CPA, ABA, CFP - Which Credentials Matter?

When choosing a professional to help you file youradditional training and has passed the Accreditation
income taxes - whether you are an individual or areCouncil for Accountancy and Taxation (ACAT) exam.
running a small business - choosing the tax accountantThis is a voluntary accreditation and is meant to signify
with the right credentials is key. Flipping through thethat this accountant specializes in accounting services
phone book or browsing through online business listings,for individuals and small- to medium-sized businesses.
you'll likely encounter a veritable alphabet soup ofCertified Financial Planner (CFP)
acronyms such as CPA, CFA, CFP, CMA, ABA andA CFP can help you with your investment goals. CFPs
others. In fact, there are upwards of 46 differentare a good choice if you are planning for the future, as
acronyms that relate to certifications in accounting,they can offer a broad range of financial advice.
finance and business. Of these accountant credentials,So,which financial professional should you choose?
you're most likely to retain a CPA, ABA or CFP. Here'sThat all depends. Are you looking to file your individual
what each means:income taxes? Are you starting a small business? Or
Certified Public Accountants (CPA)are you trying to build a reliable investment portfolio for
CPAs are most well known for preparing taxes, butthe next 30 years? Different professionals serve
they can also advise you on how to structure yourdifferent needs.
small business and setup a bookkeeping system asThe best way to determine whether a financial
well as help you plan for retirement, college andadvisor is a good fit for your needs is to schedule an
organizing your estate. CPAs must undergo rigorousinterview or consultation. Many accounting firms have
testing and continuing education to maintain theirmultiple specialties that work in conjunction to serve
licenses. This means accountants who are CPAs areyour needs. For example, some CPA firms also offer
highly qualified with up-to-date knowledge of the latestbusiness consulting for small businesses and can help
tax laws in their local area. That means a CPAyou set up a QuickBooks accounting system or
operating in Seattle or Bellevue is required to beprovide advice on how to incorporate your
well-versed in both federal tax law and Washingtonindependently owned business. So, take your time and
state tax law.interview at least three different accountants before
Accredited Business Accountant (ABA)deciding which one works best for you.
An ABA is an accountant who has undergone