Jay Taylor, a CPA financial planning expert, located in Stuart, was awarded the Personal Financial Specialist credential by the American Institute of Certified Public Accountants. The PFS credential, established in 1987 by AICPA, is awarded to qualified CPAs with considerable professional experience in financial planning. Currently, several thousand CPAs hold the PFS credential nationwide.
CPA/PFS credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth's annual ranking. Taylor met the requirements to earn the PFS credential, which include passing a comprehensive technical exam covering personal financial topics, demonstrating more than 1,400 hours of business experience during the past five years as well as completing lifelong learning and education activities.
The PFS credential is granted exclusively to CPAs who are members in good standing of the AICPA, which binds them to the AICPA Code of Professional Conduct.
CPA/PFS credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth's annual ranking. Taylor met the requirements to earn the PFS credential, which include passing a comprehensive technical exam covering personal financial topics, demonstrating more than 1,400 hours of business experience during the past five years as well as completing lifelong learning and education activities.
The PFS credential is granted exclusively to CPAs who are members in good standing of the AICPA, which binds them to the AICPA Code of Professional Conduct.
Services
We know that navigating the financial waters can be tough.
Therefore we have a variety of ways that we can help you simplify the rough waves you encounter.
Tax Planning & Preparation-We offer strategic tax planning to help both businesses and individuals minimize their tax liability, as well as preparation and electronic filing of federal, state and local tax returns.
We provide our clients with comprehensive bookkeeping and accounting services including setting up sound financial systems, budgeting, cash flow management, preparation of financial statements, and much more.
Therefore we have a variety of ways that we can help you simplify the rough waves you encounter.
Tax Planning & Preparation-We offer strategic tax planning to help both businesses and individuals minimize their tax liability, as well as preparation and electronic filing of federal, state and local tax returns.
We provide our clients with comprehensive bookkeeping and accounting services including setting up sound financial systems, budgeting, cash flow management, preparation of financial statements, and much more.
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