The Grace Advantage
GRACE CPAs, LLP, Certified Public Accountants & Consultants is a full-service public accounting firm with offices in Monterey and Hollister, California. We provide a broad range of services to individuals and businesses, including non-profit and governmental entities. Our efforts to best serve our clients are continually enhanced through continuing education to update our knowledge and expertise regarding changes in tax and financial issues. By combining our dedication to provide the most professional, personalized services possible, with continuing professional education and the latest technology, we are committed to providing accurate and timely information. Our firm, and each partner, is licensed with the California State Board of Accountancy.
SagePoint Financial, Inc. is our firm's broker-dealer, which is separately owned and allows us to offer access to many diverse financial strategies and products. We offer independent investment advice and work with our clients to find the most appropriate strategy for their financial needs.
Newsletters
-
How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
-
HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
-
Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
-
How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?