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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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Changing Unhealthy Behaviors

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How the SECURE Act 2.0 Changed RMDs

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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

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A Penny Saved is Two Pennies Earned

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Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Grantor Retained Annuity Trusts (GRATs)

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Rollover Unused 529 Funds to a Roth IRA

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Inflation & Retirement

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

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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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What does your home really cost?

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When should you take your Social Security benefit?

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