Michael Solari Certified Public Accountant
Areas of Expertise
- Tax Preparation for Individuals, Partnerships, and Corporations
- Financial Statements for Businesses and Fiduciaries
- Personal Financial Optimization Planning and Investment Portfolio Analysis
Michael has over 7 years of experience in public accounting and has been a licensed CPA since August of 2018. Michael provides tax preparation and planning services to individuals, trusts, partnerships and corporations. He also brings experience in financial accounting including preparation of financial statements for businesses and fiduciaries.
Michael has over 7 years of experience in public accounting and has been a licensed CPA since 2018.
Michael is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
In addition to his tax expertise Michael excels in matters on personal finance. He provides personal financial optimization planning in which he will assist you in optimizing your cash-flow, tax strategy, retirement savings, business entity structure, debt management, and general financial planning. He also offers investment portfolio analysis where he will review your investment portfolio from a tax, cost, asset-mix, fee and risk‐perspective. The investment portfolio analysis does not recommend specific securities or attempt to sell any financial instruments.
Michael is a native of Lodi and a graduate of the University of the Pacific. In his free time, he enjoys spending time with his family and playing tennis.
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