Tax Planning & Preparation
Our Certified Public Accountants Provide Clients with Tax and Strategic Expertise
Business Accounting
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Wealth Management
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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
College Savings
See how much you may need to save now to cover future college costs for your child.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
To choose a plan, it’s important to ask yourself four key questions.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?