Do you need help preparing your taxes? Do you want to plan for retirement, but aren’t quite sure where to start? A personal CPA can help you with these tasks and many more related to your personal finances—find out all you need to know in this month’s post.
What is a CPA (Certified Public Accountant)?
All CPAs are accountants—but not all accountants are CPAs (AICPA). To earn CPA licensure, a certified public accountant must complete a high level of accounting education, gain experience in public accounting, and pass their state-regulated Uniform CPA exam. Once an accountant has met these stringent requirements, he or she can practice accounting for all sorts of clients including non-profits, government agencies, privately owned companies and individuals.
What do personal CPAs do?
Think of it this way: A personal trainer is to your physical health as a CPA is to your financial health. Personal CPAs have the training and expertise to help you get in—and stay in— great financial shape. At Charles Motl, our personal CPAs are here to assist you with anything relating to your personal finances. We help people every day with…
• Tax preparation
• Budgeting
• Retirement Planning
• Estate Planning
• Preparation of Financial Statements
Could I benefit from a personal CPA?
Like your physical health, your financial health has the power to impact every aspect of your life. Whether you need help managing your finances, planning for the future or just want to ensure that you’re staying on track, a personal CPA can give you customized, expert guidance that you can’t get anywhere else.
Interested in learning more? Reach out to us directly here.