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Taxician Credential Overview
The Personal Financial Specialist (PFS) credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.
It is more critical than ever that CPAs serving individual clients formalize financial planning services. Long-term trends in client demographics (needs and expectations), technology, and competitive pressures, are now compounded with valid concerns about the drastic impact on the financial markets because of the COVID-19 pandemic. With multiple stimulus packages and a myriad of questions, clients need the professional, objective, and trusted advice of the CPA/PFS more than ever to sort things out.
Now you can proudly display your personalized, heavy paper stock, gold leaf, raised seal PTIN registration certificate – great for framing and display in your office and your client waiting room. Let your clients know that you are a “licensed tax preparer”. You will also receive a free digital certificate for use in emails and on your website when you order your paper certificate.
Order now – only $39.50 (plus $9.95 shipping and handling). Frame not included.
You must have a PTIN to obtain this custom certificate. Certificates should not be displayed if your PTIN registration lapses and not renewed.
