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.
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.
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.
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