A Personal Financial Specialist (PFS) is a designation provided to CPA’s who have spent extra time and study to become more than a financial planner. A CPA Personal Financial Specialist has extensive tax expertise. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal planning – including estate, insurance, and selection of the proper retirement vehicle – have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
The road to financial security is rarely smooth and easy. Creating and following long-term estate and tax planning strategies for your family or small business can be daunting, even during stable and prosperous times. In a political, economic and tax environment that is in constant flux, staying on the top of your complex financial life is even more challenging. It is also more important.
As a trusted advisor, a CPA is in a unique position to provide objective recommendations so you can make informed decisions. A CPA who also holds the PFS credential has the added expertise in all areas of tax and estate planning for your future by helping you see the big picture and ensuring that all of the bases are covered.
A CPA first and foremost, is licensed by the individual's state and adheres to a strict professional code of conduct. Combined with additional education, testing and time in the field required to obtain the Personal Financial Specialist credential ensures that you can count on competence, objectivity and the highest standards of integrity for your most important tax and estate planning decisions.
At Dale W Bender CPA, we've been serving the accounting needs of Bakersfield, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.
Please fill out this form and let us know how we can be of service. We will happily offer you a initial consultation to determine how we can best serve you.
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