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
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
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.
A Hard Conversation Made Easy
Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Facilitate Family Financial Conversations Across Generations
Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.

