CPA/Financial Planner

  • Creator
    Topic
  • May 26, 2015 at 7:21 pm #194287
    jhd7
    Member

    Does anyone have a position where they do tax work but also do financial planning for their clients? I currently work in a broad tax role (1040, 1041, 1120, etc.), but am looking to move into more of a personal tax/financial advisor position. I’d like to know what those in this type of position think about it.

    AUD- 78
    BEC- 79
    REG- 91
    FAR- 83

    Licensed NJ CPA

    DONE

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