Adding value to your business, one client at a time.
At FPM & Associates, we pride ourselves on being a forward-thinking firm that is dedicated to helping our clients achieve their financial goals. With years of experience in the industry, we have developed a deep understanding of the complexities of the financial world and are committed to using our expertise to guide our clients towards success.
Our firm is built on the values of excellence, professionalism, and a commitment to delivering exceptional service to our clients. We believe that every client is unique, and we strive to tailor our services to meet the specific needs of each individual or business.
Our Mission
Our mission is to provide our clients with a personalized approach to financial planning and tax preparation. We aim to build long-lasting relationships with our clients, based on trust, communication, and a deep understanding of their financial goals.
Our Services
At FPM & Associates, we offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our services include:
- Tax Management Services: We provide personalized tax planning and preparation services to individuals, businesses, and trusts.
- Financial Planning and Analysis: We work with our clients to create a comprehensive financial plan, tailored to their specific needs and goals.
- Accounting Services: Our team of experienced accountants provides a range of accounting services, including bookkeeping, financial statement preparation, and controller-level services.
- Estate and Trust Planning and Tax Preparation: We help our clients plan for the future, ensuring that their assets are protected and their families are taken care of.
- Financial Tools and Resources: Our website offers a range of financial calculators and resources to help our clients make informed decisions about their financial futures.
At FPM & Associates, we believe that financial planning and tax preparation should be a collaborative process. We take the time to listen to our clients' goals and concerns, and work closely with them to develop a customized plan tailored to their specific needs.
Our Team
At FPM & Associates, we are proud to have a team of experienced and certified professionals who are dedicated to providing exceptional service to our clients. Our team is composed of certified public accountants (CPAs), certified financial planners (CFPs), and certified public bookkeepers (CPBs), each with a deep understanding of the financial industry and a commitment to delivering exceptional service.
Contact Us
We invite you to learn more about our services and how we can help you achieve your financial goals. Please feel free to contact us with any questions or concerns you may have.

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