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  • WHY CERTIFICATION MATTERS: Anyone may call him or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism.
  • EDUCATION: CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own when delivering financial planning advice.
  • EXAMINATION: Unlike financial advisors, CFP® professionals are required to develop their theoretical and practical knowledge by completing regular courses of study at a college or university with a curriculum approved by the CFP Board.
  • EXPERIENCE: CFP® professionals must have a minimum of three years’ experience in the financial planning process prior to earning the right to use the CFP® certification marks.Personal account manager
  • ETHICS: CFP® professionals are held to the highest of standards. CFP Board's Code of Ethics outlines CFP® professionals’ obligations to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. The Rules of Conduct require CFP® professionals to put clients’ interests above their own, and to provide their financial planning services as a "fiduciary" — acting in the best interest of their financial planning clients. CFP® professionals are subject to sanctions if they violate these standards.CFP® professionals are held to the highest of standards. CFP® professionals are subject to sanctions if they violate these standards.
  • ENFORCEMENT: CFP Board's rigorous enforcement of its Standards of Professional Conduct — including releasing disciplinary information to the public — distinguishes the CFP® certification from the many other designations in the financial services industry. Through diligent enforcement of its ethical and practice standards, CFP Board provides you with the confidence that your CFP® professional is both competent and ethical.

Thomas Blake, CPA, LLC

Here at Thomas Blake, CPA, CFP, LLC, we are dedicated to you and all your different accounting, tax, planning and investment needs.


We've been here in Central FLA for over 15 years and we've won several awards for the small accounting firms: but, our most important awards are when you return. 
 

CFP® Certification: The Highest Standard:

Tom’s unique combination of credentials and expertise as a CPA and CERTIFIED FINANCIAL PLANNER™ Professional give him a comprehensive view of Financial Planning, Investments and Taxes. With each and every step, whether its Investment Advisory, Financial Planning or Tax Planning /Preparation, Annette is utilizing financial and tax planning aspects at each decision. Since all financial and investment decisions are intimately connected with taxes, Tom has a superior perspective to help her clients plan accordingly, while reducing the tax impact at each decision point. As your trusted CPA advisor, Tom can take you all the way from taxes to investing, financial planning & retirement. His goal is to form lifelong relationships built on trust and integrity. One professional, who understands your finances and taxes from A to Z.  Offering a seamless menu of financial services.

THOMAS BLAKE, CPA, LLC

HOW TOM WORKS FOR YOU

PERSONALIZED RELATIONSHIPS FOR OVER 25 YEARS.

        Thomas Blake: CPA, CFP® 
  • An accounting practice with 15 years experience
  • A free no-obligation discussion about your business requirements
  • Fixed accounting fees agreed in advance and not dependent on income level
  • Personal account manager
  • Same day company formation, normally within 2 hours
  • IR35 technical expertise
  • VAT registrations and advice
  • Tax planning
  • Company forecasts
  • Free business banking
  • Business insurances