KEVIN S. UBELHART
CPA
VA LIC#17875
As the Managing Shareholder of the firm, Kevin focuses on providing accounting, auditing, financial statement, tax and consulting services for small to mid-sized organizations and businesses.
Kevin works with a range of not-for-profit organizations such as trade associations, foundations, private schools, and churches. Additionally, he serves a wide array of other businesses, including government contractors, professional services firms, real estate development and investment firms, homeowners associations and closely-held businesses.
Kevin has over 33 years of experience in public accounting. Over the years, his extensive background has proven instrumental in helping clients accomplish their unique goals.
Education
University of Notre Dame, Bachelor of Business Administration
Certification and Licenses
Certified Public Accountant, Virginia
Professional/Civic Organizations
American Institute of Certified Public Accountants
Virginia Society of Certified Public Accountants
University of Notre Dame Alumni Association
SEAN ROGSTAD
CPA
VA LIC#24612
As a Shareholder with the firm, Sean offers specialized knowledge and service in the field of accounting and auditing including the issuance of audited, reviewed or compiled financial statements, assistance with accounting procedures and records, assistance in the selection of accounting personnel, and identification of financial and accounting weaknesses.
Sean offers specialized knowledge and service in the field of taxation, including tax preparation, tax planning, Internal Revenue Service examinations, ruling requests and protests. Tax planning focuses on applying tax law to prospective transactions and understanding the tax implications of unusual or complex transactions. Recognizing alternative tax treatments and advising clients on tax-saving opportunities are also part of tax planning.
Specialties: Accounting, Auditing, Tax Planning & Preparation.
Education
George Mason University
Certification and Licenses
Certified Public Accountant, Virginia
Professional/Civic Organizations
American Institute of Certified Public Accountants
Virginia Society of Certified Public Accountants
George Mason University Alumni Association
