Technical depth.
A personal way of working.
I’m Costa Shepin, CPA. I work directly with business owners and investors whose tax situations call for both careful preparation and a longer view.
Complex work.
Clear conversations.
My background includes work at a Big 4 firm and senior finance roles with large organizations. That experience exposed me to complex financial reporting, compliance, and tax matters across different industries.
I earned a Master of Accounting and Financial Management and built an independent practice around the work I value most: helping business owners and investors think through complicated situations.
Over more than a decade of independent practice, my focus has been on long-term relationships, practical guidance, and the connection between a client’s tax obligations and the decisions ahead.
Today, I work with business owners, real estate investors, and individuals with complex income and assets. The goal is to put the pieces in context, explain the options clearly, and help clients make considered decisions.
You work directly with me. The person reviewing your situation is the person discussing it with you.
- Professional license
- CPA in Illinois & Indiana
- Earlier experience
- Big 4 & senior finance roles
- Education
- Master of Accounting and Financial Management
- Practice model
- Independent, direct advisory
Thoughtful advice.
Straightforward communication.
Clear.
I value open communication. I explain the considerations and next steps clearly, and ask clients to share questions, changes, and concerns as they arise.
Direct.
You work directly with me. Timely, complete information and responsive communication help us keep the work moving and address decisions with time to act.
Considered.
I work best with clients who consider the broader tax picture. We look at business, personal, and investment decisions together, even when the immediate priority is a return.
Let’s talk about what comes next.
An introductory conversation is a chance to discuss your priorities and see whether my approach fits your situation.