Modern Advisors

Modern Advisors Modern Advisors is a woman-owned CPA & advisory service firm. At Modern Advisors, we understand that each client is unique with different plans and goals.

Our advisory team provides investment and wealth planning, tax planning and preparation, outsourced accounting & payroll services. We take the time to learn about you and your business allowing us to build a long-lasting relationship. We're small enough to get to know you and experienced enough to meet your needs. We embrace technology to support clients both locally and throughout the United Stat

es. We are a Next Generation™ accounting firm. If you are looking for a firm to walk beside you to assist in building a strong financial future, our advisors look forward to meeting you.

🎉 Celebrating Alvin’s 1st Work Anniversary! 🎉Today marks Alvin’s first work anniversary with our firm! Over the past yea...
06/03/2026

🎉 Celebrating Alvin’s 1st Work Anniversary! 🎉

Today marks Alvin’s first work anniversary with our firm! Over the past year, Alvin has demonstrated outstanding dedication, attention to detail, and a strong commitment to our clients. We’re grateful to have you on our team, Alvin, and we look forward to many more years of success together.

Congratulations on this milestone!

Start Your Week With Smart Money Moves! 💡💸Kick off the week by taking a few minutes to review your budget and set a new ...
06/01/2026

Start Your Week With Smart Money Moves! 💡💸

Kick off the week by taking a few minutes to review your budget and set a new savings goal. Remember, small steps today can lead to big financial results tomorrow!

Let’s make this week count for your wallet and your future. 🚀

Weird But True: Strange State Taxes Across the U.S.! 🥯Did you know some states have truly bizarre taxes? For example, in...
05/29/2026

Weird But True: Strange State Taxes Across the U.S.! 🥯

Did you know some states have truly bizarre taxes? For example, in Maine, blueberries are taxed, and in New York, you’ll pay extra for a sliced bagel! 🤔

State tax rules can be quirky, make sure you’re in the know. 😉

Wealth Building Made Simple: Start Now! 🏁🤑No matter where you start, it’s never too late to build wealth. Automate your ...
05/27/2026

Wealth Building Made Simple: Start Now! 🏁🤑

No matter where you start, it’s never too late to build wealth. Automate your savings, diversify your investments, and stay on track with expert advice.

The best time to start is now! ⏰

Honoring Memorial Day 🇺🇸This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice...
05/25/2026

Honoring Memorial Day 🇺🇸

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country.

Let’s take a moment to reflect on their courage and dedication.

Wishing everyone a meaningful and safe Memorial Day.

Fun fact: The very first official Tax Day in the U.S. was March 1, 1914! 💡 Since then, tax laws and deadlines have chang...
05/22/2026

Fun fact: The very first official Tax Day in the U.S. was March 1, 1914! 💡 Since then, tax laws and deadlines have changed a lot, but the importance of filing on time remains the same.

Stay informed and let us help you navigate every tax season with confidence! 📝✅

🚨 Don’t Miss the Estimated Tax Payment Due Date!The next estimated tax deadline is just around the corner! If you earn i...
05/21/2026

🚨 Don’t Miss the Estimated Tax Payment Due Date!

The next estimated tax deadline is just around the corner! If you earn income outside of traditional employment—such as self-employment, side gigs, or investments—remember to submit your estimated payment.

File early to avoid late fees and keep your financial plan on track.

Brick by Brick: Build Your Wealth One Step at a Time! 🧱💰Building financial wealth doesn’t happen overnight. Start with s...
05/19/2026

Brick by Brick: Build Your Wealth One Step at a Time! 🧱💰

Building financial wealth doesn’t happen overnight. Start with small, smart steps like budgeting, saving, and investing consistently. Every decision you make today lays the foundation for a stronger tomorrow!

Ready to take your next step? Let’s build together! 🚀

Building Wealth: Step by Step to Financial Freedom💰Wealth doesn’t happen overnight—it’s built through smart habits, wise...
05/14/2026

Building Wealth: Step by Step to Financial Freedom💰

Wealth doesn’t happen overnight—it’s built through smart habits, wise investments, and consistent planning.

Start today by setting clear goals, diversifying your investments, and making your money work for you!

💸 Wondering Where Your Tax Refund Is?Curious about the status of your tax refund? The fastest way to check is with the I...
05/04/2026

💸 Wondering Where Your Tax Refund Is?

Curious about the status of your tax refund? The fastest way to check is with the IRS "Where’s My Refund?" tool online. Make sure you have your Social Security number, filing status, and refund amount handy. Most refunds are issued within 21 days, but some may take longer if additional review is needed.

Stay informed and track your refund today!

Address

11161 E State Road 70, Unit 110/835
Bradenton, MD
34202

Telephone

+13013920677

Website

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