E-NEWSLETTER

Sign up for our newsletter and receive the latest tax updates and due date reminders.

What is an “Enrolled Agent”

What is an “Enrolled Agent”

Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service.  EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements.  That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest.  By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

Print-FriendlySend to FriendAsk a Question

What is a CFP™?

What is a CFP™?

The CFP™ marks represent a Certified Financial Planner designation. An individual who has earned these marks has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Therefore, a financial planner who has earned the CFP marks should be distinguished from a financial planner who has not. Consumers need to be aware that there is nothing preventing a person from declaring themselves a "Financial Planner", and it is therefore incumbent upon the consumer to differentiate between a planner who has earned the marks and one who hasn't.

 

If a financial planner has earned the right to use the CFP™ marks, this means that he or she has met the following requirements:

(Read More)
Print-FriendlySend to FriendAsk a Question

What's This? Bookmark and Share PDF