Ori Epstein

Ori Epstein is a Tax Partner at Aprio, a professional services firm based in Atlanta, Georgia.1 He specializes in serving technology, bioscience, and international clients.2 With over 20 years of experience at Aprio, Epstein has progressed through various roles within the company, starting as a Staff Accountant in 2004 and eventually becoming a Partner in 2017.2

Professional Background

Epstein's expertise lies in helping technology companies navigate growth and financial challenges. He works primarily with C-level executives of technology companies, particularly in healthcare IT, pharma, medical devices, and bioscience sectors.1 His focus is on early-stage startups seeking investment or preparing for business sales.

Areas of Expertise

Epstein offers a range of services, including:

• Innovative corporate and partnership tax strategies
• Equity incentive planning for talent attraction and retention
• Cash flow and profitability improvement through tax incentives and R&D tax credits
• State and local sales tax risk management
• Capital raise preparation and business sale navigation1

Education and Qualifications

• Master's in Accounting from the University of Georgia's Terry College of Business
• Bachelor of Business Administration in Accounting from the University of Georgia
• Certified Public Accountant (CPA)12

Personal Interests

Outside of work, Epstein is a family-oriented individual with three children. He enjoys traveling, with Spain being a favorite destination.1 Interestingly, he was the president of his senior class in high school and continues to organize reunions every decade.1

Professional Reputation

Clients appreciate Epstein for his patience, sense of humor, and ability to explain complex accounting and tax concepts in simple terms.1 His experience in creating innovative strategies for technology businesses of all sizes has allowed him to deliver quantifiable results for his clients.