CPA Team
Douglas B. Ehlen, CPA/PFS, CFP®, CGMA Managing Partner Bio | Email |
Gregory E. Heldman, CPA/PFS, CFP®, CGMA Non-Equity Partner Bio | Email |
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Accounting |
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| Kristi Hackett Accounting Supervisor Bio | Email |
Anna Leaman Payroll Associate Bio | Email |
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| Jackie McSheridan Accounting Associate Bio | Email |
Samantha Nance Senior Accounting Associate Bio | Email |
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| Stacy Thames Accounting Associate Bio | Email |
Christina Weiner Accounting Supervisor Bio | Email |
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Practice Management |
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| Sara Adkins Client Services Associate Bio | Email |
Michelle Pitzer Business Services Associate Bio | Email |
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| Jennifer Sosbe Production Associate Bio | Email |
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Tax |
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| Josiah Berry, JD, LL.M. Senior Tax Associate Bio | Email |
A'lice Ehlen Senior Tax Associate Bio | Email |
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| Kristina Hornaday-Alberts Tax Associate Bio | Email |
Diane Rorick, CPA, EA Tax Associate Bio | Email |
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| Dan Wagner, CPA Senior Tax Manager Bio | Email |
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What is a CGMA? The Chartered Global Management Accountant (CGMA) is a global management accounting designation that recognizes the unique role played by men and women at organizations around the world who combine accounting and financial expertise with strategic insight to guide better business decisions. The CGMA designation is the global designation for management accountants. It is powered by the resources and expertise of the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA), two of the world’s leading accounting organizations. |
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What is an Enrolled Agent (EA)?
The Enrolled Agent credential is awarded to tax practitioners to represent taxpayers before the IRS and are authorized to advise, represent and prepare tax returns for individuals, partnerships, corporations, estates and trusts.
An EA must pass examinations to demonstrate their understanding of taxation, representation and ethics before they are granted practice rights and meet re-credentialing requirements every three years to maintain the certification.