{"id":24909,"date":"2022-02-09T08:00:53","date_gmt":"2022-02-09T14:00:53","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24909"},"modified":"2023-08-22T11:08:09","modified_gmt":"2023-08-22T16:08:09","slug":"key-differences-between-a-financial-advisor-and-a-tax-advisor","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/key-differences-between-a-financial-advisor-and-a-tax-advisor\/","title":{"rendered":"Key differences between a financial advisor and a tax advisor"},"content":{"rendered":"<p>As a CPA, many of my clients come to me for tax and accounting advice. Every now and then, I am asked what I think of their investment portfolio, and how they should be managing their stocks and bonds. For those questions, I reach out to my colleagues, who are financial professionals. Most of them are also Certified Financial Planners (CFPs).<\/p>\n<p>As a CPA who specializes in income tax planning and compliance, I am focused on how to account for my client\u2019s investments on their tax returns, while their financial advisor is responsible for managing their investments. In this article, I\u2019ll \u00a0explain the differences between a financial advisor and a tax (and accounting) advisor. To keep it simple, I will focus on the requirements to be a CFP and a CPA.<\/p>\n<h2>Professional requirements<\/h2>\n<p>CFPs require a bachelor\u2019s degree or higher. Their exam requirement covers main topics, including:<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<ul>\n<li>Professional Conduct and Regulation (8%)<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>General Principles of Financial Planning (15%)<\/li>\n<li>Risk Management and Insurance Planning (11%)<\/li>\n<li>Investment Planning (17%)<\/li>\n<li>Tax Planning (14%)<\/li>\n<li>Retirement Savings and Income Planning (18%)<\/li>\n<li>Estate Planning (10%)<\/li>\n<li>Psychology of Financial Planning (7%)<\/li>\n<\/ul>\n<p>CPAs also require a bachelor\u2019s degree, and most states require 150 credits to sit for the exam. There are four main parts to the exam:<\/p>\n<p>1.\u00a0\u00a0\u00a0\u00a0 Auditing and Attestation<\/p>\n<ul>\n<li>Ethics, Professional Responsibilities and General Principles<\/li>\n<li>Assessing Risk and Developing a Planned Response<\/li>\n<li>Performing Further Procedures and Obtaining Evidence<\/li>\n<li>Forming Conclusions and Reporting<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<\/ul>\n<p>2.\u00a0\u00a0\u00a0\u00a0 Business Environment and Concepts<\/p>\n<ul>\n<li>Enterprise Risk Management, Internal Controls and Business Processes<\/li>\n<li>Economics<\/li>\n<li>Financial Management<\/li>\n<li>Information Technology<\/li>\n<li>Operations Management<\/li>\n<\/ul>\n<p>3.\u00a0\u00a0\u00a0\u00a0 Financial Accounting and Reporting<\/p>\n<ul>\n<li>Conceptual Framework, Standard-Setting and Financial Reporting<\/li>\n<li>Select Financial Statement Accounts<\/li>\n<li>Select Transactions<\/li>\n<li>State and Local Governments<\/li>\n<\/ul>\n<p>4.\u00a0\u00a0\u00a0\u00a0 Regulation<\/p>\n<ul>\n<li>Ethics, Professional Responsibilities and Federal Tax Procedures<\/li>\n<li>Business Law<\/li>\n<li>Federal Taxation of Property Transactions<\/li>\n<li>Federal Taxation of Individuals<\/li>\n<li>Federal Taxation of Entities<\/li>\n<\/ul>\n<h2>Key differences<\/h2>\n<p>It\u2019s often a misconception that all CPAs can prepare tax returns. Because of the broad subjects that CPAs study, most specialize in a certain area. For example, my area is tax, but being a CPA allows me to do one thing that no other professional can do: provide an opinion on a financial statement, including the balance sheet, income statement, statement of cash flows, and related reporting.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p>As a tax advisor, I can do advanced tax planning for federal and state purposes, as well as assist with accounting and bookkeeping work. Most firms bill their customers based on 6- or 15-minute intervals for time spent on their return or project. Other firms, like <a href=\"http:\/\/bespoketaxsolutions.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">mine<\/a>, charge an annual fixed fee price for services.<\/p>\n<p>A CFP focuses more on the financial plan of the individual, and primarily works in registered investment advisory (RIA) firms, specializing in investment advisory and financial planning services. They typically charge a percentage based on assets under management (AUM). There are RIA firms that also specialize in selling insurance products or specific investments that produce commissions or kickbacks to the advisor. Some other RIA firms will be \u201cfee only\u201d planners, which means they receive compensation solely from the fees that clients pay for their services. A fee-only structure reduces a potential conflict of interest, which is why these types of advisors are often preferable to the commission-only structure.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<h2>What to look for in a financial advisor and a tax\/accounting advisor<\/h2>\n<p>My focus is on my client\u2019s peace of mind, as it relates to their taxes. I have a financial advisor who I hired to provide me peace of mind, when it comes to my investments.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p>If I were to put myself in a potential client\u2019s shoes, I would want to look for a tax\/accounting professional who I can trust and is willing to grow with me. I would also look for a person who has capacity and can call me back if I have a question.<\/p>\n<p>But, most importantly, I would say the greatest character trait to look for is empathy. With the rise of technology, we have lost the art of being human. Empathy is a trait that technology can never mimic. As someone who just started my own firm, I believe empathy is the penultimate core value because it\u2019s entirely human. Today, we live in a world where a robot can prepare your taxes, or you can hire a \u201crobo-advisor\u201d to manage your assets, but what we professionals can offer that no robot can is a relationship.<\/p>\n<p>I became a CPA because it allows me to be a part of the most intimate part of people\u2019s lives \u2013 their finances. I didn\u2019t become a CPA because I just love the Internal Revenue Code. I became a CPA to have a relationship with my clients. How much people make is normally hidden from their closest friends, but as a CPA, people pay me to be part of their lives and see everything (and I mean everything).<\/p>\n<p>I\u2019ve been in meetings with excited newlyweds who are anxious to start their business together, as well as meetings with couples trying to unravel their relationship and separate their assets from each other. There are days I am a cheerleader, and there are days I am the referee.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p>But whether your clients engage the services of a CPA or CFP, the main thing you want to have is the relationship. We navigate the ups and the downs through wherever life takes our clients, so make sure your clients have this trusted relationship. Whether it\u2019s you or someone else, it\u2019s your job to look after the best interests of your clients.<\/p>\n<p><strong>Editor&#8217;s note:<\/strong> <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/diferencias-clave-entre-un-asesor-financiero-y-un-asesor-fiscal\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">This article is also available in Spanish<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Understanding the differences between these two areas of practice is a necessary part of ensuring your clients&#8217; financial needs are addressed. Joe Abesamis, CPA, explains.<\/p>\n","protected":false},"author":144648994,"featured_media":24952,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873],"tags":[646041722],"intuit_collection":[],"intuit_series":[],"coauthors":[646041785],"class_list":["post-24909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-client-resources"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Key differences between a financial advisor and a tax advisor - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/key-differences-between-a-financial-advisor-and-a-tax-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Key differences between a financial advisor and a tax advisor - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Understanding the differences between these two areas of practice is a necessary part of ensuring your clients&#039; financial needs are addressed. 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