*Loan,banking and credit>>>tax advice

If a CFP is also a CPA can he prepare taxes as well as give financial advice to the same person or business?

If a CFP is also a CPA can he prepare taxes as well as give financial advice to the same person or business?

Yes - as long as one is legal to work in both fields - with all the necessary paperwork associated with state and federal regulations - they can do tax prep and financial advising to the same entity.

Yup. No problem there.

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