nav-left cat-right


Bill Oakes EA, CFP® is a proud member of the following societies and adheres to their standards of professional excellence and integrity:

Commitment to Professional Tax Services

Bill is an Enrolled Agent (EA). An Enrolled Agent is a federally licensed tax practitioner who has proven technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers for audits, collections and appeals before all administrative levels of the IRS. Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states). Bill earned his EA license by passing a comprehensive examination which covers all aspects of the tax code.

FPA Commitment to Professionalism

Bill Oakes EA, CFP® is a member of the Financial Planning Association (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ certificant.

Commitment to Continuing Education

The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to – and benefit from – competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Bill Oakes EA, CFP® principals are CERTIFIED FINANCIAL PLANNER™ professionals.

Commitment to Excellence and Objectivity

Bill Oakes, EA, CFP® is a NAPFA-Registered Financial Advisor. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 800 members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath. In addition, NAPFA members are required to fulfill significant continuing education requirements.

Bill Oakes EA, CFP® owners and principals are members of NAPFA, the National Association of Personal Financial Planners ( NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, insurance companies and estate attorneys. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a Fee-Only basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.