A CPA is a licensed professional who has met extensive education and experience requirements to become a Certified Public Accountant. CPAs are knowledgeable in a range of financial areas, including taxation, accounting, and auditing. They are highly trained and held to ethical standards in their work.
Working with a CPA depends on your specific financial situation. People with complex tax situations, time constraints, or a preference for professional oversight of their personal taxes can benefit from working with a CPA. Individuals with business interests, rental real estate, investment, and stock-based compensation such as restricted stock units and stock options frequently use CPAs as a resource.
At Brickley Wealth Management, we provide the integrated services of CPAs and financial advisers to address your financial needs holistically. Reach out to us and discover the advantages of a streamlined approach to managing your wealth.
We believe that to properly manage your assets, we need to have a complete picture of who you are and what you hope to achieve.