We strive to know you, your priorities, your goals and your aspirations so we can create a comprehensive plan designed to address what is important in your life.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome, Solomon CPAs & Financial Services PLLC is a financial organization in Mesa, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in tax, accounting, and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are six flags that may make your tax return prime for an IRS audit.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?