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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

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Emergency Fund Calculator

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Directors and Officers Liability Insurance

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Managing an Inheritance

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Get a snapshot of your overall financial picture by calculating your total net worth.

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Compare the long-term financial outcomes of renting versus buying a home.

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Compare two different scenarios side by side to see how they stack up over time.

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See how long your current savings might last if a disability interrupted your income.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should You Tap Retirement Savings to Fund College?

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