Trusted
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 MoreIndependent
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreTeamwork
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreUnderstanding 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.
Investment services are offered by Chris Solomon and Rick Solomon through affiliation with Avantax.
Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?