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What Clients Say

“Thanh Cambaliza is one of the most strategic, knowledgeable, and proficient CPA’s I have ever worked with in my many years in business. Thanh provides outstanding guidance including purchase accounting, technical tax filings, and she did a masterful “clean-up” of a major accounting mess. She understands the importance of maintaining trust accounts for law firms. Acting on our firm's best interest, Thanh went beyond traditional tax compliance guidance and recognized flaws in our old retirement plans, then had them redesigned for better retirement and tax saving purposes. She has also represented us in multiple audits and have prevailed at every one. Cambaliza McGee LLP is an exceptional firm and we are grateful for our relationship.”

Larry Pleiss, Managing Partner, Pleiss Sitar

“Charity Booster is a service company that helps nonprofit organizations increase their fund development to fulfill their missions. Cambaliza McGee LLP assists us with our accounting using the accrual method to capture additional expenses and reduce taxes. Their CPA’s are incredibly knowledgeable and have become one of our most trusted advisors. They also support us by providing guidance on income and expense alignment and proactive tax-planning that has minimized unnecessary cash flow. CM has gained a deep understanding of our business model, vision, and objectives and they share our passion for seeing non-profits grow.”

Chris Jennings, President, Charity Booster

“My medical office has worked with Cambaliza McGee LLP for many years and the firm handles our higher-level tax strategy, planning and implementation. They provide over-sight for our internal accounting processes to ensure proper recording and make proactive and necessary adjustments. They work closely with me and my team to conserve cash outflow. They are creative, innovative, and always available to brain-storm, and they are extremely responsive to our needs.”

John Luster, MD

“Propel Business Solutions had been loyal to our CPA firm for 25 years, but they had become lethargic and less strategic in their guidance over the years. After moving our business to Cambaliza McGee LLP, we experienced a major difference. CM provides high-level business strategy, complex tax expertise, and reliable financial guidance, but with a true family approach. There is a noticeable difference in CM’s services and other CPA firms and we’re very happy to have made this transition”

Cindy Goss, Founder/President, Propel Business Solutions, Inc.

“Rampone Industries has been a client of Thanh Cambaliza for over 13 years and we trust her completely with the company’s various business decisions. Thanh’s deep knowledge of the tax codes and understanding of our business enabled her to represent our company successfully in two tax audits, resulting in zero additional taxes for each one. She is a CPA that can speak business language and look beyond numbers. We are grateful for all that Thanh and Cambaliza McGee LLP have done, and continue to do, for our company. We are definitely clients for life.”

Horacio Rampone, Founder, Rampone Industries LLC

“Our CPA firm, Winter & Lozano CPA’s, Inc., has been working with Cambaliza McGee LLP on a number of shared clients for quite a long time. Accounting for Income Taxes (ASC 740) is one of the more complex and challenging areas in financial reporting and this is the reason we use CM as our “go to CPA firm” when our clients need tax provision assistance. They are extremely experienced and skilled CPA’s who have an uncommon ability to deliver a complex tax provision file and make it easy to review, understand, and audit. CM can reduce the finance team’s burden of the income tax accounting, considering they work diligently with the external auditors to ensure timely and accurate income tax reporting. CM provides a great solution for audit firms such as ourselves, since they are a completely independent accounting firm. They function as a reliable, outsourced tax department and significantly reduce any independence risk of the financial statement audit. CM is the only CPA firm we turn to when our clients need assistance with their ASC 740 needs.”

Alex Lozano, CPA, Partner, Winter & Lozano CPA’s, Inc

“As managing partner, I have tax responsibility for a holding company of multiple infrastructure LLCs with complicated partnership taxation scenarios. We have investors that are either joining to form partnerships or buying the interest of existing investors. Due to the complexity of our transactions, our accounting partner must be able to precisely calculate the correct gains, create accurate income/loss allocations among investors, provide strategic consulting on how to structure the sale of investments, and minimize tax impact effectively. After years of working with Thanh Cambaliza, I have full confidence in Cambaliza McGee LLP’s capabilities, especially when it comes to complex tax guidance.”