Tax Planning & Preparation
Our Certified Public Accountants Provide Clients with Tax and Strategic Expertise
Business Accounting
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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.
*Investment and financial planning services are offered by Gerry Andrade through his affiliation with Avantax Wealth Management.
Helpful Content
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Buying a Home
A look at what you need to think about when buying a home.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.