CPA Team


Douglas B. Ehlen, CPA/PFS, CFP®, CGMA
Partner & Shareholder
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Gregory E. Heldman, CPA/PFS, CFP®, CGMA
Partner & Shareholder
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Accounting
 
 
Amie Gant 
Accounting Associate
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Kristi Hackett
Accounting Supervisor
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Anna Leaman 
Payroll Associate
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Jackie McSheridan
Accounting Associate
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Christina Weiner
Accounting Supervisor
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Practice Management
 
 
Kaitlyn Pearson
Client Services Associate
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Michelle Pitzer
Business Services Associate
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Faith Sosbe
Client Services Associate
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Jennifer Sosbe
Production Associate
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Tax
 
 
A'lice Ehlen 
Senior Tax Associate
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Adam Fischer 
Senior Tax Associate
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Kristina Hornaday-Alberts
Tax Associate
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Dan Wagner, CPA 
Senior Tax Manager
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Layne Wiedl
Tax Associate
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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.

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.