What is a CPA/PFS? Why should I hire a CPA/PFS?

https://www.youtube.com/watch?v=IzSfoQjTST0

David Tepper, CPA/PFS has been awarded the Personal Financial Specialist (PFS^SM) credential by the American Institute of Certified Public Accountants, joining an elite group of financial planning professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.

The PFS credential, established in 1987 by the AICPA, is awarded only to CPAs with extensive training and experience in financial planning. To earn the credential, CPAs must have at least 75 hours of personal financial planning education and 3,000 hours of planning experience within the previous five year period. They also must pass a comprehensive exam covering eleven topic areas and be a member in good standing with the AICPA, binding them to the AICPA Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services

“Given their formal education and technical training in the areas of accountancy and taxation, CPAs are the most qualified, knowledgeable and objective financial planning professionals,” said Jeannette Koger, the AICPA’s vice president of member specialization and credentialing. “Supplementing this background with the CPA/PFS credential demonstrates a CPA’s commitment to providing the highest level of expert financial planning services. For clients, that translates to financial planning that is CPA strong — comprehensive financial strategies that put their needs and interests first.”

Many CPA/PFS credential holders regularly appear on lists of top financial planners. In addition to meeting rigorous requirements to join this elite group, David Tepper must meet recertification requirements every three years to maintain the credential.

What People Say

Save yourself the time and headache. David Tepper,CPA is amazing! Put his expertise to work for you and get the return you deserve!

Usually I need retail therapy after doing my taxes and an "adult beverage." I can tell you, I have NEVER been so happy after filing a return!

Rebecca Trammel
Although new in the Wilmington, NC area (I moved here from VA the end of June 2015), David welcomed my business and did a great job preparing my taxes, which were for one-half of 2015 in VA, and the 2nd half of 2015 in NC, and then for the Federal taxes, as well.
I cannot recommend David highly enough. He is very thorough, organized and prompt. He was a wonderful help and relief for me as a new resident and so cordial and helpful in every way.
If you are looking for a reliable and knowledgeable CPA, contact David.
Sincerely,
Ann MacDonald
Motts Landing Resident

Ann MacDonald
David’s intelligence and expertise as an accountant is outstanding. His background includes receiving Highest Honors in Mathematics from the University of North Carolina at Chapel Hill for his BA, as well as a Masters in Accounting, followed by a mathematics teaching post at UNC-Chapel Hill. He next worked for several years for Arthur Andersen as a CPA. David also has a Masters in Theology from the University of Oxford in England, and has worked internationally as a specialist in accounting consulting projects, including his work in executive management for the worldwide headquarters of Betel International. Accomplished in both corporate and nonprofit organization guidance, David has the highest work ethic possible, and a genuinely compassionate and helpful nature. I highly recommend David for all of your accounting needs.

Anna Katherine Montgomery
David was extremely helpful with our taxes. He is very thorough and knowledgeable. He found deductions that our previous accountant, one of the nationally known firms, had missed. We will definitely be using his services in the future.

Laura Furches
"Timothy Two Project International, a ministry to train and educate indigenous pastors around the world, used the services of David Tepper, CPA, PLLC to file a compilation report to ECFA for accreditation. David completed the compilation report in a timely manner, with quality and excellence and added valuable ministry statements in the compilation report." Jack Boor, Treasurer and Board Member

Timothy Two Project International