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.
Helpful Content
Building Your Legacy
A four-step framework for building a personal legacy.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.