The quarterback for client services: CPA financial planner

Within the financial planning profession, the demand for tax-focused CPA personal financial planners is surging. With over 60% of Americans feeling their financial planning needs improvement, according to the Northwestern Mutual 2022 Planning & Progress Study, there is a golden opportunity for CPAs to expand their tax practices and step into the role of comprehensive adviser. Integrating personal financial planning (PFP) services into your tax practice not only adds value to your client services but also paves the way for