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
Grantor Retained Annuity Trusts (GRATs)
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Diversification, Patience, and Consistency
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A Quick Guide to Socially Responsible Investing
Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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Ascertaining the value of your business is important for a variety of reasons.
Breaking Down the Parts of Medicare
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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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Explore how compound interest can grow your money over time with this interactive tool.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.

