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Tax services that put you first.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

About Us

About Us

After more than 20 years of helping clients manage their money and grow their businesses, Somnio CPAs recognized the need to change the way individuals and small business owners work with financial consultants.


For many individuals and small businesses, their approach to financial management looks something like this: out of sight > out of mind > out of time. But waiting until the last minute is a recipe for unnecessary stress, anxiety, and frustration.


At Somnio CPAs, we believe in a year-round tax planning approach. This allows us to get to know YOU so that we can better understand your options and plan for the future.

 

Our Values

Somnio CPAs meet you where you are and strive to guide you to where you want to go.

We believe in the value of educating every client, helping them understand the fundamentals of tax planning, and demonstrating the value of creating a long-term plan for growth and stability.

Do you...

Do you...

  • Only see your tax professional once a year at tax time?
  • Have a lack of understanding of the tax code or how recent changes will affect you?
  • Get nervous about whether you'll owe, how much you’ll owe, or if you're missing out on potential savings?
  • Wish your CPA would tell you upfront what it is going to cost?

We Want to Help

To alleviate these concerns, we developed a new method to address these issues and support your financial needs. By offering year-round tax planning services, we’re able to provide ongoing advice, assistance, and strategies based on your financial situation and trajectory.

Schedule A Consultation

Somnio CPAs Team

Greg Mullaney, CFP®

Greg Mullaney, CFP®

Glenn Barber, CPA

Glenn Barber, CPA

Senior Tax Assoicate

glenn.barber@somniocpas.com

Disclosure

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.