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.
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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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What to Do When You Lose Your Wallet
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The Business Cycle
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It May Be Time for a Financial Checkup
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A New Way to Look at Your Bucket List
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Surprises
Making the most of surprises is a great reason to work with us.