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
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Introducing the 530A Accounts
An article explaining 530A Accounts.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
When Markets React
When markets shift, experienced investors stick to their strategy.