I’ve been doing a lot of research and have a general grasp and direction, but there’s some things I’d like to get more clarity on before making decisions and buying the tools and materials.

For the short term, I’m an entrepreneur and I’m getting a better understanding of business finances and accounting. All of this has inspired me to pursue being a CFP, CPA or both for myself and of course helping others take back control of their finances. So I’m trying to figure out the best path to get there.

Questions:

With tax season and being the most relative, what are some good resources to understand the tax forms, process and equations better? I normally do my own tax prep but its automated of course and I’m not really learning.

If I were to get both certifications is there a recommended order?

I’m not sure which calculator to get. There’s the HP 12c and BA II Plus or Pro. I saw that the pro vs reg has more functions (i.e. discounted payback) and is better quality so would I want that in the long run? And the HP is great for real estate and I’d like to get more into RE investing so would that be better? Also I think I’d prefer to learn on a physical cal and it looks like the app cals don’t have the greatest reviews (but cost less)...does it matter?

I was looking to get some of the Barchart quick guides (stats, finance and accounting equations etc). Are they worth it? Also I saw edu resources like Money Education, Kaplan. Which would you recommend or does it matter?

Thank you and looking forward to your help!