Going CPAs & Wealth Advisors

Going CPAs & Wealth Advisors We are members of the American Institute of Certified Public Accountants and the Society of Louisiana Certified Public Accountants.

We provide a wide range of accounting and advisory services: individual and business tax return preparation, business consultation, litigation support, technology consultation, assets under management investments, and personal financial planning. We are also Registered Investment Advisors with the State of Louisiana.

We encourage you to visit our website at https:going.cpa/ for the June download of our Tax News article "Midyear Checkup...
06/02/2026

We encourage you to visit our website at https:going.cpa/ for the June download of our Tax News article "Midyear Checkup - You May Be Able to Contribute More you Your Retirement Plan". In addition, you will find our Investment News article "Retirement Confidence Down". Please feel free to reach out to one of our team members to see if we could be of assistance to you.

An introductory virtual meeting to talk about what we do, our process, what you may be looking for, and how you think we can help. We're happy to connect via Microsoft Teams or by phone - whichever works best for you.Thank you!

05/30/2026

Let's Geaux Cajuns... way to go Mark!

Geaux Cajuns!⚾️
05/25/2026

Geaux Cajuns!⚾️

The Louisiana Ragin' Cajuns are officially headed to the Starkville Regional in the NCAA Baseball Tournament! We break down the regional field, the Cajuns’ p...

Looking forward to attending this session!
05/20/2026

Looking forward to attending this session!

LISTEN UP 📢 This is the voice that tax, accounting, and finance needs right now.

Keynote speaker Ian Bremmer, President and Founder of Eurasia Group and GZERO Media, is back at ENGAGE 2026. One of the world's leading authorities on global risk, Ian has become a fixture at ENGAGE for good reason.

From advising Fortune 500 companies to briefing heads of state, he translates geopolitical complexity into clear, actionable insight. This year, he'll share what the current global landscape means for accounting and finance leaders.

Learn more here: https://bit.ly/4bwj5ot

05/17/2026

Looking forward to attend again to learn new strategies to build our clients' wealth!

We encourage you to visit our website at https:going.cpa/ for the May download of our Tax News article "Bill Seeks to Fi...
05/01/2026

We encourage you to visit our website at https:going.cpa/ for the May download of our Tax News article "Bill Seeks to Fix Roth Rollover Glitch". In addition, you will find our Investment News article "Market Month - April 2026". Please feel free to reach out to one of our team members to see if we could be of assistance to you.

An introductory virtual meeting to talk about what we do, our process, what you may be looking for, and how you think we can help. We're happy to connect via Microsoft Teams or by phone - whichever works best for you.Thank you!

We encourage you to visit our website at https:going.cpa/ for the March download of our Tax News article "There's Still ...
03/04/2026

We encourage you to visit our website at https:going.cpa/ for the March download of our Tax News article "There's Still Time to Fund an IRA for 2025". In addition, you will find our Investment News article "Geopolitics and the U.S. Financial Markets". Please feel free to reach out to one of our team members to see if we could be of assistance to you.

An introductory virtual meeting to talk about what we do, our process, what you may be looking for, and how you think we can help. We're happy to connect via Microsoft Teams or by phone - whichever works best for you.Thank you!

02/17/2026

See how the markets performed in January 2026.

02/12/2026

Address

2811 S Union Street
Opelousas, LA
70570

Telephone

(337) 942-3041

Website

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