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
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.