Ori Epstein, CPA   

Tax Partner at Aprio, Technology Growth Advisor, Capital Raise Preparation, M&A Advisor, Stock Option Consultant


Ori Epstein

Who I work with

I work with C-level executives of technology companies, specifically in healthcare IT, pharma, medical devices and bioscience. Most of my clients are early-stage startups seeking investment or preparing to sell their businesses. If you are looking for assistance with getting your books investor-ready or need creative ways to get more cash into your business to increase your value to potential investors, let’s talk.

My specialty

I help technology companies successfully navigate growth. I provide innovative corporate and partnership tax strategies that support profitability. I can help you select the right equity incentives to attract and retain talent. I can help you increase cash flow and profitability through tax incentives and R&D tax credits. I can take the worry out of managing state and local sales tax risks, and I can help you prepare to raise capital and navigate the sale of your business.

Successful Person. Portrait of confident smiling bearded businessman sitting leaning on desk in office, posing with folded arms and looking at camera, colleagues working in blurred background

Results I have delivered

Having served technology businesses of all sizes, my team and I offer a wealth of experience creating innovative strategies that deliver quantifiable results.

Unique things about me

I was the president of my senior class, and I plan the reunions every 10 years. We just celebrated our 20-year reunion. We organized a $7,500 budget to get that off the ground and had a great turnout!

class reunion

When I am not at work

I have three kids who I love spending time with. We like to travel and our favorite destination to date is Spain. We can’t wait to travel again.

People say I am

Clients appreciate my patience, sense of humor and ability to explain complex accounting and tax concepts in simple terms.


Patient and funny



I earned my Master’s in Accounting and my Bachelor of Business Administration in Accounting from the University of Georgia’s Terry College of Business.