Back to top

Ulysses A. Yates


U.A. joined SP&G as a partner in October 2015 when he merged in his accounting and tax practice. U.A. has more than 30 years of public and corporate accounting experience. He has been a business owner, a CFO, and a partner in a CPA firm. 

U.A. spent the first seven years of his professional career working for two large regional CPA firms, performing audits, reviews and compilations as well as tax return preparation. He then joined a former client, Printing Corporation of America, as their CFO and shareholder. After 600% growth over the next 10 years, he negotiated the sale to Consolidated Graphics (CGX), a publicly traded company out of Houston. U.A. joined CGX, and for the next 6 years served as the east coast director of financial operations, internal audit and business compliance, overseeing 17 printing companies on the east coast. Not wishing to relocate to Houston, he left CGX in 2006. At the request of a CPA friend, he served as the CFO for a large Contractor, assisting with a business turn-around.  

In 2008, he returned to public accounting and has been providing financial and accounting services to a wide variety of clients ever since.  

U.A. and his wife Liz live in the Hereford Zone. They have three grown children & two foster children. 


Experience -

·         Preparation of compilation, reviews & and audited financial statements for a variety of clients

·         Provide tax planning services for corporate and individual clients

·         Preparation of corporate, partnership, individual and fiduciary income tax returns

·         Preparation of business valuations for business transactions and estate purposes

·         Consultation and analysis of potential business acquisitions or sales

·         General business consulting


Education and Professional Organizations -

·         Bachelors Degree from Towson University

·         Graduate MBA Courses: University of Baltimore

·         Certified Public Accountant (CPA)

·         Chartered Global Management Accountant (CGMA)

·         American Institute of Certified Public Accountants, Member

·         Maryland Association of Certified Public Accountants, Member

·         Maryland Society of Accounting & Tax Professionals, Member

·         Hunt Valley Church, Treasurer