At Somnio CPAs, we offer a full spectrum of financial, tax, and business services—all under one roof. Whether you’re an individual planning for the future, a
business owner looking for strategic support, or a family navigating complex financial decisions, we bring together the insight and resources to help you thrive.
We go beyond basic tax filing to provide year-round strategies designed to minimize your tax burden and
align with your long-term goals. Our CPAs work
proactively to keep you ahead of deadlines, avoid
surprises, and uncover opportunities to save.
Think of us as an extension of your leadership team. From cash flow management and forecasting to financial reporting and strategic planning, our fractional CFO services give business owners access to high-level financial guidance—without the full-time overhead.
Your financial future deserves more than guesswork. We create personalized financial plans that grow with you, combining thoughtful investment strategies, goal-setting, and risk management. Whether you’re saving for college, a new home, or retirement, we help you invest with intention.
We go beyond basic tax filing to provide year-round strategies designed to minimize your tax burden and align with your long-term goals. Our CPAs work proactively to keep you ahead of deadlines, avoid surprises, and uncover opportunities to save.
Retirement should feel like a reward—not a risk. We help you turn your savings into reliable income, optimize Social Security timing, and plan for healthcare and lifestyle costs so you can retire with confidence and clarity.
Accurate books are the foundation of smart business decisions. Our bookkeeping and payroll solutions services take the administrative burden off your plate—ensuring compliance, clarity, and more time for you to focus on growth.
Join the Somnio Wealth and CPAs community for actionable advice, event invites, and updates from your trusted wealth and tax professionals.
Professionals associated with Somnio Wealth may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Somnio CPA’s, and not affiliated with LPL Financial. Tax related services offered through Somnio CPA’s DBA Somnio Wealth. Somnio CPA’s is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.
