CERTIFIED PUBLIC ACCOUNTANT
PERSONAL FINANCIAL SPECIALIST
Over 35 years of tax preparation and planning for businesses and individuals has made us adjust to the needs of the client. We help clients to efficiently comply with tax and accounting requirements that meets their particular situation. We educate our clients on what is needed and how to minimize any unnecessary work.
A CPA/Personal Financial Specialists is more than a financial planner - we are CPAs armed with the combination of extensive tax expertise and in-depth knowledge of financial planning. All areas of personal financial planning - including income tax, estate, retirement, investments and risk management - have tax implications, and we have the expertise to comprehensively advise you. We work closely with business owners to help them coordinate business and personal financial goals.
As a CPA/PFS professional, we are licensed by the state and adhere to a strict professional code of conduct. As a trusted advisor, we are in a unique position to provide objective and knowledgeable recommendations so you can make smart, well-informed decisions.
I have been licensed as a CPA since 1983 and a PFS since 2000. The additional education, rigorous testing and experience requirements for a CPA to earn the PFS credential means you can count on competence, objectivity and the highest standard of integrity for your most important financial decisions.