Our Qualifications

Credentials You Can Trust

Rick Abdallah

Rick Abdallah

CPA (not licensed in Florida) | MBA | JD (not licensed in Florida) | EA | CPB | CBC

Our founder brings an exceptional combination of education, professional certifications, and real-world experience that few practitioners can match. This depth of qualification ensures you receive the highest level of expertise for your accounting and tax needs.

Academic Degrees

Juris Doctor (JD)

Master of Business Administration (MBA)

Bachelor of Science in Accounting

Ph.D. in Finance

Professional Licenses

Certified Public Accountant (CPA)

(not licensed in Florida)

Enrolled Agent (EA)

Licensed to practice before the IRS

Bar Association

(not licensed in Florida)

Professional Certifications

Certified Public Bookkeeper (CPB)

Certified Business Coach (CBC)

Certified Management Accountant (CMA)

Project Management Professional (PMP)

QuickBooks ProAdvisor

Forensic CPA (not licensed in Florida)

Accredited Business Accountant

Certified Paralegal (CP)

Chartered Tax Professional (CTP)

IRS Registered Tax Return Preparer

Tax Practitioner with Honours

Personal Tax Practitioner with Honours

Professional Memberships & Affiliations

American Institute of Certified Public Accountants – AICPA (CPA not licensed in Florida)
National Society of Accountants (NSA)
National Association of Tax Practitioners (NATP)
American Accounting Association
American Association of Attorney-CPAs (CPA not licensed in Florida)
Federal Bar Association – Member and Fellow
American Bar Association – Tax Section
National Tax Association
American Institute of Professional Bookkeepers (AIPB)
UC&CS Global Strategic Alliance
Golden Key International Honour Society
Colegio de CPA de Puerto Rico – Puerto Rico Society of CPAs (CPA not licensed in Florida)

Experience Summary

35+
Years in Public Accounting & Taxation
30+
Years in Tax Resolution
4
Regional Offices Built & Operated
60+
Staff Members Managed
48
States Served
60+
Industries Served

Put Our Experience to Work for You

Contact us today for expert accounting and tax services.

Contact Us