About Larson Financial
Established in 2005, Larson Financial, Inc. is the vision of brothers Jack and Ron Larson who sought a better solution for taxpayers facing IRS or state tax debts. After more than a decade in the tax resolution industry, both felt that there was something missing at many of the prominent organizations representing taxpayers. Rather than taking a cookie-cutter approach to debt resolution, Jack and Ron were inspired to create a firm that makes every customer feel secure and confident in their journey to a fresh start.
For the past seven years, Larson Financial has been successfully building a team of trusted and experienced professionals to provide honest answers and real solutions that work for their clients. As a family owned business, the team at Larson Financial understands that behind every client there is a real person that deserves the best service and representation available. The people at Larson Financial pride themselves in giving their clients the individual attention necessary to find the right solution for their tax needs and are committed to providing an atmosphere of honesty, integrity and superior service.
With thousands of successful resolutions, Larson Financial assists clients in all 50 states. Larson Financial is an A rated member of the BBB and a member of National Association of Enrolled Agents as well as the National Association of Tax Professionals.
Meet our tax professionals
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Alex Lall – Senior AssociateAlex has been with Larson Financial for two years. He has been in the tax debt resolution industry for 10 years. He is a licensed attorney since 1998 and takes pride in taking care of his clients with honesty, integrity and providing superior service. He holds an undergraduate degree in marketing and management from Creighton University where he also studied law. His Law degree was completed as a visiting student at John Marshall Law School. Alex is an avid skier and green thumb and also enjoys spending time at the game of golf. |
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Amy Lee – Senior AssociateAmy has been with Larson Financial for over 4 years and recently has taken on the role of Senior Associate. She loves building the client relationship and knowing she can help people get a good resolution to a tough situation. Amy is enrolled to practice before the IRS and also holds an Associate’s Degree in Graphic Design. In her spare time she loves to read, play piano and spend time with her husband and two dogs. |
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Carrie Campbell McCullen – Senior AssociateCarrie and Larson Financial both share a passion for obtaining the best resolutions possible and treating each client with respect. Previous experience as a VP of Marketing & Sales for a Florida startup company brought hands on experience with many of the challenges that small businesses go through. Carrie has an undergraduate degree in International Business, an MBA from Texas A&M, and a JD postgraduate LL.M with an emphasis on Tax from University of Denver Law School. Carrie enjoys spending time with her husband, a firefighter, as well as snowboarding, volleyball and horseback riding. |
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Debbie Gallegos – Senior AssociateAfter a long profession as a Service Operations Manager with a large grocery chain, Debbie chose to seek out an industry change over three years ago and began her career with Larson Financial. Her past experience with accounting and bookkeeping made for an easy transition to her work at LFI, where Debbie is delighted to get to know her clients and truly help people in tough situations. She is enrolled to practice before the IRS. |
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Erin Harryman – Managing AssociateErin has been assisting clients solve their tax problems at Larson Financial for over two years. Prior to joining the team, she spent over 5 years in the tax resolution industry working for a leading firm. Erin is enrolled to practice before the IRS, and holds dual bachelors' degrees in Psychology and Criminal Justice from Minnesota State University. Erin enjoys spending her free time watching her favorite teams, the Colorado Rockies and Minnesota Vikings with her husband and new baby. |
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Ian Clark - Senior AssociateIan joined the Larson Financial team over a year ago as a Senior Associate, helping taxpayers resolve their IRS and state tax issues. His prior experience includes over 2 1/2 years at a leading tax resolution firm as a Managing Attorney as well as being certified with the Volunteer Income Tax Assistance (VITA) Program, which provides assistance preparing income taxes for low-income, elderly, disabled and limited English speaking people. Ian holds a Law Degree from Michigan State University. Ian enjoys staying politically active as well as spending time hiking a doing outdoor activities. |
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Joseph Hickey – Managing AssociateJoseph, known around the office as Jody, joined the Larson Financial team over 4 years ago bringing his experience and knowledge of tax laws to help clients resolve particularly “sticky” issues with the IRS. Prior to moving to Colorado, Jody was an attorney practicing law in Arkansas. He received his undergraduate degree from Arkansas Technical University and holds a law degree from the University of Arkansas. Jody's son Charlie and dog Rocky keep him on his feet and busy at home where he also enjoys reading and watching and playing sports. |
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Leona Hauschild – Senior AssociateLeona brings her expertise in tax resolution to the Larson team with more than 5 years of experience helping clients resolve their tax issues. She loves the different approach to tax resolution that is taken here at Larson, with a genuine focus on the client and a true sense of family within the organization. Leona received her undergraduate degree from the University of Michigan and a JD from the University of Denver. In her free time, she enjoys spending time with her husband and daughter. |
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Lisa Geyer – Senior AssociateAs a former stock broker and registered investment adviser, Lisa has an acute understanding of the ways tax impacts businesses and individuals. Lisa's empathy for clients suffering from tax liability fuels her passion for effectively advocating for our clients. Lisa holds a bachelor's degree from the University of Colorado and a Juris Doctor from the University of Denver. In law school, Lisa was twice awarded for her focus on ethics. Lisa is a licensed attorney residing in the Park Hill neighborhood of Denver. She enjoys hiking, making short films and is an accomplished artist and novelist. |
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Melissa (Lisa) Gallo – Managing AssociatePrior to joining Larson Financial three years ago, Lisa spent four years in the tax resolution industry, helping numerous business and individuals work out successful resolutions with both the IRS and state taxing agencies. Her client base ranges from those with minor tax debts to those owing over 2 million. Before beginning a life in tax resolution, Lisa worked as a transactional attorney in the corporate and securities arenas as well as on a high profile class action pharmaceutical litigation case. Lisa graduated from the University of Denver with a JD/MBA and received her undergraduate degree from the University of Michigan. |
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Mike Wallen – Senior AssociateMike came to the Larson Financial team over two years ago. With eight years of expertise in tax resolution, Mike is passionate about working in a family run business where clients are given great service, up front information and a smooth experience from beginning to end. Mike's dedication to tax resolution can be seen in his blog successfultaxstories.blogspot.com. He is also a certified volunteer in the Volunteer Income Tax Assistance Program. Mike holds a degree from Metro State and is currently pursuing further education in accounting. In his spare time he enjoys golf, running, weight lifting and traveling. |
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Richard Brown – Senior AssociatePrior to joining the team at Larson Financial, Richard spent over 5 years with a leading tax resolution firm. With numerous successful resolutions under his belt, Richard truly enjoys the personal aspect of helping concerned taxpayers implement satisfactory solutions with the taxing authorities. Richard served our country in the war in Iraq from 2003-2004 and was enlisted in the Army for 8 years. He is currently studying for the EA exam and holds an Associates Degree in Finance & Business. Richard is a passionate golfer and enjoys the outdoors and hiking. |
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Thaxter Williams, CPA – Tax ManagerThaxter Williams brings and extensive amount of knowledge and expertise in accounting and taxation to the team at Larson Financial. His past experience includes over 20 years as a senior tax consultant, owner of his own public accounting practice, and as a field agent for the Internal Revenue Service. He holds an MS Degree in Taxation from Golden Gate University as well as a BS Degree in Business Administration in Accounting from California State University Long Beach. Mr. Williams is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. His hobbies include cooking, baking, gardening and projects around the house as well as spending time with his two kids. |
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Trent Kutler – Client Services Department ManagerTrent has been a Managing Associate with Larson Financial for more than 3 years and has been in the tax resolution industry for 7 years. He specializes in many of the larger and more complex liability clients who are under extreme pressure from the IRS. Prior to becoming an expert in the tax debt industry, Trent opened and operated his own business straight out of college. Trent was a member of the Honors Program and holds a degree from CU Denver. He and his wife are raising 4 children together and he enjoys playing semi-pro baseball and snowboarding. |
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Warren Brown – Senior AssociateWarren has been helping individuals and businesses resolve their tax issues for over 8 years. Before joining the team at Larson Financial, Warren ran his own Accounting Practice, giving him valuable insight to many of the unique issues now affecting his clients. He is a resident expert in research and settlement options, with a specialization in penalty abatements. Warren holds a Bachelor's degree in Computer Science from the University of Wisconsin and is enrolled to practice before the IRS. He is an amateur woodworker and enjoys motorcycle riding and repair, as well as many outdoor activities including biking, skiing, and Frisbee sports. |
We strive to save our clients money, time and stress. Just as there are many different tax related problems, there are many options for tax resolution. Call us at 888-902-0778 for a free consultation. In a few minutes we will help you to better assess what options are best for your unique situation.













