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
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
6 Financial Habits for a Secure and Successful Retirement
Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.