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1227 Grand Avenue
Glenwood Springs, CO 81601

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(970) 945-9156

 

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

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Year-End Planning & Wealth-Building Strategies

Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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