 CPA
Overview ...
CPAs are licensed and regulated by the various State Boards of Public
Accountancy. Candidates must meet certain age, educational and work experience before they are eligible to sit
for the Uniform CPA examination. The CPA examination is a rigorous two-day examination, prepared, proctored and
graded by the American Institute of Certified Public Accountants (AICPA) and covers the following areas:
Auditing; Financial Accounting and Reporting; Accounting and Reporting - Taxation, Managerial, Governmental and
Not-for-Profit Organization; Business Law and Professional Responsibilities; Information Technology Topics. |
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| Professional Competence |
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| Your CPA has demonstrated professional competence by
meeting high education and experience standards for the accounting profession, passing a rigid, nationally uniform
examination, and meeting state licensing and continuing education requirements. |
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| Tax Planning and Preparation |
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| Your CPA prepares all required tax returns to assure
that you are paying no more tax than necessary. Throughout the year, your CPA monitors tax law changes that will
affect you, recommends tax-saving strategies, and serves as your advocate in tax matters. |
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| Investment Review |
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| Your CPA acts as a sounding board for your investment
ideas and suggests the best structure to maximize your after-tax return. |
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| Recordkeeping Systems |
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| Your CPA designs recordkeeping and accounting systems
to fit your business and personal financial affairs. |
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| Business Problem Solving |
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| As you start a business, your CPA helps you select
the proper organizational structure and secure adequate financing. Your CPA works with you and your other advisors
to solve your business problems. You receive assistance with loan applications, pricing, credit policies, cash
flow, cost controls, and your other business needs. |
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| Financial Statement and Audits |
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| Your CPA can prepare or supervise the preparation of
financial statements. Compilation, review, or audited statements can be provided according to your needs. Helping
you to use the statements in managing your business and increasing your profitability is an important aspect of
a CPA's service to you. |
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| Financial and Estate Planning |
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Your CPA is your financial consultant, working with
you to increase your net worth, then planning with you to minimize estate taxes. A total program including an analysis
of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers, is
available to assist you in maximizing benefits for you and your heirs.
Call us TODAY at 813-884-7245 and let's discuss
your needs. We're looking forward to helping you at every stage of your financial life.
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