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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
