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Frequently Asked Questions

We are here to help. If your question is not listed on this, please reach out to our office.

  • What is the difference between an accountant and CPA. More on Steven M. Spector, CPA, PFS in Thousand Oaks
  • Can you help me save money?
  • Can you refer me to an estate planning attorney or financial advisor?
What is the difference between an accountant and CPA?
  • CPA is a Certified Public Accountant licensed by the state.
  • CPA can be an accountant, but not all accountants can be a CPA.
  • CPA is granted this designation only after they complete the Uniform CPA Exam.
  • CPA must meet certain education and work experience requirements prior to becoming a CPA.
  • CPA has continuing education requirements¬†every two years in order to maintain the CPA license.
  • CPA follows a strict code of ethics.
Can you help me save money?

Yes, we will determine tax advantage benefits for your situation to keep more of your hard-earned money in your pocket.

Can you refer me to an estate planning attorney or financial advisor?

Absolutely! We have a network of attorneys and financial advisors we work closely with.


What Makes Us Unique?

CPA & PFS Designations

Steven M. Spector is a Certified Personal Accountant and Personal Financial Specialist with nearly three decades of experience.

Accounting Specialist
Certified Public Accountant

Tax Specialist
Expert in tax related issues.

Financial Specialist
Personal Financial Specialist