Modern Advisors

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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 States. 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.

🍁 Don’t Forget to Fall Back! 🍁⏰Daylight Saving Time is here! Remember to set your clocks back one hour tonight before go...
11/01/2026

🍁 Don’t Forget to Fall Back! 🍁

⏰Daylight Saving Time is here! Remember to set your clocks back one hour tonight before going to bed!🛏️

It’s also a great time to check your smoke detectors and review important financial dates for year-end planning.

Stay safe and enjoy the extra hour of sleep!😴

Spooktacular Vibes Only — Happy Halloween! 🎃👻It’s that time of year when ghosts, goblins, and ghouls come out to play! 🕸...
10/31/2026

Spooktacular Vibes Only — Happy Halloween! 🎃👻

It’s that time of year when ghosts, goblins, and ghouls come out to play! 🕸️🧙‍♀️
Whether you're trick-or-treating, costume partying, or just enjoying the candy haul, have a safe and spooky Halloween! 🍬🦇

Don’t forget to share your costumes and haunted decor! 📸✨

Your Wealth, Your Way 💎✨Creating wealth isn’t just about money, it’s about freedom, choices, and living life on your ter...
10/27/2026

Your Wealth, Your Way 💎✨

Creating wealth isn’t just about money, it’s about freedom, choices, and living life on your terms. 💎 Whether you're saving, investing, or building a business, your journey matters.

💡 Fun Financial Fact: The Power of a Penny! 🪙📈Did you know? If you saved just $1 every day, you’d have $365 by the end o...
10/23/2026

💡 Fun Financial Fact: The Power of a Penny! 🪙📈

Did you know? If you saved just $1 every day, you’d have $365 by the end of the year, enough for a weekend getaway, a new gadget, or a solid emergency fund starter! 💰🌟

Small habits lead to big results. Start today and watch your savings grow! 🚀

Build Wealth, One Step at a Time 🧱📈Wealth isn’t built overnight, it’s built with intention, discipline, and smart choice...
10/20/2026

Build Wealth, One Step at a Time 🧱📈

Wealth isn’t built overnight, it’s built with intention, discipline, and smart choices.

💡 Start small, stay consistent, and watch your financial future grow. 🌱💸

Happy Boss’s Day to the Leaders Who Inspire! 👏👔Today we celebrate the mentors, motivators, and visionaries who guide us ...
10/16/2026

Happy Boss’s Day to the Leaders Who Inspire! 👏👔

Today we celebrate the mentors, motivators, and visionaries who guide us every day. 💼✨
Thank you to all the amazing bosses who lead with integrity, empathy, and purpose. Your support and leadership make a difference! 🙌

Tag your boss and let them know how much they’re appreciated! 💬💙

Level Up Your Finances! 💸🔥Ready to take control of your financial destiny? 🚀 From budgeting to investing, every move you...
10/14/2026

Level Up Your Finances! 💸🔥

Ready to take control of your financial destiny? 🚀 From budgeting to investing, every move you make brings you closer to wealth.

Start now, stay focused, and let your money work for you! 💼💵

Honoring Exploration and Heritage this Columbus Day 🇺🇸🌍Today, we commemorate the spirit of exploration and the journey t...
10/12/2026

Honoring Exploration and Heritage this Columbus Day 🇺🇸🌍

Today, we commemorate the spirit of exploration and the journey that shaped history. Columbus Day reminds us of the courage to venture into the unknown and the importance of understanding our shared past. 🌊🧭

Let’s take a moment to reflect, learn, and celebrate the diverse cultures that make up our world. 🌎✨

🗂️ What Payroll Records Do You Need to Keep? 🗂️Do you know which payroll records you’re required to keep for your busine...
10/08/2026

🗂️ What Payroll Records Do You Need to Keep? 🗂️

Do you know which payroll records you’re required to keep for your business? Keeping accurate records like timesheets, wage calculations, tax forms, and payment details is key for IRS compliance and smooth operations! 📝

Not sure what’s needed? Let’s make sure you’re covered! Reach out for a full checklist. 📋

💡 Understanding Tax Brackets: What You Need to KnowTax brackets determine the rate you pay on each portion of your incom...
10/06/2026

💡 Understanding Tax Brackets: What You Need to Know

Tax brackets determine the rate you pay on each portion of your income—not your entire income. As your income increases, only the amount in each bracket is taxed at that rate.

Understanding how tax brackets work can help you plan smarter and avoid surprises at tax time!

Address

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

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