The Experience
Behind Your Strategy.

· Big 4 Accounting

· 10 years CFO

· 15 Years as CPA

· Masters In Accounting

· AICPA Member

· NATP Member

Decades of real-world
financial leadership.

Credentials & Experience

Every recommendation we make is grounded in experience earned at the highest levels of accounting, finance, and executive leadership — not just technical training.

Big 4 Accounting

FIRM EXPERIENCE

Trained and worked at one of the world's four largest accounting firms — the gold standard for technical rigor, complex tax structures, and high-stakes financial work.

GRADUATE EDUCATION

Master's Degree in Accounting

Graduate-level academic training in accounting theory, taxation, auditing, and financial reporting — the foundation beneath every client strategy.

Executive Leadership · 10 Years

professional network

Board Service

Licensed Practice · 15 Years

A decade as CFO overseeing financial strategy, reporting, risk management, and tax planning at the executive level. This isn't just tax theory — it's the real-world experience of running the numbers that matter.

Chief Financial Officer

Certified Public Accountant

Board of Directors

Elite Advisory Network

Fifteen years of active practice as a CPA, serving businesses, investors, and professionals across industries and income levels — with a record of results that speaks for itself.

Serving on the board of directors of a successful bank, bringing executive-level oversight in financial governance, regulatory compliance, and institutional risk strategy.

When your needs require specialized expertise, we coordinate a curated network of vetted tax preparers, accountants, and legal professionals — all aligned with your advisory strategy.

Held to the highest standards.

Professional Memberships

American Institute of Certified Public Accountants

AICPA

The national professional organization setting the ethical and technical standards for the CPA profession.

NATP

National Association of Tax Professionals

A specialized organization dedicated exclusively to tax practice excellence, education, and professional advocacy.

CPA

Certified Public Accountant — Active License

Actively licensed and in good standing — meeting all state renewal requirements and continuing education mandates.

Training That Never Stops.

Ongoing Training

3×

Three times every week, we meet with an elite network of top tax professionals from across the country — sharing strategies, debating rulings, and stress-testing approaches against real client scenarios.

Tax law changes. Strategies that worked last year may cost you money this year. That's why staying current isn't optional — it's the job. Our advisor engages in one of the most rigorous ongoing training programs in the profession.

Per Week

100+

Hours of CE Annually

Far exceeding minimum CPA licensure requirements, we complete extensive continuing education each year across federal tax law, state strategy, real estate, business planning, and emerging regulations.

Rigorous

certification standards

Our certifications are maintained through demanding renewal standards — not rubber-stamped. Every credential requires active engagement, examinations, and demonstrated competency in current law.

When your advisor sits across from you, they bring not just their own experience — but the collective intelligence of a national network of tax professionals who collaborate every single week. That's the standard we hold ourselves to. It's the standard you deserve."

Crescent CPA Advisors LLC · New Orleans, Louisiana

Main Street certified tax advisor (mscta) program

A Main Street Certified Tax Advisor (MSCTA) is a professional who assists business owners and investors apply practical and effective tax strategies. They specialize in:

• Wealth Building: Helping clients increase their financial assets through smart tax planning.

• Asset Protection: Ensuring that clients’ assets are safeguarded against potential liabilities.

• Estate and Legacy Planning: Assisting in the planning of one’s estate to secure a financial legacy for future generations.

How will tax planning benefit you? For business owners, current year tax savings provide opportunities for adding employees, purchasing additional assets, or enhancing your marketing efforts. For individuals, tax planning will provide additional cash flow and capital for investment opportunities and a secure retirement.

For Kohler and KKOS clients, bring your trifecta and implementation plan and let's get to work

Ready to work with an advisor
at this level?

Schedule a consultation and let's talk about what's possible for your financial future.