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Patrick W. Bould, CPA

Bould Financial Professionals

Providing the Cornerstones

for your Financial Future

Making Your Tax Bracket Work Charitable Giving: Smart from the Heart

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.

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How Medicare can address health care needs in your retirement strategy.

Long-Term-Care Needs

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Estimate potential long-term care costs and what coverage may help address them.

 

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How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.

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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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For homeowners who think their property taxes are too high, there are ways to appeal.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Creative Ways to Motivate Your Employees

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

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Long-Term-Care Needs

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Compare two different scenarios side by side to see how they stack up over time.

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Compare the long-term financial outcomes of renting versus buying a home.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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