Kenneth P. Alevras, CPA Inc.

As a CPA-led practice, the firm is structured to coordinate investment decisions with tax compliance and planning. Alevras, as the named principal, holds the professional certification that gives him direct visibility into a client's full tax return, enabling tax-alpha strategies such as tax-loss harvesting, entity structuring for pass-through income, and charitable remainder trust optimization. This integration is the primary advantage of a CPA-led advisory model over a standalone asset manager, as decisions are made with an immediate understanding of marginal tax brackets, estate tax thresholds, and realized-gain consequences.

The public record does not confirm a separate RIA registration for Kenneth P. Alevras, CPA Inc. Many CPA firms provide investment advice under the Accountant's exemption or through a related RIA entity. Without a public Form ADV or website disclosure, the exact regulatory posture is not verifiable, though the professional corporation structure is built for a licensed CPA practice rather than a pure asset-management firm.

Kenneth P. Alevras is the named principal and licensed CPA behind the incorporated professional practice. The firm structure indicates he operates with the personal liability protection of a professional corporation. His client base is not publicly disclosed, but sole-practitioner CPAs often serve business owners, executives, and multi-generational families concentrated within a single metropolitan region.

CPA-led practices of this scale generally do not operate dedicated private-investment vehicles. Any exposure to private assets — such as real estate, private equity, or venture capital — is typically structured through client-by-client contributions to externally sponsored partnerships or direct purchases of property. The firm is positioned more as a gatekeeper and tax advisor for such transactions rather than a fund sponsor.

A precise location is not publicly available. The incorporation structure and the absence of a national brand suggest the firm serves a geographic cluster of clients, almost certainly within a single US metropolitan area. This hyper-local orientation is consistent with sole-practitioner CPAs who depend on community referrals and long-standing personal relationships.