CPAs are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education and testing requirements for licensure as a CPA in the State of California requires that the CPA completes a rigorous education, examination, and experience requirement.

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A PFS credential holder is more than a financial planner, he or she is a CPA with a combination of extensive tax expertise and comprehensive knowledge of financial planning. 

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An Enrolled Agent is a federally licensed tax practitioner who specializes in taxation and has unlimited rights to represent taxpayers before the IRS. Unlike attorneys and CPAs, who may not choose to specialize in taxes, all enrolled agents specialize in taxation.

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