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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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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.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.