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
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?