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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When Markets React
When markets shift, experienced investors stick to their strategy.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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 Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.