Dr. Shawn M. Folberg, CPA, CGMA
Principal | Senior Accountant
Dr. Folberg graduated at the top of his class, with highest honors and distinction – earning the Latin honors of summa cum laude – with his Bachelor of Arts degree in Accounting from Saint Leo University, where he also earned his Master of Business Administration degree in Management. In addition, he earned his Doctor of Education degree in Leadership from Valdosta State University, where he specialized in organizational leadership and professional development. During his doctoral studies, he conducted an original research study and created a model for assessing professional development needs within organizations.
Dr. Folberg is a current professional member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA), as well as a past member of the Virginia Society of Certified Public Accountants (VSCPA). He also holds the designation of Chartered Global Management Accountant (CGMA), the world’s foremost management accounting credential, awarded by the Chartered Institute of Management Accountants and the AICPA. Dr. Folberg is currently licensed as a CPA in Florida, Maryland, and Virginia.
Dr. Folberg involves himself closely with his clients, engaging in business and income tax planning, cultivating friendships, and using his knowledge and expertise to make significant contributions to their long-term success. Dr. Folberg’s achievements have been rightfully acknowledged by others, earning him numerous honors and testimonials.
Prior to his tenure with CPA Tax Adviser, PLLC, Dr. Folberg worked as a Senior Accountant for several regional CPA firms. He also served as Assistant Finance Director for the City of Port Richey. In addition, Dr. Folberg has taught various courses as an adjunct instructor at Pasco-Hernando State College in Brooksville, Florida and Husson University in Bangor, Maine; he has also served as a graduate research and teaching assistant at Valdosta State University.
Dr. Folberg likes to spend his leisure time with his daughter, visiting amusement parks, riding his motorcycle, and exercising.