Why You Want Both a CFP® Practitioner and CPA on Your Team… And Not Just During Tax Season
As tax season approaches, many seek the expertise of a Certified Public Accountant (CPA) or Enrolled Agent (EA) to navigate the perplexing labyrinth of filing and compliance. However, combining the specialized knowledge of a tax professional with the comprehensive financial planning skills of a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner can create a powerful partnership that…
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