Tax Planning & Preparation
Our Certified Public Accountants Provide Clients with Tax and Strategic Expertise
Business Accounting
We Build Relationships That Last
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.
*Investment and financial planning services are offered by Gerry Andrade through his affiliation with Avantax Wealth Management.
Helpful Content
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Buying a Home
A look at what you need to think about when buying a home.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.