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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Military families face unique challenges, making personal finance even more critical.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Important items to consider when purchasing condo insurance.
It sounds simple, but paying yourself first can really pay off.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.