Certified Public Accounting | Florida & Virginia
CPA Tax Adviser, PLLC is a Certified Public Accounting firm practicing in Florida and Virginia. We specialize in navigating complex federal and state tax regulations for individuals and small businesses in both the Sunshine State and the Commonwealth. From our base in Florida, we provide sophisticated federal and multi-state income tax planning and preparation services—with a particular focus on the unique needs of closely held businesses, estates, trusts, and nonprofit organizations.
The firm is led by Dr. Shawn M. Folberg, CPA, who brings more than 20 years of experience in both public and private accounting. Dr. Folberg combines technical expertise with personalized service, offering clients the depth of knowledge found in larger firms while maintaining the accessibility and one‑on‑one attention of a boutique practice.
At CPA Tax Adviser, PLLC, we believe in delivering unparalleled service, innovative thinking, and practical solutions. Dr. Folberg integrates his passion for economics and market trends into his tax and business consulting, drawing inspiration from leading economists to provide insights that help clients navigate competitive pressures and real estate dynamics.
Whether you are a business owner, an individual client, or a nonprofit leader, you can rely on CPA Tax Adviser, PLLC for timely, competent, and strategic advice. Dr. Folberg is committed to the highest standards of excellence and professionalism, ensuring that every client receives guidance tailored to their unique financial and tax needs.
Areas of Practice
Accounting & Tax Services for Businesses, Individuals, Estates, Trusts, and Nonprofit 501(c)(3) organizations
Gift tax, sales tax, tangible tax, and other specialized state and local taxes
Business consulting, including start‑up planning and dissolution or sale
Financial Statement Compilations
Agreed-upon procedures for private schools receiving tax credit scholarship funds
Write Up, QuickBooks, & Other Bookkeeping Services
Payroll & Related Tax Preparation Services
Incorporation & Formation Services
IRS Problem Resolution and Audit Support Services
Dr. Folberg on Leadership Philosophy:
Leadership is grounded in integrity, emotional intelligence, and growth through challenges.
Experience has shown me that not all environments foster support; resilient leadership requires rising above bias, navigating complexity with discretion and empathy, and creating spaces where collaboration and accountability thrive.
I lead with purpose, not ego, serving with clarity, respect, and strategic insight.
My approach reflects years of executive experience and a commitment to continuous learning across financial, educational, and legal disciplines.
A guiding principle I carry forward is this:
Gatekeepers do not define destiny; resilience and strategy do.
Challenges and setbacks will arise, but effective leadership is measured by one’s ability to adapt, redirect, and advance despite circumstances.
Success is built on persistence and the ability to transform vision into opportunity.
Contact
Schedule a consultation today and let CPA Tax Adviser, PLLC be your trusted partner in tax, accounting, and business advisory services.
Kindly note that Dr. Folberg has discontinued use of his previous cell phone number. Please direct all inquiries to the number listed below.
➤Florida
By Appointment
☎ CONTACT
admin@procpa.net
(727) 753-9433 phone
(727) 231-2443 fax
Let's Chat.
Use the form below to contact Dr. Folberg. Please be as detailed as possible. Include your industry along with any specific issues or requests. You may also e-mail or call to make an appointment.