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
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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
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Fixed for Life: What Can an Annuity Do for You?
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.