Merle Shefstad, CPA
Merle earned his BS in accounting from Southern Methodist University and his MBA from the University of North Texas. He earned his CPA designation in 1981. During his 30 plus year accounting career Merle has worked for then “Big 8” CPA firm of Arthur Young. Another interesting employer was working as accounting supervisor for the Ross Perot Family and doing all their personal tax work
In addition, Merle has served in various controllership and CFO positions for companies involved with real estate holdings, petroleum equipment and services and related industries. For the last 12 years he worked as a tax senior manager for local public accounting firms. Merle has been working with Tom and Randy since 1999.
Merle takes a lead role in the training of RMA tax staff and is our resident “guru” regarding non-profit organizations. Every year Merle speaks to nonprofit organizations about tax issues. He is also very involved in assisting new nonprofit organizations in obtaining their 501 3 c status. Merle manages tax services for individuals, corporations, trusts and estates. Merle is also our “specialist” in state tax reporting so he is an excellent resource for the Texas gross margin tax, and any other state tax issues.