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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.
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Helpful Content
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
Planning Your Legacy & Your Family’s Financial Future
Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.

