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Conrad A. May, CPA
Conrad A. May operates a CPA professional corporation, a structure sometimes used as the administrative backbone for discreet family office services.
Conrad A. May, CPA
Conrad A. May, CPA, P.C. is a professional corporation organized for the practice of public accounting. The entity structure, designated by the 'P.C.' suffix, indicates a licensed CPA practice owned by one or more licensed accounting professionals. The name suggests a founder-led firm built around the personal practice of Conrad A. May, a model typical among high-net-worth-focused tax practitioners who serve a concentrated client base. Firms of this type frequently provide integrated tax compliance, estate planning support, and financial reporting services. When serving families of significant wealth, the scope may include consolidated net-worth reporting, entity-level bookkeeping for holding companies and trusts, and coordination with estate attorneys. The professional corporation structure shields the practitioner from certain liabilities while maintaining the individual CPA license as the primary credential — this is distinct from a registered investment advisor, which would require separate registration and carry a fiduciary duty for investment management. The firm's service footprint and team size are not publicly disclosed. No separate investment advisory entity, family office service line, or wealth-management registration appears in standard regulatory databases. This suggests the practice operates as a traditional CPA firm, though proximity to concentrated wealth can blur lines when a trusted accountant assumes broader family-office-adjacent responsibilities informally. Structurally, the individual-professional-corporation model represents an alternative to institutional family offices. Where a multi-family office might employ a CFO, investment committee, and client-service team, a solo CPA-P.C. concentrates trust, institutional knowledge, and the continuity of the client relationship in a single named professional — a high-touch, low-visibility architecture that some families deliberately choose over a larger branded provider.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Conrad A. May
President
Frequently asked questions
Is Conrad A. May, CPA, P.C. a family office?
The firm is structured as a licensed CPA professional corporation, not a registered family office. However, in practice, some high-net-worth families use long-standing CPA relationships to handle consolidation of financial reporting, trust accounting, and tax coordination — functions that overlap with family office services without creating a separate regulated entity. Absent public disclosures, the extent to which Conrad A. May's practice serves this role is not verifiable.
What services does a CPA professional corporation typically offer to wealthy families?
A CPA P.C. can provide tax preparation and planning, estate and gift tax compliance, bookkeeping for trusts and holding entities, bill payment, and consolidated net-worth reporting. Unlike a registered investment advisor, a CPA does not manage investments or make asset-allocation decisions for a fee without additional registration. The P.C. structure limits the practitioner's personal liability for the professional acts of the firm.
How does a CPA P.C. differ structurally from a multi-family office?
A multi-family office typically offers integrated wealth management, investment advisory, estate planning, tax, and philanthropic services under one roof, with a team of professionals. A CPA P.C. is a single-licensee vehicle for accounting services. The CPA is bound by AICPA professional standards and state board rules, while an RIA is regulated by the SEC or state securities regulators. A family relying on a CPA P.C. for family-office-adjacent work is essentially outsourcing those functions to a trusted outside advisor rather than building internal infrastructure.
Does Conrad A. May manage investments or provide investment advice?
No public record indicates that Conrad A. May, CPA, P.C. holds investment-advisor registration or manages discretionary portfolios. In a pure CPA practice, investment advice may be limited to tax-impact analysis of proposed transactions or coordination with external money managers. If investment advice were provided, the firm would typically be required to register as an RIA or rely on an exemption.
What is the significance of the 'P.C.' designation?
'P.C.' denotes a professional corporation, a business entity form authorized by state law for licensed professionals such as CPAs, attorneys, and physicians. It allows the professional to incorporate their practice, providing certain liability protections while preserving the individual's professional liability for their own acts. The entity can only be owned by licensed members of the profession in most states.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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