Going Cpas and Wealth Advisors

Brochure Form ADV Part 2A Item 1 - Cover Page CRD# 117104 Main Office 2811 South Union Opelousas, Louisiana 70570 (337) 942-3041 1101 East Admiral Doyle Dr. Suite 402 New Iberia, Louisiana 70560 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 www.goingcpa.com July 16, 2026 This Brochure provides information about the qualifications and business practices of Going CPAs & Wealth Advisors, LLP. If you have any questions about the contents of this Brochure, please contact us at (337) 942-3041 or craig@goingcpa.com. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state authority, and registration does not imply a certain level of skill or training. . Going CPAs & Wealth Advisors, LLP is an investment advisory firm registered with the appropriate regulatory authority. Registration does not imply a certain level of skill or training. Additional www.AdviserInfo.sec.gov information about Going CPAs & Wealth Advisors, LLP is available on the SEC’s website at Item 2 - Material Changes Registered Investment Advisers are required to use the format of this Brochure to inform clients of the nature of advisory services provided, types of clients served, fees charged, potential conflicts of interest and other information. The Brochure requirements include providing a Summary of Material Changes (the “Summary”) reflecting any material changes to our policies, practices, or conflicts of interest made since our last required “annual update” filing. In the event of any material changes, such Summary is provided to all clients within 120 days of our fiscal year-end. Our last annual update was filed on February 12, 2026. Of course, the complete Brochure is available to you at any time upon request.  Item 3 - Table of Contents Page Item 1 - Cover Page ............................................................................................................................................................ 1 Item 2 - Material Changes................................................................................................................................................ 1 Item 3 - Table of Contents ............................................................................................................................................... 2 Item 4 - Advisory Business ............................................................................................................................................. 3 Item 5 - Fees and Compensation .................................................................................................................................. 7 Item 6 - Performance-Based Fees and Side-By-Side Management ................................................................ 8 Item 7 - Types of Clients .................................................................................................................................................. 8 Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss ........................................................ 8 Item 9 - Disciplinary Information .............................................................................................................................. 10 Item 10 - Other Financial Industry Activities and Affiliations ....................................................................... 10 Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading .. 10 Item 12 - Brokerage Practices ..................................................................................................................................... 11 Item 13 - Review of Accounts ...................................................................................................................................... 13 Item 14 - Client Referrals and Other Compensation .......................................................................................... 13 Item 15 - Custody .............................................................................................................................................................. 13 Item 16 - Investment Discretion ................................................................................................................................. 13 Item 17 - Voting Client Securities .............................................................................................................................. 14 Item 18 - Financial Information .................................................................................................................................. 14 Brochure Supplements…………………..………………………...……………………………….………………… Exhibit A Page 2  Item 4 - Advisory Business General Information Going CPAs & Wealth Advisors, LLP (“Going CPAs”) registered as an investment advisory firm in 1998, and provides financial planning, portfolio management, and general consulting services to its clients. Brochure Supplements Matthew Sebastien, Donald Fisher, Craig LeBouef, Darren Cart, C. Matthew Ledoux, Robert Roy, Jr., Scott Hayes, Amy Spellman and Kaleb Andrepont are owners of Going CPAs accounting firm. , Exhibit A, for more information on these owners and other Please see individuals who formulate investment advice and have direct contact with clients or have discretionary authority over client accounts. As of December 31, 2025, Going CPAs managed $160,825,856 assets on a discretionary basis, and no assets on a non-discretionary basis. SERVICES PROVIDED At the outset of each client relationship, we spend time with you, asking questions, discussing your investment experience and financial circumstances, and broadly identifying your major goals. You may elect to retain us to prepare a full financial plan. This written report is presented to you for consideration. In most cases, clients subsequently retain us to manage their investment portfolio on an ongoing basis. For those financial planning clients making this election, and for other clients who do not need financial planning but retain us for portfolio management services, based on all the information initially gathered, we generally develop: • • a financial outline for you based on your financial circumstances and goals, and your risk tolerance level (the “Financial Profile” or “Profile”); and your investment objectives and guidelines (the “Investment Plan” or “Plan”). The Financial Profile is a reflection of your current financial picture and a look to your future goals. The Investment Plan outlines the types of investments we will make or recommend on your behalf to meet those goals. The Profile and the Plan are discussed regularly with you, but are not necessarily written documents. Finally, where we provide only limited financial planning or general consulting services, we will work with you to prepare an appropriate summary of the specific project(s) to the extent necessary or advisable under the circumstances. Financial Planning One of the services offered by us is financial planning, described below. This service may be provided as a stand-alone service or may be coupled with ongoing portfolio management. Financial planning may include advice that addresses one or more areas of your financial situation, such as estate planning, risk management, budgeting and cash flow controls, retirement planning, Page 3  education funding, and investment portfolio design and ongoing management. Depending on your particular situation, financial planning may include some or all of the following: • • • • • • • • • Gathering factual information concerning your personal and financial situation; Assisting you in establishing financial goals and objectives; Analyzing your present situation and anticipated future activities in light of your financial goals and objectives; Identifying problems foreseen in the accomplishment of these financial goals and objectives and offering alternative solutions to the problems; Making recommendations to help achieve retirement plan goals and objectives; Designing an investment portfolio to help meet your goals and objectives; Providing estate planning; Assessing risk and reviewing basic health, life and disability insurance needs; or Reviewing goals and objectives and measuring progress toward these goals. Once financial planning advice is given, you may choose to have us implement your financial plan and manage your investment portfolio on an ongoing basis. However, you are under no obligation to act upon any of the recommendations made by us under a financial planning engagement and/or engage the services of any recommended professional. Portfolio Management As described above, at the beginning of a client relationship, we meet with you, gather information and perform research and analysis as necessary to develop your Investment Plan. The Investment Plan will be updated from time to time when requested by you, or when determined to be necessary or advisable by us based on updates to your financial or other circumstances. To implement your Investment Plan, we will manage your investment portfolio on a discretionary basis. As a discretionary investment adviser, we will have the authority to supervise and direct your portfolio without prior consultation with you. Notwithstanding the foregoing, you may impose certain written restrictions on us in the management of your investment portfolio, such as prohibiting the inclusion of certain types of investments in an investment portfolio or prohibiting the sale of certain investments held in the account at the commencement of the relationship. You should note, however, that restrictions imposed by you may adversely affect the composition and performance of your investment portfolio. You should also note that your investment portfolio is treated individually by giving consideration to each purchase or sale for your account. For these and other reasons, performance of your investment portfolio within the same investment objectives, goals and/or risk tolerance may differ and you should not expect that the composition or performance of your investment portfolio would necessarily be consistent with similar clients of ours. General Consulting In addition to the foregoing services, we may provide general consulting services to you. These services are generally provided on a project basis, and may include, without limitation, minimal cash flow planning for certain events such as education expenses or retirement, estate planning analysis, income tax planning analysis and review of your insurance portfolio, as well as other matters specific to you as and when requested by you and agreed to by us. The scope and fees for consulting services will be negotiated with you at the time of engagement for the applicable project. Page 4  Individual Retirement Advice When we are making investment recommendations to you regarding your retirement plan account or individual retirement account, we are acting as fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money or otherwise are compensated creates some conflicts with your financial interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule's provisions, we must:       Meet a professional standard of care when making investment recommendations (give prudent advice) to you; Never put our financial interests ahead of yours when making recommendations (give loyal advice); Avoid misleading statements about conflicts of interest, fees, and investments; Follow policies and procedures designed to ensure that we give advice that is in your best interest; Charge no more than what is reasonable for our services; and Give you basic information about our conflicts of interest. Retirement Plan Advisory Services Establishing a sound fiduciary governance process is vital to good decision-making and to ensuring that prudent procedural steps are followed in making investment decisions. We will provide Retirement Plan consulting services to Plans and Plan Fiduciaries as described below. The particular services provided will be detailed in the consulting agreement. The appropriate Plan Fiduciary(ies) designated in the Plan documents (e.g., the Plan sponsor or named fiduciary) will (i) make the decision to retain our firm; (ii) agree to the scope of the services that we will provide; and (iii) make the ultimate decision as to accepting any of the recommendations that we may provide. The Plan Fiduciaries are free to seek independent advice about the appropriateness of any recommended services for the Plan. Retirement Plan consulting services may be offered individually or as part of a comprehensive suite of services. The Employee Retirement Income Security Act of 1974 (“ERISA”) sets forth rules under which Plan Fiduciaries may retain investment advisers for various types of services with respect to Plan assets. For certain services, Going CPAs will be considered a fiduciary under ERISA. For example, we will act as an ERISA § 3(21) fiduciary when providing non-discretionary investment advice to the Plan Fiduciaries by recommending a suite of investments as choices among which Plan Participants may select. Also, to the extent that the Plan Fiduciaries retain us to act as an investment manager within the meaning of ERISA § 3(38), we will provide discretionary investment management services to the Plan. Consulting Fiduciary Services Investment Selection Services • We will provide Plan Fiduciaries with recommendations of investment options consistent with ERISA section 404(c). Plan Fiduciaries retain responsibility for the final determination of investment options and for compliance with ERISA section 404(c). Page 5  • Non-Discretionary Investment Advice We provide Plan Fiduciaries and Plan Participants general, non-discretionary investment advice regarding asset classes and investments. Investment Monitoring • investment performance, consistency of We will assist in monitoring the plan’s investment options by preparing periodic fund investment reports that document management and conformation to the guidelines set forth in the investment policy statement and we will make recommendations to maintain or remove and replace investment options. The details of this aspect of service will be enumerated in the engagement agreement between the parties. Management Fiduciary Services • Discretionary Management Services When retained as an investment manager within the meaning of ERISA § 3(38), we provide continuous and ongoing supervision over the designated retirement plan assets. We will actively monitor the designated retirement plan assets and provide ongoing management of the assets. When applicable, we will have discretionary authority to make all decisions to buy, sell or hold securities, cash or other investments for the designated retirement plan assets in our sole discretion without first consulting with the Plan Fiduciaries. We also have the power and authority to carry out these decisions by giving instructions, on your behalf, to brokers and dealers and the qualified custodian(s) of the Plan for our management of the designated retirement plan assets. • Discretionary Investment Selection Services for Plans We will monitor the investment options of the Plan and add or remove investment options for the Plan without prior consultation with the Plan Fiduciaries. We will have discretionary authority to make and implement all decisions regarding the investment options that are available to Plan Participants. • Discretionary Investment Management Services for Plan Participants We will assist a Plan Participant in selecting from available investment options in their qualified plan. Under this limited scope engagement, we only advise the Plan Participant on the assets in the qualified plan, and do not take into consideration any outside investments. After consulting with the Plan Participant, we will place the trades necessary to invest existing assets in the Plan according to the objectives we establish together. We will assist in setting up the investment of ongoing contributions to the Plan account and will monitor the Plan Account on an ongoing basis, no less often than quarterly. We will make any adjustments necessary to keep the Plan Account in line with the established objectives. Non-Fiduciary Services • Participant Education We will provide education services to Plan Participants about general investment principles and the investment alternatives available under the Plan. Education presentations will not take into account the individual circumstances of each Plan Participant and individual recommendations will not be provided unless a Plan Participant separately engages us for Page 6  such services. Plan Participants are responsible for implementing transactions in their own accounts. • Participant Enrollment Item 5 - Fees and Compensation We will assist with group enrollment meetings designed to increase retirement Plan participation among employees and investment and financial understanding by the employees. Item 12 - Brokerage Practices General Fee Information Fees paid to us are exclusive of all custodial and transaction costs paid to the client’s custodian, brokers or other third-party consultants. Please see for additional information. Fees paid to us are also separate and distinct from the fees and expenses charged by mutual funds, ETFs (exchange traded funds) or other investment pools to their shareholders (generally including a management fee and fund expenses, as described in each fund’s prospectus or offering materials). You should review all fees charged by funds, brokers, Going CPAs and others to fully understand the total amount of fees paid by you for investment and financial-related services. Portfolio Management Fees The annual fee schedule, based on a percentage of assets under management, is as follows: First $1,000,000 Next $500,000 Balance over $1,500,000 1.25% 1.00% 0.75% The minimum portfolio value is generally set at $100,000. Minimum annual fees may apply. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem it appropriate under the circumstances. Portfolio management fees are generally payable quarterly, in advance. If management begins after the start of a quarter, fees will be prorated accordingly. With your authorization and unless other arrangements are made, fees are normally debited directly from your account(s). Either you or Going CPAs may terminate your Investment Advisory Agreement at any time, subject to any written notice requirements in the agreement. In the event of termination, any paid but unearned fees will be promptly refunded to you based on the number of days that the account was managed, and any fees due to us from you will be invoiced or deducted from your account prior to termination. Financial Planning and General Consulting Fees For those clients who do not require the continuous portfolio management services of Going CPAs, fees are charged hourly at rates ranging from $125 to $225, depending on the personnel involved and the scope of the work. These charges are invoiced monthly, in arrears. The hourly rates are not negotiable. For large projects or at your request, we may provide you with an estimate prior to beginning work. Page 7  Discretionary Investment Management Services for Plan Participants For Plan Participants who engage us for ongoing, discretionary management of their Plan assets, we assess a fee of 1% annually, payable in advance. Other Compensation Darren Cart, Partner of Going CPAs, is licensed to sell insurance in Louisiana. In providing advisory services, Mr. Cart may recommend the purchase of products under circumstances where he would be entitled to receive a commission or other compensation in the transaction. In all such circumstances, however, you will be notified of this payment in advance of the transaction, and under no circumstances will you pay both a commission to Mr. Cart and a management fee to us on Item 6 - Performance-Based Fees and Side-By-Side Management the same pool of assets. We do not have any performance-based fee arrangements. “Side-by-Side Management” refers to a situation in which the same firm manages accounts that are billed based on a percentage of assets under management and at the same time manages other accounts for which fees are assessed on a performance fee basis. Because we have no performance-based fee accounts, we have no side-by- Item 7 - Types of Clients side management. We serve individuals, trusts, estates and pension and profit-sharing plans. With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $100,000. Minimum annual fees may apply. Under certain circumstances and in its sole discretion, we may negotiate such minimums. Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis and Investment Strategies In accordance with your Investment Plan, we will primarily invest in open-end mutual funds, ETFs, fixed income unit trusts, and individual bond issues (municipal and corporate) for your account. Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. Fixed income investments may be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio, or to add a component of capital preservation. We generally evaluate and select individual bonds or bond funds based on a number of factors including, without limitation, rating, yield and duration. Clients may prefer investments in individual stocks. In making selections of individual stocks for client portfolios, we often focus on fundamental analysis. This involves analyzing individual companies and their industry groups, such as a company’s financial statements, details regarding the company’s product line, the experience and expertise of the company’s management, and the outlook for the company’s industry. The resulting data is used to measure the true value of the company’s stock compared to the current market value. Specifically, we will typically review the following when analyzing stocks: Page 8  o o o o Financial strength ratios; Price-to-earnings ratios; Dividend yields; and Growth rate-to-price earnings ratios We also use technical analysis, which involves studying past price patterns and trends in the financial markets to predict the direction of both the overall market and specific stocks. Specifically, we sometimes focus on momentum analysis and charting to identify potential opportunities in the price movements of a stock. Investment Strategies Our strategic approach is to invest each portfolio in accordance with the Plan that has been developed specifically for you. We generally employ a long-term buy and hold strategy, which means that securities are purchased with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. Risk of Loss While we seek to diversify your investment portfolio across various asset classes consistent with your Investment Plan in an effort to reduce risk of loss, all investment portfolios are subject to risks. Accordingly, there can be no assurance that your investment portfolio will be able to fully meet your investment objectives and goals, or that investments will not lose money. Below is a description of several of the principal risks that your investment portfolio faces. Management Risks. While we manage your investment portfolio based on our experience, research and proprietary methods, the value of your investment portfolio will change daily based on the performance of the underlying securities in which they are invested. Accordingly, your investment portfolio is subject to the risk that we allocate your assets to individual securities and/or asset classes that are adversely affected by unanticipated market movements, and the risk that our specific investment choices could underperform their relevant indexes. Risks of Investments in Mutual Funds, ETFs and Other Investment Pools. As described above, we will usually invest your portfolio in mutual funds, ETFs and other investment pools (“pooled investment funds”). Investments in pooled investment funds are generally less risky than investing in individual securities because of their diversified portfolios; however, these investments are still subject to risks associated with the markets in which they invest. In addition, pooled investment funds’ success will be related to the skills of their particular managers and their performance in managing their funds. Pooled investment funds are also subject to risks due to regulatory restrictions applicable to registered investment companies under the Investment Company Act of 1940. Equity Market Risks. We may invest portions of your assets directly into equity investments. As noted above, while pooled investments have diversified portfolios that may make them less risky than investments in individual securities, investing in individual stocks and other equity securities are nevertheless subject to the risks of the stock market. These risks include, without limitation, the risks that stock values will decline due to daily fluctuations in the markets, and that stock values will decline over longer periods (e.g., bear markets) due to general market declines in the stock prices for all companies, regardless of any individual security’s prospects. Page 9  Fixed Income Risks. We may invest portions of your assets directly into fixed income instruments, such as bonds and notes, or may invest in pooled investment funds that invest in bonds and notes. While investing in fixed income instruments, either directly or through pooled investment funds, is generally less volatile than investing in stock (equity) markets, fixed income investments nevertheless are subject to risks. These risks include, without limitation, interest rate risks (risks that changes in interest rates will devalue the investments), credit risks (risks of default by borrowers), or maturity risk (risks that bonds or notes will change value from the time of issuance to maturity). Foreign Securities Risks. We may invest portions of your assets into pooled investment funds that invest internationally. While foreign investments are important to the diversification of your investment portfolios, they carry risks that may be different from U.S. investments. For example, foreign investments may not be subject to uniform audit, financial reporting or disclosure standards, practices or requirements comparable to those found in the U.S. Foreign investments are also subject to foreign withholding taxes and the risk of adverse changes in investment or exchange control regulations. Finally, foreign investments may involve currency risk, which is the risk that the value of the foreign security will decrease due to changes in the relative value of the Item 9 - Disciplinary Information U.S. dollar and the security’s underlying foreign currency. Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Going CPAs or the integrity of our management. We have no disciplinary events to report. Item 10 - Other Financial Industry Activities and Affiliations Going CPAs is also an accounting firm. The principals may each spend significant time on accounting activities of the CPA firm. However, Craig LeBouef, a shareholder of Going CPAs, will devote more of his time to advisory activities as needed. Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Code of Ethics and Personal Trading We have adopted a Code of Ethics (“the Code”), the full text of which is available to you upon request. Our Code has several goals. First, the Code is designed to assist us in complying with applicable laws and regulations governing our investment advisory business. Under the Investment Advisers Act of 1940, we owe fiduciary duties to our clients. Pursuant to these fiduciary duties, the Code requires persons associated with us (managers, officers and employees) to act with honesty, good faith and fair dealing in working with clients. In addition, the Code prohibits such associated persons from trading or otherwise acting on insider information. Next, the Code sets forth guidelines for professional standards for our associated persons. Under the Code’s Professional Standards, we expect our associated persons to put the interests of our clients first, ahead of personal interests. In this regard, our associated persons are not to take inappropriate advantage of their positions in relation to our clients. Third, the Code sets forth policies and procedures to monitor and review the personal trading activities of associated persons. From time to time, our associated persons may invest in the same securities recommended to you. Under our Code, we have adopted procedures designed to reduce or eliminate conflicts of interest that this could potentially cause. The Code’s personal trading Page 10  policies include procedures for limitations on personal securities transactions of associated persons, reporting and review of such trading and pre-clearance of certain types of personal trading activities. These policies are designed to discourage and prohibit personal trading that would disadvantage clients. The Code also provides for disciplinary action as appropriate for violations. Participation or Interest in Client Transactions Because associated persons may invest in the same securities as those purchased in your account, we have established a policy requiring our associated persons to pre-clear transactions in some types of these securities with the Chief Compliance Officer. The goal of this policy is to avoid any conflicts of interest that arise in these situations. Some types of securities, such as CDs, treasury obligations and open-end mutual funds are exempt from this pre-clearance requirement. However, in the event of other identified potential trading conflicts of interest, our goal is to place client interests first. Consistent with the foregoing, we maintain policies regarding participation in initial public offerings (“IPOs”) and private placements in order to comply with applicable laws and avoid conflicts with client transactions. If our associated person wishes to participate in an IPO or invest in a private placement, he or she must submit a pre-clearance request and obtain the approval of the Chief Compliance Officer. Finally, if associated persons trade with client accounts (i.e., in a bundled or aggregated trade), and the trade is not filled in its entirety, the associated person’s shares will be removed from the block, and the balance of shares will be allocated among client accounts in accordance with our written policy. Item 12 - Brokerage Practices Best Execution and Benefits of Brokerage Selection When given discretion to select the brokerage firm that will execute orders in your account, we seek “best execution” for your trades, which is a combination of a number of factors, including, without limitation, quality of execution, services provided and commission rates. Therefore, we may use or recommend the use of brokers who do not charge the lowest available commission in the recognition of research and securities transaction services, or quality of execution. Research services received with transactions may include proprietary or third-party research (or any combination), and may be used in servicing any or all of our clients. Therefore, research services received may not be used for the account for which the particular transaction was effected. Going CPAs recommends that clients establish brokerage accounts with Charles Schwab & Co., Inc. (“Schwab”), a FINRA registered broker-dealer, member SIPC, as the qualified custodian to maintain custody of clients’ assets. We will also effect trades for client accounts at Schwab, or may in some instances, consistent with our duty of best execution and specific agreement with each client, elect to execute trades elsewhere. Although we may recommend that clients establish accounts at Schwab, it is ultimately the client’s decision to custody assets with Schwab. Going CPAs is independently owned and operated and is not affiliated with Schwab. Schwab Advisor Services provides Going CPAs with access to its institutional trading, custody, reporting and related services, which are typically not available to Schwab retail investors. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts while others help us manage and grow our business. These Page 11  services generally are available to independent investment advisors on an unsolicited basis, at no charge to them. These services are not soft dollar arrangements but are part of the institutional platform offered by Schwab. Schwab’s brokerage services include the execution of securities transactions, custody, research, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require a significantly higher minimum initial investment. For Going CPAs client accounts maintained in its custody, Schwab generally does not charge separately for custody services but is compensated by account holders through commissions and other transaction-related or asset-based fees for securities trades that are executed through Schwab or that settle into Schwab accounts. Schwab is also compensated by earning interest on the uninvested cash in your account. Schwab Advisor Services also makes available to Going CPAs other products and services that benefit Going CPAs but may not directly benefit its clients’ accounts. Many of these products and services may be used to service all or some substantial number of our accounts, including accounts not maintained at Schwab. Schwab’s products and services that assist us in managing and administering clients’ accounts include software and other technology that (i) provide access to client account data (such as trade confirmations and account statements); (ii) facilitate trade execution and allocate aggregated trade orders for multiple client accounts; (iii) provide pricing and other market data; (iv) facilitate payment of Going CPAs’ fees from its clients’ accounts; and (v) assist with back-office functions, recordkeeping and client reporting. Schwab Advisor Services also offers other services intended to help Going CPAs manage and further develop its business enterprise. These services may include: (i) technology compliance, legal and business consulting; (ii) publications and conferences on practice management and business succession; and (iii) access to employee benefits providers, human capital consultants and insurance providers. Schwab may make available, arrange and/or pay third-party vendors for the types of services rendered to us. Schwab Advisor Services may discount or waive fees it would otherwise charge for some of these services or pay all or a part of the fees of a third-party providing these services to us. Schwab Advisor Services may also provide other benefits such as educational events or occasional business entertainment of our personnel. In evaluating whether to recommend that clients custody their assets at Schwab, Going CPAs may take into account the availability of some of the foregoing products and services and other arrangements as part of the total mix of factors it considers and not solely on the nature, cost or quality of custody and brokerage services provided by Schwab, which may create a potential conflict of interest. Directed Brokerage We do not generally allow directed brokerage accounts. Aggregated Trade Policy We typically direct trading in individual client accounts as and when trades are appropriate based on the client’s Investment Plan, without regard to activity in other client accounts. However, from time to time, we may aggregate trades together for multiple client accounts, most often when these accounts are being directed to sell the same securities. If such an aggregated trade is not completely filled, we will allocate shares received (in an aggregated purchase) or sold (in an aggregated sale) across participating accounts on a pro rata or other fair basis; provided, however, that any participating accounts that are owned by Going CPAs or our officers, directors, or employees will be excluded first. Page 12  Item 13 - Review of Accounts Managed portfolios are reviewed at least quarterly but may be reviewed more often if requested by you, upon receipt of information material to the management of your portfolio, or at any time such review is deemed necessary or advisable by us. These factors generally include but are not limited to, the following: change in your general circumstances (marriage, divorce, retirement); or economic, political or market conditions. Craig LeBouef, Going CPAs’ Chief Compliance Officer, reviews all accounts. cost of living summaries, Financial Planning and related consulting reviews ordinarily include, but may not be limited to, a comparison of previous and current portfolio values, approximations of future social security benefits, present and projected inflation, and wealth appreciation/depletion approaching and during retirement years. Account custodians are responsible for providing monthly or quarterly account statements which reflect the positions (and current pricing) in each account as well as transactions in each account, including fees paid from an account. Account custodians also provide prompt confirmation of all trading activity, and year-end tax statements, such as 1099 forms. In addition, we provide at least an annual report for each managed portfolio. This written report normally includes a summary of portfolio holdings and performance results. Additional reports are available at your request. Item 14 - Client Referrals and Other Compensation Item 12 - Brokerage Practices. As noted above, we receive an economic benefit from Schwab in the form of support products and services it makes available to us and other independent investment advisors whose clients maintain accounts at Schwab. These products and services, how they benefit our firm, and the The availability of related conflicts of interest are described in Schwab’s products and services to us is based solely on our participation in the programs and not on the provision of any particular investment advice. Neither Schwab nor any other party is paid to Item 15 - Custody refer clients to us. Schwab is the custodian of nearly all client accounts at Going CPAs. From time to time however, you may select an alternate broker to hold accounts in custody. In any case, it is the custodian’s responsibility to provide you with confirmations of trading activity, tax forms and at least quarterly account statements. You are advised to review this information carefully, and to notify us of any questions or concerns. You are also asked to promptly notify us if the custodian fails to provide statements on each account held. From time to time and in accordance with our agreement with you, we will provide additional reports. The account balances reflected on these reports should be compared to the balances shown on the brokerage statements to ensure accuracy. At times there may be small differences due to the timing of dividend reporting and pending trades. Item 16 - Investment Discretion Item 4 - Advisory Business As described above under , we manage portfolios on a discretionary basis. This means that after an Investment Plan is developed for your investment portfolio, we will execute that plan without specific consent from you for each transaction. For discretionary accounts, a Limited Power of Attorney (“LPOA”) is executed by you, giving us the authority to carry Page 13  out various activities in your account, generally including the following: trade execution; the ability to request checks on your behalf, and the withdrawal of advisory fees directly from your account. We then direct investment of your portfolio using our discretionary authority. You may limit the terms of the LPOA to the extent consistent with your investment advisory agreement with us and the requirements of your custodian. The discretionary relationship is further described in the agreement between you and Going CPAs. Item 17 - Voting Client Securities As a policy and in accordance with our client agreement, we do not vote proxies related to securities held in your account. The custodian of the account will normally provide proxy materials directly to you. You may contact us with questions relating to proxy procedures and proposals; Item 18 - Financial Information however, we generally do not research particular proxy proposals. We do not require nor solicit prepayment of more than $1,200 in fees per client, six months or more in advance, and therefore have no disclosure required for this item. Page 14  Exhibit A  Brochure Supplement Form ADV Part 2B Item 1 - Cover Page Craig C. LeBouef, CPA, PFS, CFP® CRD# 4472747 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Craig LeBouef and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Craig is available on the SEC’s website at Item 2 - Educational Background and Business Experience Craig C. LeBouef (year of birth 1958) is a Partner of Going CPAs and has served in that capacity since January of 2009. Prior to that, Craig was a Shareholder of Going, Sebastien, & Fisher, APAC from September of 1994 to December of 2008. Craig received a Bachelor of Science degree in Finance from Nicholls State University in 1989. He also received a Master of Business Administration from Nicholls State University in 1994. In addition to being a licensed Certified Public Accountant* (CPA) in Louisiana, Craig has the designation of a Personal Financial Specialist** (PFS) and is a CERTIFIED FINANCIAL PLANNER™ professional***. * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience Exhibit A-1  requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a PFP examination. *** ® The CFP ® certification is granted by Certified Financial Planner Board of Standards, Inc. (CFP Board). To attain the certification, the candidate must complete the required educational, examination, experience and ethics requirements set forth by CFP Board. Certain designations, such as the CPA, CFA and others may satisfy the education component, and allow a candidate to sit for the Certification Examination. A comprehensive examination tests the candidate’s ability to apply CFP financial planning knowledge to client situations. Qualifying work experience is also required for certification. Qualifying experience includes work in the area of the delivery of the personal financial planning process to clients, the direct support or supervision of others in the personal financial ® planning process, or teaching all, or any portion, of the personal financial planning process. CFP Item 3 - Disciplinary Information professionals must complete 30 hours of continuing education accepted by CFP Board every two years. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Craig has no such disciplinary Item 4 - Other Business Activities information to report. Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. However, Craig will devote more of his time to advisory activities as needed. Item 6 - Supervision Other than as stated above, Craig has no other income or compensation to disclose. The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-2  Brochure Supplement Form ADV Part 2B Item 1 - Cover Page M. Scott Sebastien, CPA of Going CPAs & Wealth Advisors, LLP 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 July 16, 2026 This Brochure Supplement provides information about Scott Sebastien and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. Item 2 - Educational Background and Business Experience M. Scott Sebastien (year of birth 1959) is a Partner of Going CPAs and has served in that capacity since January of 1998. Prior to that, Scott was Vice-President of Going, Sebastien, & Fisher, APAC from September of 1983 to December of 1997. Scott received a Bachelor of Science degree in Accounting from Louisiana State University in 1981. He is a licensed Certified Public Accountant* (CPA) in Louisiana. * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. Exhibit A-3  Item 3 - Disciplinary Information Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Scott has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Scott has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-4  Brochure Supplement Form ADV Part 2B Item 1 - Cover Page Donald E. Fisher, CPA of Going CPAs & Wealth Advisors, LLP 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 July 16, 2026 This Brochure Supplement provides information about Donald Fisher and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. Item 2 - Educational Background and Business Experience Donald E. Fisher (year of birth 1955) is a Partner of Going CPAs and has served in that capacity since January of 1998. Prior to that, Don was Secretary/Treasurer of Going, Sebastien, & Fisher, APAC from September of 1985 to December of 1997. Don received a Bachelor of Arts in Commerce from the University of Southwestern Louisiana in 1976. He is a licensed Certified Public Accountant* (CPA) in Louisiana. * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. Exhibit A-5  Item 3 - Disciplinary Information Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Don has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Don has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-6  Brochure Supplement Form ADV Part 2B Item 1 - Cover Page Darren J. Cart, CPA, PFS CRD# 4105144 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Darren Cart and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Darren is available on the SEC’s website at Item 2 - Educational Background and Business Experience Darren J. Cart (year of birth 1968) is a Partner of Going CPAs and has served in that capacity since November of 2009. Prior to that, Darren was a Shareholder of Going, Sebastien, & Fisher, APAC from November 2004 to December of 2008. Darren began his career as a Shareholder at John S. Dowling & Company from 1991 to 2004. Darren received a Bachelor of Science in Accounting from the University of Southwestern Louisiana in 1991. He is a licensed Certified Public Accountant* (CPA) in Louisiana. In addition to being a licensed Certified Public Accountant (CPA) in Louisiana, Darren has the designation of Personal Financial Specialist ** (PFS). * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience Exhibit A-7  requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Darren has no such disciplinary Item 4 - Other Business Activities information to report. Going CPAs is also an accounting firm. The principals may each spend significant time on accounting activities of the CPA firm. Darren Cart, Partner of Going CPAs, is licensed to sell insurance in Louisiana. In providing advisory services, Mr. Cart may recommend the purchase of products under circumstances where he would be entitled to receive a commission or other compensation in the transaction. In all such circumstances, however, you will be notified of this payment in advance of the transaction, and under no circumstances will you pay both a commission to Mr. Cart and a management fee to us on the same Item 5 - Additional Compensation pool of assets. Item 6 - Supervision Other than as stated above, Darren has no other income or compensation to disclose. The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-8  Brochure Supplement Form ADV Part 2B Item 1 - Cover Page C. Matthew Ledoux, CPA, PFS CRD# 6751704 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Matthew “Matt” Ledoux and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Matthew is available on the SEC’s website at Item 2 - Educational Background and Business Experience C. Matthew Ledoux (year of birth 1986) is a Partner of Going CPAs and has served in that capacity since January of 2016. Matt joined Going CPAs in 2010 and became an associate partner with the firm in 2013. Matt has worked with individuals and small to mid-size businesses to help them plan and realize their personal and professional goals. Matt received his Bachelor’s degree in Accounting from the University of Louisiana at Lafayette in 2008 and earned his Master’s degree in Accounting from Louisiana State University in 2009. He became a Certified Public Accountant* (CPA) in 2010. He also holds the designation of Personal Financial Specialist (PFS)**. Since earning his CPA license, Matt has been a member of the Society of Louisiana CPAs as well as the American Institute of CPAs. He has also been a member of business networking groups in the Acadiana area. Exhibit A-9  * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five-year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Matt has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Matt has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-10  Brochure Supplement Form ADV Part 2B Item 1 Cover Page - Robert A. Roy, Jr., CPA, PFS CRD# 7123760 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Robert A. Roy, Jr. and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Robert is available on the SEC’s website at Item 2 - Educational Background and Business Experience Robert A. Roy, Jr. (year of birth 1982) is a Partner of Going CPAs and has served in that capacity since February of 2019. Robert joined Going CPAs in 2011 in the role of Certified Public Accountant* (“CPA”). Prior to that, he practiced as a CPA and Accountant at Darnall, Sikes, Gardes & Frederick, CPAs from 2005 to 2011. Robert earned a Bachelor of Science in Business Administration with a degree in Accounting from the University of Louisiana at Lafayette in 2005. He also holds the designation of Personal Financial Specialist (PFS)**. Robert is a member of the Society of Louisiana CPAs and the American Institute of CPAs. He is also a member of Business Networking International. * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same Exhibit A-11  regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Robert has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Robert has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-12  Brochure Supplement Form ADV Part 2B Item 1 Cover Page - Scott D. Hayes, CPA, PFS CRD# 7224053 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Scott D. Hayes and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Scott is available on the SEC’s website at Item 2 - Educational Background and Business Experience Scott D. Hayes (year of birth 1986) is a Partner of Going CPAs and has served in that capacity since January of 2020. He joined Going CPAs in 2018. He has been working in the accounting profession in the Lafayette area since 2006. Scott has worked in the non-profit, private, and public accounting sectors, serving in controllership roles in commercial construction, manufacturing, and food service distribution industries. Scott obtained a Bachelor of Science in Business Administration from the University of Louisiana at Lafayette with a degree in Accounting in 2009. He later obtained a Master of Business Administration from the University of Louisiana at Lafayette in 2012. He became a Certified Public Accountant* (“CPA”) in 2011. Scott also holds the designation of Personal Financial Specialist (PFS)**. Scott is currently serving as the President of the Louisiana Society of CPAs Acadiana Chapter. Exhibit A-13  * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Scott has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Scott has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-14  Brochure Supplement Form ADV Part 2B Item 1 Cover Page - Amy B. Spellman, CPA, PFS CRD# 7687577 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1101 East Admiral Dr. Suite 402 New Iberia, Louisiana 70560 (307) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Amy B. Spellman and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Amy is available on the SEC’s website at Item 2 - Educational Background and Business Experience Amy B. Spellman (year of birth 1986) is a Partner of Going CPAs and has served in that capacity since January of 2023. She joined Going CPAs in 2020. Prior to joining the firm, she was a partner with Broussard and Broussard, CPA in New Iberia where she worked for 12 years. Amy’s areas of experience include tax and accounting services for businesses and individuals, including compilations, projections, tax compliance, payroll, and sales tax preparation as well as consulting services. Amy earned a Bachelor of Science in Accounting from the University of Louisiana at Lafayette in 2008. She earned her CPA* license in 2010. Amy is a member of the Louisiana Society of CPAs, and the American Institute of CPAs, as well as other organizations in the New Iberia and Youngsville area. Amy also holds the designation of Personal Financial Specialist (PFS)**. * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same Exhibit A-15  regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Amy has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Amy has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-16  Brochure Supplement Form ADV Part 2B Item 1 Cover Page - Seth E. Dabney, CPA, PFS CRD# 7860236 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Seth E. Dabney and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Seth is available on the SEC’s website at Item 2 - Educational Background and Business Experience Seth E. Dabney (year of birth 1986) joined Going CPAs in 2008 as an accountant and became an Associate Partner in January of 2024. Since joining the firm, Seth has expanded his knowledge in various fields such as individual and business tax return preparation, tax planning, government correspondence, information technology consultation, compilation and reviews, non-profits, and estates. He also provides value added services such as installation, training and helping clients better utilize their bookkeeping software, which in turn helps business owners better monitor and manage their business. Seth is a QuickBooks Certified ProAdvisor. Seth earned a Bachelor of Science in Accounting from the University of Louisiana at Lafayette in 2008 while interning with Going, Sebastien, Fisher and Lebouef. He earned his CPA* certification in 2013. Seth also holds the designation of Personal Financial Specialist (PFS)**. Exhibit A-17  * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Seth has no such disciplinary information to report. Item 4 - Other Business Activities Seth is not engaged in any other business activities. Item 5 - Additional Compensation Item 6 - Supervision Seth has no other income or compensation to disclose. The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-18  Brochure Supplement Form ADV Part 2B Item 1 Cover Page - Kaleb B. Andrepont, CPA, PFS CRD# 7860241 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about Kaleb B. Andrepont and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Kaleb is available on the SEC’s website at Item 2 - Educational Background and Business Experience Kaleb B. Andrepont (year of birth 1995) started working at Going CPAs in 2015 as an intern and became a staff accountant upon his graduation in 2017. He became an Associate Partner in January of 2024 and became a Partner in January of 2026. Kaleb assists clients in multiple areas including income and corporate tax preparation, tax planning, management consultation, compilations, and non- profit accounting. He has experience with clients starting new businesses as well as planning strategies to help them grow their businesses. Kaleb earned both a Bachelor of Science in Accounting (2017) and Master of Accounting (2018) from the University of Louisiana at Lafayette. He earned his CPA* license in 2019 and holds the designation of Personal Financial Specialist (PFS)**. Kaleb is also a board member of the Society of Louisiana CPAs Acadiana chapter and a member of the American Institute of CPAs. Exhibit A-19  * A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Kaleb has no such disciplinary information to report. Item 4 - Other Business Activities Going CPAs is also an accounting firm. The principals may each spend significant time on accounting Item 5 - Additional Compensation activities of the CPA firm. Other than as stated above, Kaleb has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-20  Brochure Supplement Form ADV Part 2B Item 1 Cover Page - William K. “Kyle” George, CPA, PFS CRD# 7859800 of Going CPAs & Wealth Advisors, LLP Main Office 2811 South Union Street Opelousas, Louisiana 70570 (337) 942-3041 1700 Kaliste Saloom Road Building 5 Lafayette, Louisiana 70508 (337) 981-5555 July 16, 2026 This Brochure Supplement provides information about William (“Kyle”) George and supplements the Going CPAs & Wealth Advisors, LLP (“Going CPAs”) Brochure. You should have received a copy of that Brochure. Please contact us at (337) 942-3041 if you did not receive our Brochure, or if you have any questions about the contents of this Supplement. www.AdviserInfo.sec.gov. Additional information about Kyle is available on the SEC’s website at Item 2 - Educational Background and Business Experience William (“Kyle”) George (year of birth 1986) joined the firm in 2026 as an Associate Partner. Prior to joining Going CPAs, he was a partner at Hartiens & Faulk CPAs (2014 – 2025), which merged with Going CPAs in January 2026. Kyle earned both a Bachelor of Science in Accounting (2008) and an MBA (2010) from the University of Louisiana at Lafayette. He became a Certified Public Accountant* (CPA) in 2011. He also holds the designation of Personal Financial Specialist (PFS)**. Kyle served as the President of the Louisiana Society of CPAs Acadiana Chapter from August 2020 to August 2021. *A CPA is a Certified Public Accountant. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license to practice public accounting. While the exam is the same regardless of where it is taken, every state/jurisdiction has its own set of education and experience Exhibit A-21  requirements that individuals must meet. However, most states require at least a bachelor’s degree and a concentration in accounting, and at least one year of public accounting experience under the supervision of or verification by a CPA. Once the designation is attained, the CPA is required to meet continuing education requirements. ** The PFS designation is granted exclusively to CPAs with the combination of extensive tax expertise and comprehensive knowledge of personal financial planning. The requirements for the PFS credential are established by the PFP (Personal Financial Planning) staff at the AICPA (American Institute of CPAs), the National Accreditation Commission, along with the PFS Credential Committee, and accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential. The 5 major requirements are: (1) Obtain CPA licensure (2) join the AICPA and be a member in good standing (3) complete a comprehensive PFP education, consisting of a minimum of 80 hours of PFP training and education within the five year period preceding the date of the PFS application (4) fulfill 3,000 hours of personal financial planning business experience and (5) pass a Item 3 - Disciplinary Information PFP examination. Advisers are required to disclose any material facts regarding certain legal or disciplinary events that would be material to your evaluation of an adviser; however, Kyle has no such disciplinary information Item 4 - Other Business Activities to report. Item 5 - Additional Compensation Kyle is not engaged in any other business activities. Other than as stated above, Kyle has no other income or compensation to disclose. Item 6 - Supervision The partners of Going CPAs collectively manage the business of the firm, including the overall advice provided to clients. As Chief Compliance Officer, Craig LeBouef is responsible for managing the compliance function of the advisory practice. His contact information is on the cover page of this disclosure document. Exhibit A-22