Tafoya Barrett and Associates is a certified public accounting firm based in Durango, Colorado, that provides tax return preparation and general financial planning. Founded in 1995 and led by Bradley A. Tafoya and Patrick J. Barrett, the firm assists individuals, businesses, trusts, estates, and retirement plans. Services include income tax preparation, bookkeeping, cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Tafoya Barrett and Associates does not manage investment portfolios, buy or sell securities, act as a custodian, or accept commissions or referral fees, ensuring clients maintain full control of their assets and investment decisions.
Assets Under ManagementN/A
Clients50
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly planning and financial consulting — $350 per hour for limited scope engagements and financial planning advice covering topics such as cash flow, taxes, retirement, estate planning, and insurance reviews.
Hourly Rate:$350/hr
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