Certified Professional Accountants (CPAs) are more than just individuals who do your yearly taxes. They can advise you on a long list of finance and business issues. Some CPAs are also Personal Financial Specialists (PFS™). They are advisors with additional experience, education, and certification that set them apart from other CPAs. Additionally, if you're looking for a tax professional, Enrolled Agents (EAs) may be what you need. An EA is a federally authorized tax advisor, empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. CPAs are part of a business owner's core professional team along with a banker and lawyer (and I hope

While I'm a big proponent of niching, like you, I'd like to help everyone.  And in this article I'll show you how to do that in a way that doesn't drain you as you "try" to help someone.  The goal, for me, as I believe for you, would be to give the person what they need to eventually become a client. See if this sounds familiar. You want to help everyone who comes your way.  You don't want to leave anyone out. However, over time, I've learned, as I'm guessing that some of you reading this have learned, we just can't help everyone.  And in some cases, I'm 200% sure I can't help someone. And it's not