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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Glossary of Scam Terms
A helpful glossary of current scams.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Estate Strategies to Grow Wealth for Generations
Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Saving for College 101
Here's a crash course on saving for college.