Mr. Terry W. Hamann, CPA / PFS
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Mr. Hamann, a licensed Certified Public Accountant and Accredited Personal Financial Specialist, is focused on providing outstanding taxation, financial and business consulting services to clients of the firm. Mr. Hamann organized HamannCPA.com to operate on a virtual basis in order to serve clients as effectively and efficiently as possible on a 24/7 basis throughout the USA and elsewhere around the globe.
Mr. Hamann began his career in Washington, D.C. over 40 years ago, while still in college. He held positions as a staff accountant for a local CPA firm and as chief accountant for a regional security brokerage firm before being recruited by Ernst & Ernst (now Ernst & Young) in 1969. In 1980, Mr. Hamann became a partner in the Washington, D.C. office. As a partner, he was responsible for serving a broad spectrum of clients of the firm, development of the tax practice and administration. He was the lead partner representing domestic and international clients on U.S. and international taxation, finance, and business engagements.
In 1992, Mr. Hamann formed Hamann & Associates, CPA's with offices in Texas, Maryland and Washington, DC which ultimately evolved into the virtual firm of HamannCPA.com. Mr. Hamann has extensive experience representing individual and family clients and business clients in service industries, including real estate, financial services, banking and insurance. His service focus includes: 1) Federal, state and local tax planning and compliance; 2) Personal financial and estate planning for individuals and families; 3) Business planning, compensation plans, multi-jurisdictional operations and domestic / international organizational structures; and, 4) Accounting, transaction and financial reporting matters. With over 40 years of experience in business, Mr. Hamann has a solid foundation and a unique set of skills and abilities to understand and analyze complex organizations, structures, transactions and businesses.
After attending Montgomery College and the University of Maryland, Mr. Hamann graduated from Benjamin Franklin University with a degree in Finance and Accounting. He also completed the Advanced Management Program at the Duke University Fuqua School of Business, and the advanced tax, financial planning and estate programs at New York University, the University of Miami, and the University of Texas, in addition to continuing education through state CPA societies and the American Institute of Certified Public Accountants ("AICPA").
During the course of his career, Mr. Hamann has made numerous presentations at various professional development programs and to client, civic, industry, and domestic/international governmental groups on various topics, including taxation, finance, fiscal policy, and financial reporting.