The Top 5 Benefits of Combining CFPs with CPAs

When you put a certified financial planner (CFP) and a certified public accountant (CPA) together, the result is an unbeatable team of financial professionals that can help you achieve your goals. From accurate tax filing and estate planning to investments and retirement planning, the combined expertise of a CFP and CPA can make all the difference in your financial success.

1. Taxes are Complicated- A CPA can Help You Save Money on Your Taxes.

While most financial planners are well-versed in the basics of tax regulations, a CPA has the expertise to ensure that every form is filled out accurately and every eligible deduction is claimed. CPAs have specialized experience with tax legislation and accounting principles and regulations, plus access to the latest IRS regulations and forms.

2. Make Sound Financial Decisions for Your Business

Another key benefit of combining professionals on your team is sound financial decisions. From loans and investments to budgeting and debt management, financial planners and accountants can help you make the strategies that will benefit you the most. CPAs will understand the finer points of tax and accounting law, as well as have more experience in the financial services industry. This can give you access to better investment advice and lower fees for services.

3. Help You Plan for Your Financial Future

CFPs are excellent at developing financial plans. Having a CPA on board with advanced knowledge will provide additional insight to optimize the process. Your team will be able to pinpoint your Key Performance Areas of concern and implement strategies to improve your financial situation.

4. Be Confident That You Are Protected

Grow your business to its best potential while protecting your pockets. BY choosing the right professionals you can be certain that your finances and your future will be in the best hands. 



A combination of a CFP and a CPA greatly reduces the cost of financial advice. Each professional provides only the services that you need. You need not worry about additional fees for services that are outside the scope of the CFP or CPA, while still getting top-quality professional guidance.

5. A CPA and CFP Can Help You Save Money on Your Taxes

The expertise of both professionals can make a significant difference to your taxes as well as your ability to save and plan smartly for the future. Take advantage of independent financial planning services allowing you to save money on the advice you receive.

With peace of mind and sound financial decision-making, the benefits of combining a financial planner with a CPA are countless. Call our professional team (817) 238-1360 or EMAIL to book your appointment today.