Patrick W. Bould, CPA
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, Patrick W. Bould, CPA is a trusted advisor 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 professional 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
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Glossary of Scam Terms
A helpful glossary of current scams.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
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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.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
