Skip links

Getting Started with Financial Planning

By Sidney Kess and Edward Mendlowitz
The CPA Journal
August 2019

Financial planning services can be a separate service or an add-on to tax or other services. With the Tax Cuts and Jobs Act’s (TCJA) simplification of tax returns for many individuals, the CPA’s role as a preparer is being diminished; however, adding financial planning can help CPAs remain relevant and continue to be trusted advisors. The authors, Sidney Kess and Edward Mendlowitz, continuously receive calls from colleagues on how to start offering these services; this column provides advice on that topic.


Published with permission from The CPA Journal.

Click here for the full article.