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Licenses
(IRS) Enrolled Agents
Empowered by the U.S. Treasury Dept. to represent clients before all administrative levels of the IRS for audits, collections and appeals
Accredited Tax Advisors
Certified Fraud Examiners
Certified Public Accountants
Certified Estate Planners
Registered Financial Planners
Certified Financial Planners
Investment Advisors
Stock Brokers
(Series 6, 7, 24, 63, 65 and 66)
Mortgage Bankers
Insurance Brokers/Agents
Real Estate Brokers
Real Estate Instructors
Certified Valuation Analysts
Continuing Professional Education Instructors
Approved sponsor by the U.S. Treasury Dept. and NY/NJ accountancy boards to conduct continuing professional education to Enrolled Agents nationwide and CPAs in NY & NJ.
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Memberships & Affiliations
National Association of Enrolled Agents
(NAEA)
American Institute of Certified Public Accountants
(AICPA)
NY, NJ, PA Societies of Certified Public Accountants
National Institute of Certified Estate Planners (NICEP)
Association of Certified Fraud Examiners
(ACFE)
National Association of Realtors
(NAR)
National Association of Public Accountants
(NAPA)
National Association of Tax Professionals
American Association of Forensic Accountants
(AAFA)
American Association of Attorney -
Certified Public Accountants
(AAA-CPA)
Financial Planning Association
(FPA)
American Association of Certified
Valuation Analysts
(NACVA)
Registered Financial Planners Institute
(RFPI)
National Society of Tax Professionals
Valuation Analysts
(NSTP)
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