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RoxAnn Snyder Strong CPA, PCPersonal Financial Planning does not involve selling products. Only CPAs can be Personal Financial Specialists, an accreditation given to CPAs by the American Institute of CPAs (AICPA). Currently, there are only 2,500 CPAs in the nation with this designation. In the State of Oregon, CPA Personal Financial Specialists are "fee based" planners. We do not collect commissions, referral fees or other compensation; only the fees paid to us by our clients. Mission Statement My goal is to provide financial and tax advisory services to my clients in an ethical and objective manner. I am a highly trained, experienced CPA committed to effectively assessing client needs and then working with them to formulate and implement sound financial and tax plans. |
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