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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

Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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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

 

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Safeguarding Purchasing Power Across Generations

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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Brief History of Estate Taxes

Federal estate taxes have long been a source of funding for the federal government.

Planning Your Legacy & Your Family’s Financial Future

Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.

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.

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Emergency Fund Calculator

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

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.

Comparing Mortgage Terms

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What Is My Net Worth?

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Other Sure Thing

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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