Max Lovato is a Certified Public Accountant who works closely with individuals, entrepreneurs, and small to medium-sized businesses to simplify complex tax and financial matters. Born and raised in Colorado Springs, Max understands the unique challenges business owners face and enjoys helping clients make smarter financial decisions as their businesses grow.
Max graduated from Colorado State University in 2017 with a degree in Accounting and Corporate Finance. Since beginning his career in public accounting, Max has focused on business, individual, and estate tax planning and compliance, while also advising closely held companies on succession planning and improving accounting processes.
Max believes tax planning should be proactive, practical, and easy for clients to understand. He takes pride in building long-term relationships and serving as a trusted advisor for clients navigating important financial decisions.
Outside of work, Max enjoys spending time in Colorado’s outdoors and spending time with family and friends.