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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.

Helpful Content

What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Adapting Your Money Habits for a Confident Retirement

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Long-Term-Care Needs

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

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Surprises

Making the most of surprises is a great reason to work with us.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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