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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?
- 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