Broker Check

1227 Grand Avenue
Glenwood Springs, CO 81601

LinkedIn

(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

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Financial Planning for Divorce

Tap into one of the most important members of your "divorce team".

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Understanding Social Security: 5 Common Myths Explained

Have questions about Social Security? Explore five common myths to better understand your benefits and options.

View all articles arrow

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will My Savings Last If I Become Disabled?

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Comparing Investments

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

View all calculators arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What to Do When You Lose Your Wallet

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

Rightsizing for Retirement

What does your home really cost?

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.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

View all videos arrow