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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?