Our Story

More than just taxes: MBE CPAs build success for your family & business. Expert solutions & personalized approach
Empowering Lives Beyond Accounting

Empowering Lives Beyond Accounting

We are driven by more than a quality tax return; we provide effective solutions to help you, your family, and your business succeed. We understand that every individual and business has unique challenges, and the best solutions combine expert knowledge with personal experience, innovation, and creativity.

Vision

Where We’re Headed

On our way to becoming a high-performing firm of choice in all of the markets we serve by providing 5-star client service and showcasing the MBE CPAs’ advantage:

Mission

Our Intended Result

Positively affect the quality of life of our clients, associates, families, friends, and communities.

Living by Our Core Values

Building the MBE CPAs Dream Team

Living by Our Core Values

We are a team of professionals working toward creating a better life for our clients, colleagues, and community. Trust is at the core of our business, and we approach every challenge with honesty, integrity, and positivity. Our focus is on growth, and we value creativity and innovation to empower our clients, employees, and community to thrive. 

We foster a culture of respect, accountability, and proactive communication. Continuous learning, discovery, and education are fundamental to our success. By investing in our people and resources, we ensure their success. We believe in questioning the status quo to facilitate growth. Education is highly valued as we strive for new goals and achievements daily.

We hold each other accountable for our actions and expect everyone to contribute to collective success. We take our responsibilities seriously and work hard to meet the expectations of all those who have entrusted us with their business.

We think outside the box and push boundaries. We’re constantly innovating and looking for new ways to improve. We’re not afraid to take risks because we know that’s how great things are created.

We always keep our client’s needs and wants at the forefront of everything we do. We strongly believe that by focusing on delivering excellent service, we will continue to be successful.

We are constantly striving to educate our employees on the latest best practices. Whether it’s a new software update or changes in industry regulations, we want to ensure our team is always up to date.

We pride ourselves on being innovative. We’re always looking for new ways to stay ahead of the competition and provide our customers with the best products and services. We believe innovation is critical to success, and we’ll continue striving for greatness in everything we do.

We proactively take measures to prevent problems from occurring. We are always looking for ways to improve our processes and procedures. Our goal is to provide the best possible service to our clients.

We have a long track record of success and happy customers. You can trust us to do the job right, and we’ll always be honest with you.

Team Giving High Five
Group of People Having Conversation

Meet Our Management Team

Get to know our firm’s leaders! Our dynamic management team oversees over 200 tax and accounting professionals across our 11 Wisconsin branches and Arizona office. With their expertise, we effectively cater to a wide range of niches and markets, ensuring clients receive the specialized services they require.
Tim Moy CPA, CGMA
Tim Moy

Managing Partner, CPA, CGMA

Brett Leibfried
Brett Leibfried

Partner, CPA

Chris Iverson
Chris Iverson

Partner, CPA, CGMA

Diane Payne
Diane Payne

Partner, EA

Doug Gross
Doug Gross

Partner, CPA, CGMA

Frank Vinopal - Partner CPA
Frank Vinopal
Partner, CPA
Glen Erdman EA
Glen Erdman

Partner, EA

Greg-Patel
Greg Patel

Partner, CPA

Jason Khan, Partner
Jason Khan

Partner

John Lopez, CPA, CGMA Partner
John Lopez
Partner, CPA, CGMA
Kevin Block
Kevin Block
Partner, CPA
Kim Wegner
Kim Wegner
Partner, CPA, CVA, CGMA
Michelle Sainio, Partner, CPA
Michelle Sainio
Partner, CPA
Morgan Klemm CPA, CVA, CGMA
Morgan Klemm
Partner, CPA, CVA, CGMA
Ryan Weber CPA, CVA
Ryan Weber
Partner, CPA, CVA
Troy Hilyard
Troy Hilyard

Partner, CPA