Tapp & Associates, Inc.

Tapp & Associates, Inc. is a Certified Public Accounting (CPA) firm. We provide tax planning, tax compliance, estate planning, business consulting, and accounting services for clients in a broad range of business and professional activities. Investment and financial planning services are offered by Donald Tapp through his affiliation with HD Vest. We are here for you. We focus on your financial life, not just your taxes. We have the tools and skills to help you make informed financial decisions, manage your business, or start a new one. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime. We provide assistance in the following areas: Tax Compliance: Income Tax Planning Estate Planning Individuals Partnerships Limited Liability Companies S-Corporations Corporate Taxation Estate, Trust & Gift Tax Returns Home Owner Associations Not-For-Profit Organizations Professional Athletes and Entertainers Payroll Taxes Sales Tax Accounting: Compilation and Review of Financial Statements Strategic Planning Full Service Bookkeeping Payroll QuickBooks Financial Services: Financial Planning Business Planning Investment Management* Retirement Planning Cash Flow and Debt Management Education Planning Legacy Planning Family Risk Management Special Situations Investments: Mutual Funds Stocks Fixed Income Exchange Traded Funds Brokerage Accounts Advisory Services Annuities Brokerage Accounts Insurance: Life Insurance Long-Term-Care Insurance Disability Income Insurance We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.