Tax Planning & Preparation
Our Certified Public Accountants Provide Clients with Tax and Strategic Expertise
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Wealth Management
We Change Lives and Inspire “True Wealth” One Person, One Family, One Business at a Time
Tax, Accounting and Financial Services
Gerry Andrade & Associates, Inc. CPA is uniquely qualified to assist you, your family, and your business with tax preparation, estate planning and business consulting services for privately held businesses, strategic planning, as well as investment and retirement planning.
Helpful Content
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.