Tax Planning & Preparation
Our Certified Public Accountants Provide Clients with Tax and Strategic Expertise
Business Accounting
We Build Relationships That Last
Wealth Management
We Change Lives and Inspire “True Wealth” One Person, One Family, One Business at a Time
Tax, Accounting and Financial Services
Gerry Andrade & Associates, Inc. CPA is uniquely qualified to assist you, your family, and your business with tax preparation, estate planning and business consulting services for privately held businesses, strategic planning, as well as investment and retirement planning.
*Investment and financial planning services are offered by Gerry Andrade through his affiliation with Avantax Wealth Management.
Helpful Content
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
College Savings
See how much you may need to save now to cover future college costs for your child.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Business Cycle
How will you weather the ups and downs of the business cycle?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.