. We must first speak to you about your unique tax situation to ensure our firm can assist with your tax needs. Please reach out to us at 970-530-0556 or email admin@jimhelps.com and let them know you are interested in speaking with one of our in-house CPAs about your tax planning needs. If after that phone call, we feel we can help you, an introductory meeting will be scheduled.

Retirement Planning Initial Phone Call - NOT CURRENTLY AVAILABLE (Unless Already Scheduled)

30 minutes

We want to thank you for your interest in our retirement planning services.

Unfortunately, to maintain our commitment to our existing clients and prospects already in our queue, we have paused accepting new clients into our flagship Secure Retirement Income Process™ Retirement Planning and our Advanced Tax Analysis/Roth Conversion planning.

Paste this link into your browser to see the full explanation:

https://www.jimhelps.com/retirement-and-advanced-tax-analysis-temporary-pause/

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