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
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Retirement & Rising Costs: Managing Inflation Risk
Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Planning, Saving, and Spending Over a Lifetime
Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
View all articles 
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
View all calculators 
Rightsizing for Retirement
What does your home really cost?
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.

