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  2. Tax Advisor vs. CPA: What Are the Differences You ... - AOL

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  3. H&R Block - Wikipedia

    en.wikipedia.org/wiki/H&R_Block

    The brothers took out an ad for its $5 tax services in The Kansas City Star newspaper in 1955. The ad was a success and H&R Block was born. The ad was a success and H&R Block was born. [ 4 ] [ 5 ] The Bloch brothers chose to spell the name "Block" with a K to ensure the name is not mispronounced "blotch".

  4. Certified Financial Planner - Wikipedia

    en.wikipedia.org/wiki/Certified_Financial_Planner

    The certification is generally considered the gold standard in the financial planning industry. [3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

  5. What is a tax advisor? - AOL

    www.aol.com/finance/tax-advisor-222034172.html

    Here’s what else you should know about tax advisors.

  6. Tax advisor - Wikipedia

    en.wikipedia.org/wiki/Tax_advisor

    A tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations. [ 1 ]

  7. Which Do I Need: A Tax Advisor or Financial Advisor? - AOL

    www.aol.com/finance/choose-between-tax-advisor...

    Continue reading → The post Tax Advisor vs. Financial Advisor appeared first on SmartAsset Blog. Taxes can be confusing and you might have questions about how to file or the best ways to ...

  8. National Association of Personal Financial Advisors

    en.wikipedia.org/wiki/National_association_of...

    Rates vary by region of the country and an advisor's experience level and expertise. Some advisors charge a retainer fee schedule that is paid quarterly or annually. Other advisors charge based upon a percentage of the client's assets under management, such as a 1% fee on the assets per year. Regardless, the fee must be made clear to the client.

  9. Should You Work With a Tax Advisor? - AOL

    www.aol.com/finance/tax-advisor-220201563.html

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