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.
The Certified Public Accountant (CPA) designation is awarded only after the individual is able to display a working knowledge of various aspects of Accounting and Tax that would be used by businesses and individuals. When it comes to hiring a Professional to help you in these areas you should always hire those who are best in their field.
The Personal Financial Specialist (PFS) designation is awarded after the CPA proves they understand the workings of Personal Finance including investments, insurance, retirement, and other subjects.
I have been licernsed a s a CPA since 1984 and a PFS since 1999. Continuing education is required for both designations in order to make sure the CPA/PFS maintains a current knowledge to advise their cleints.