Steve Whiteaker, CPA

Steve is a CPA and has over 35 years of experience in federal taxation, 32 of which was spent with the Internal Revenue Service. As an IRS Executive, Steve was Director Field Operations in the former Heavy Manufacturing and Transportation industry, Field Specialists East, Director of Engineering, and Director Field Operations, Great Lakes before retiring in late 2016.

Howard A. Lewis, M.A., M.S., CBA, CVA, ABAR

Howard is the former Executive Director of the Institute of Business Appraisers. Howard has extensive experience in the business valuation profession, both in top-level government leadership and private sector association management. 
    
   

 

Dorothy A. Taylor, BCA

On December 31, 2013, Dorothy retired from IRS Large Business & International (LB&I) Division's Engineering Program after a distinguished 30 year career of ever increasing impact and authority. Throughout career demonstrated success in delivering business results through exemplary leadership, technical expertise, application of tax laws, effective communication and a strong work ethic.

How We Work


We will meet with you in person or by conference call to discuss your needs. We will prepare an engagement letter to summarize our project services, milestones, deliverable products, and fees.


We can operate on a fixed price or hourly basis, depending on the level and nature of required services.

What We Do


We will review your Engineering studies and valuation reports to identify and evaluate high risk areas and offer solutions and strategies. 


We will also assist you in meetings with the IRS and other taxing agencies to help you resolve your tax issues.

Call Us: [561-573-9190]

Ron Cerruti, MBA, RPF#1983, B.S.

Ron was responsible for all IRS engineering, real property appraisal, and business valuation work in the Western United States. Ron was one of the original re-designers of the IRS Engineering and Valuation program. Ron was a member of the IRS Conservation Easement Issue Management Team. He has instructed at four National Land Trust Alliance Rallies and presented at professional conferences sponsored by the Appraisal Institute, ASA, ASFMRA, California Bar Association and others.

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