With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a ...

Tax law is constantly changing, and the CPA can often bring new concerns to the attention of both the financial advisor and client. Financial advisors cannot offer specific tax advice, but even ...

Some financial advisors have in-house tax specialists, but at other times ... develop long-term professional relationships with their CPA that can be just as personal as their relationship ...

Start your search for a tax preparer or tax advisor before the peak of tax ... tax attorney, or certified public accountant is likely a better fit. They have completed years of study and have ...

Logan Allec is a practicing Certified Public Accountant (CPA), the founder of tax resolution company Choice Tax Relief and the founder of personal finance blog Money Done Right. He also educates ...

CPA is a freelance writer with nearly two decades of experience in accounting and income tax planning and preparation for individuals and small businesses. Her work has appeared in Business ...

Savant Wealth Management acquired CPA-led registered investment advisor Corrigan Financial, based in Middletown, Rhode Island ...