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Bradley Epstein CPA MBA PFS

Professional

Bradley Epstein (brad@epsteincpa.com) opened his own Firm in June 2004 after serving as a senior manager for multiple local and national CPA firms since 1993.  Bradley's primary office is located in Rockwall,Texas.

Bradley received his Bachelor of Science in Accounting from Louisiana Tech University in 1992.  He remained at Louisiana Tech and earned his Master’s of Business Administration in 1993.  In addition to his CPA and MBA credentials, Bradley has been a Certified QuickBooks ProAdvisor since 2004.

Bradley has more than twenty years of professional experience providing accounting, tax, business and consulting services for individuals and businesses in a vast array of industries.  He believes he brings to Rockwall a very unique background having worked for more than a decade with large, national and international accounting firms.  Brad often says, "I feel I bring a big city CPA out to the country."

Specialties include: assisting start-up companies, legally minimizing tax obligations, helping management achieve and maintain profitable operations, retirement and estate tax planning.  Brad believes his "heart of a teacher" is what separates him most from other CPAs.

Bradley is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. 

 

Personal

In Bradley's free time you can usually find him with his wife, Lisa, and two sons, Connor and Cameron.  Every chance he gets, Brad involves Lisa and his boys in his life. They enjoy traveling, sports, art and music festivals, movies, shopping, dining out and horse racing.  Brad also enjoys mountain biking, Crossfit, golfing and playing fantasy football.

Bradley is also involved in various charitable and community organizations such as Children's Advocacy Center for Rockwall County, YMCA, Rockwall Noon Rotary, Amy Parks Heath Elementary Campus Improvement Committee.
 
Bradley, Lisa, Connor, and Cameron live in Heath, Texas.

You can reach Brad at brad@epsteincpa.com or (972) 771-9411