Why CPAs Are Suited to Financial Planning

older man and younger man in meetingYour potential clientele? EVERYONE.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

“Financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. These services can be offered to existing clients or to clients engaging you for the specific service.

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With regard to tax services as the catalyst, the tax return is the roadmap of a client’s financial life. A keen observer can uncover many areas clients can be assisted with.