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
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Saving for College 101
Here's a crash course on saving for college.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Business Cycle
How will you weather the ups and downs of the business cycle?

