About Us
Credentials & Affiliations
We hold ourselves to the highest professional standards — so you can trust that your finances are in qualified hands.
Licenses & Designations
CPA — Certified Public Accountant
State Board of Accountancy
Active licenses in good standing, maintained through ongoing continuing professional education in accordance with regulatory requirements. Expertise spans audit, tax planning, accounting, financial reporting, and multi-jurisdictional regulatory compliance.
CGMA — Chartered Global Management Accountant
CGMA
Member of the Association of International Certified Professional Accountants (AICPA & CIMA). Focused on strategic finance disciplines including budgeting, forecasting, risk management, executive-level business decision support, and board presentations.
EA — IRS Enrolled Agent
Internal Revenue Service
The highest credential the IRS awards. EAs are authorized to represent taxpayers before the IRS in all matters including audits, appeals, and collections.
QBO — QuickBooks Online ProAdvisor
Intuit
Certified in QuickBooks Online setup, cleanup, training, and ongoing management.
Professional Memberships
The national professional organization for CPAs. Membership requires adherence to a strict Code of Professional Conduct.
Global organization for accounting and finance professionals, focused on financial planning and analysis, business intelligence, and risk management.
Active membership in the state-level CPA organization, providing continuing education and advocacy.
Membership providing access to advanced tax research tools, continuing education, and legislative advocacy.
Continuing Education
Tax law changes constantly. We invest heavily in keeping our knowledge current so our advice reflects the latest rules — not last year's.
- ✓40+ hours of CPE completed annually per CPA licensure requirements
- ✓Annual IRS tax law update courses
- ✓Specialized training in nonprofit accounting and GAAP updates
- ✓QuickBooks and Xero certification renewals
- ✓AICPA ethics requirement (4 hours per 2-year period)
Work with professionals you can trust.
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