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
Glossary of Scam Terms
A helpful glossary of current scams.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Saving for College 101
Here's a crash course on saving for college.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.