CPA Team


Douglas B. Ehlen, CPA/PFS, CFP®, CGMA
Partner & Shareholder
Bio | Email
Gregory E. Heldman, CPA/PFS, CFP®, CGMA
Partner & Shareholder
Bio | Email 

Accounting
 		  
Christina Weiner
Account Manager
Bio | Email 		 Kristi Hackett
Account Specialist
Bio | Email
Ashley Mackin 
Account Specialist
Bio | Email 		 Anna Leaman 
Account Specialist
Bio | Email
Justice Carmichael
Account Specialist
Bio | Email		 Jackie McSheridan
Account Specialist
Bio | Email
   

Practice Management
 		  
Rita Dillow
Practice Manager
Bio | Email 		 Jessica Westfall
Practice Management Assistant
Bio | Email 
Jackie Robbins
Practice Management Assistant
Bio | Email 		 Jennifer Sosbe
Practice Management Assistant
Bio | Email
   

Tax
 		  
Dan Wagner, CPA 
Senior Tax Advisor
Bio | Email 		 A'lice Ehlen 
Senior Tax Specialist
Bio | Email 		  
Tina Davis, EA 
Tax Specialist
Bio | Email 		 Robiyabonu "Bonu" Dustova 
Tax Specialist
Bio | Email
Kiya Coulibaly
Tax Specialist
Bio | Email 		 Bry Howard, CPA
Tax Specialist
Bio | Email 
Katie Short
Tax Specialist
Bio | Email 		  

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.

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.