We are A
FULL SERVICE TAX, ACCOUNTING AND FINANCIAL PLANNING FIRM
Offering
A UNIQUE and EDUCATIONAL APPROACH
to your financial future
OUR FOCUS is on helping you achieve goals,
not on selling products. Products are only recommended if a need exists
Certified Public Accountants (CPA's)
(Prior experience includes CFO's, controllers and auditors for big 5 CPA firms)
Personal Financial Specialist (PFS)
Certified Financial Planner (CFP ) and Certified Fund Specialist (CFS) Professional
Investment Advisor Representatives Firm
Certified College Planning Specialist (CCPS)
Trained to help you save for college and understand college financial aid
Certified QuickBooks ProAdvisor
New installations, updates of existing software and training.
WE WORK WITHIN YOUR BUDGET!
Whether You Have Individual or Business Concerns
Can Help You Reach Your Short and Long Term Goals!
INDEPENDENT TAX & FINANCIAL PLANNERS, P.C.
IS AN INDEPENDENT COMPANY.
Established in 1981
We are not owned or affiliated with any other company. We are not dependent on the sale of
financial products as are many other companies.
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CFP and Certified Financial Planner marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Certified College Planning Specialist is a financial planning professional who has demonstrated his or her knowledge by meeting the requirements of the National Institute of Certified College Planners (NICCP). These requirements include passing a series of three tests on college-related topics including: investments for college, tuition tax credits and deductions, tax planning, and student grants, loans, and scholarships. CCPS designees must refresh and expand their expertise regularly by obtaining 12 hours of continuing education credits in college planning every year. For more information about the CCPS designation, visit www.niccp.com.
