We are a team of experienced, dedicated, and caring professionals specializing in taxation, wealth management, and business. We are more than tax preparers and bookkeepers. We are also business, financial, and tax strategists dedicated to your success. We aspire to build long-term relationships providing services and solutions for individuals, entrepreneurs, professionals, business owners, and investors.
Our unique approach is centered on you, your goals, financial planning, and tax planning to maximize your future wealth. Our comprehensive approach along with knowledge, experience, and skill as CPAs, tax professionals, and financial advisors allow us to address your many financial needs.
Invest in yourself and your financial future with the help of Donald Tapp, CPA/PFS, CFP®, a trusted advisor. CPAs are the only regulated financial planners. CPAs are licensed, rigorously trained, tested, and follow the most stringent ethical standards, acting always in your best interest with the highest level of integrity. I have no sales quotas to fill or products I am forced to sell—as a truly independent, small business owner, I am able to provide you with a personalized approach based on your needs and desires.
Tapp & Associates care about you, your families, and your businesses, and we are dedicated to your success.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There are ways to improve your physical fitness without denting your fiscal fitness.
To choose a plan, it’s important to ask yourself four key questions.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.