No, but you don't need a CPA to file your taxes for you. All of our advisors go through an intensive 400-hour training program before they even begin to meet with clients. Additionally, we have multiple Enrolled Agents on the team.

What’s an Enrolled Agent?

An Enrolled Agent is the highest accreditation that the IRS offers. While CPAs and Enrolled Agents can do similar jobs, there are a few differences. EAs are licensed to represent clients and non-clients in front of the IRS.