My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Peer Review Report

Peer Review Report

A peer review is a periodic external review of a firm's quality control system in accounting and auditing conducted under standards established by the American Institute of Certified Public Accountants (AICPA) and the Illinois Department of Financial and Professional Regulation (IDFPR), and is administered by the the Illinois CPA Society. The goal of peer review is to promote quality in the accounting and auditing services provided by firms within our industry.

In our most recent external peer review issued on June 21, 2018, CEC received a peer review rating of pass, the highest rating possible. Under the AICPA’s Peer Review Standards, firms may receive a rating of pass, pass with deficiency(ies), or fail.

We are extremely proud that we achieved these results, but your opinion of our services is the real confirmation.  Please feel free to let us know if there is any way that we can serve you better.

June 21, 2018 Peer Review Report


Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM,  Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


Website Design For Financial Services Professionals | Copyright 2020 All rights reserved