Your Trusted Business Advisors
Who We Are
We are the missing piece in your success!
From our base in Ocean City, Maryland, our team of experts provide a full range of tax and financial services. We deliver professionalism, integrity, quality, teamwork, caring, and friendliness to our clients.
We specialize in tax planning, preparation and consulting, financial review and management, business advising, bookkeeping, as well as assistance with accounting software including QuickBooks.
Mission Statement
CG Accounting Group, LLC is a premier accounting firm where increasing the profitability and net worth of our clients is our highest mission.
We are committed to being a leader in the development of services to resort area businesses and their owners. This commitment and expertise will create results surpassing our client’s expectations.
We pledge to provide quality service and personalized attention to each of our clients.
Our team approach provides our clients with a unique opportunity to develop and nurture their financial assets. Our team of experts possess a wide array of skills, knowledge and experience.
Professionalism
High standards, responsible, respectful, striving to exceed expectations
Integrity
Honest, ethical, accountable, confidential, objective
Quality
Excellence, consistency, value, knowledge
Team Work
Working together efficiently to maximize each team member’s strength
Community/Caring
Caring about the community we live in, family oriented, giving back
Friendly/Personable
Approachable, flexible, caring
Meet the Team
Phillip J. Cheung, CPA, CVA
Managing Member Tax & Consulting Services
- Over 25 years experience
- Working with small business clients
- Small business goal setting
- Creating strategies to meet goals
- Works with many accounting software packages
- Works with business in the restaurant, construction, retail and medical professional industries
- Experience in business valuations
- Experience in business coaching
- Participated in divorce expert witness
Education:
Bachelor of Science Degree in Accounting, Salisbury University, 1997
Professional Designations:
CPA, licensed in Maryland and Delaware
Accredited in Business Valuation
Accredited in Business Value Building
Professional and Civic Involvement:
Member of the American Institute of CPAs
Member of the Maryland Society of CPAs
Member of the Maryland Association of CPAs
Member of Greater Ocean City Chamber of Commerce Board of Directors
Member of Greater Ocean City Chamber of Commerce Executive Board of Directors
Suzan McElroy
Firm Administrator & Consultant
Suzie has over over thirty-five years as a full-charge bookkeeper to assist clients with business bookkeeping, payroll services and sales reporting.
She is also proficient in QuickBooks accounting, and handles our company internal bookkeeping responsibilities.
Tracey Adkins
SENIOR TAX ACCOUNTANT & CONSULTANT
Tracey has been working in the public accounting field since 1990. She has extensive experience in Corporate income tax, Individual income tax, Estate income tax, Accounting and consulting to help assist clients with their business and/or individual needs. In addition, she does QuickBooks consulting.
Education
- Salisbury State University-Bachelor of Science, Accounting, 1990
Professional Affiliations
- Associate Member- Maryland Association of Certified Public Accountants (MACPA)
- Member – Maryland Society of Accountants (MACPA)
Community Participation
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- Member- Stevenson United Methodist Church
Joseph E. Carrico
Alexis Million
Natalie S. Tunney
Community
The team members of GA are all active members of the community and volunteer or support for a variety of organizations.
What we can do for you
We provide individual tax preparation with the personalization that software packages can’t. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As a tax accounting firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.