Series From Tax Preparer to Financial Planner The Road Best Traveled
Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes. The following steps will help you transition from tax preparer to financial planner.
Published on January 15, 2013
Moving from Tax Preparer to Financial Planner
These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on May 17, 2013
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