Olivia Carter, CPA
Managing Partner
Leads advisory strategy for owner-led businesses focused on scalable growth and tax efficiency.
OICPA advisory
Team
Experienced professionals focused on clear advice and reliable execution.
James Whitman, CPA
Director of Tax
Oversees multi-state compliance, entity planning, and complex tax issue resolution.
Sofia Rivera, EA
Client Advisory Lead
Coordinates planning cadence and implementation workflows across accounting and tax workstreams.
Mason Lee
Accounting Operations Lead
Builds reporting systems and close processes for predictable, decision-ready financial operations.
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Work with a team that leads with judgment
Every engagement is shaped around the real operating reality of the client.