Broker Check

Bould & Associates, P.C., CPA'S
Bould Financial Professionals

The Cornerstone of Your Financial Future

Jane Bond: Decoding Diversification Events on Wall Street Charitable Giving: Smart from the Heart

Bould & Associates, P.C., CPA'S

Bould Financial Professionals



The Cornerstone for Your Financial Future.

For more than 20 years, we have helped our clients grow and manage their businesses, minimize their taxes, and work toward personal financial security.

Integrating tax expertise, accounting, consulting and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that both yields desired results and simplifies your life.

As certified public accountants, Bould & Associates, P.C. are trusted advisors who can position you and your business to reach your financial goals. We provide accounting, tax and consulting services for individuals and small business. In accounting, we provide reviewed and compiled financial statement services, QuickBooks® and Peachtree® installation and assistance, and periodic client financial statement assistance. In tax, we provide expert individual, corporate, estate and partnership return preparation and tax reduction planning. In consulting, we provide litigation services and business profitibility services.

As financial advisors, Bould Financial Professionals provides comprehensive investment and insurance planning. The objective is to help clients achieve long term financial goals include retirement income and security planning, education planning and inheritance planning. Products include mutual funds, money management services including Portfolio Advisory Services, life and long term care insurance.

Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow