The American Institute of Certified Public Accountants (AICPA) is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.

The Florida Institute of Certified Public Accountants (FICPA) is a professional association of more than 18,000 members working together to improve the CPA profession and better serve the public interest. Founded in 1905, the FICPA is the twelfth-oldest and seventh-largest state CPA association in the United States.

The Internal Revenue Service (IRS) is a branch of the Department of Treasury, that is responsible for the administration and collection of taxes in the United States of America.

The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS.