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.
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Have You Planned Your Succession Yet?
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The Five Basics of Financial Literacy
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Estimate total wedding costs and see how different choices affect your overall budget.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Jane Bond: Infiltrating the Market
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Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?