1. Eight Peaks Wealth Management

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Parker, CO

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Eight Peaks Wealth Management

5.0 (1 review)
Open • 9:00 am - 5:00 pm

By appointment only

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Services - Eight Peaks Wealth Management

Debt management

Estate planning

Inheritance planning

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2 years ago

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Zimmerman Financial Services

Zimmerman Financial Services

(4 reviews)

Been with them for over 5 years for tax services. Happy with their results. All staff are friendly…read moreand helpful providing direct answers to any questions I may have.

Unfortunately, our experience with this firm did not meet our expectations…read more We hired a CPA because we were looking for more than someone to prepare and file our tax returns. As our businesses became more complex, including a corporate tax structure, payroll, and rental property, we expected proactive tax planning and guidance throughout the year. Over time, we became concerned that very little tax strategy was being discussed with us. When a family member with a CPA background reviewed our situation and raised questions about potential tax strategies and how certain items were being handled, we reached out to our CPA for clarification. Rather than having a conversation about our overall tax strategy, what opportunities might apply to us, and what documentation we should be keeping going forward, the firm chose to immediately terminate our relationship. I completely understand that not every tax strategy applies to every taxpayer and that CPAs must follow IRS requirements. Our frustration was not that we expected deductions we weren't entitled to. Our frustration was that we expected our CPA to proactively educate us about potential strategies, requirements, and planning opportunities so we could make informed decisions. For business owners with a more complex tax situation, I do not recommend hiring this firm.

Eight Peaks Wealth Management - financialadvising - Updated October 2026

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