About Us
Adam R. Ochoa, CPA, CFE
President and CEO
With nearly three decades of experience in accounting and forensic examination, Adam R. Ochoa, CPA, CFE, is a founding partner at The Practice Certified Public Accountants, Inc. Throughout his career, Adam has held key roles at leading firms, including positions as a senior manager and partner, gaining deep expertise in addressing complex tax and accounting challenges across various industries.
Adam began his career at Biggs & Co. CPA, where he honed his skills in accounting and auditing. He advanced to senior positions at Keith A. Shibou Accountancy Corporation and later joined Peterson Slater and Osborne Accountancy Corporation as a partner. In 2010, he co-founded The Practice, where he has since focused on forensic accounting, business valuations, and strategic consulting. His work spans fraud investigations, litigation support, and tax optimization, bringing clarity and precision to every engagement.
Adam is affiliated with professional organizations such as the American Institute of Certified Public Accountants, the Association of Certified Fraud Examiners, and the Forensic CPA Society. He is also a professional member of The National Association of Certified Valuations and Analysts (NACVA). As a qualified expert witness, he has consulted and provided expert testimony on more than 600 cases related to forensic accounting, economic damage, asset valuations and loss wages
His commitment also extends to the community, where he has held leadership roles, including Past Chairman of the Palm Desert Chamber of Commerce and Vice Chairman of the East Valley Tourist Development Authority, Chairman of Leadership Coachella Valley and Chairman of St. Theresa Catholic School.
Additionally, Adam has authored articles on Tax and Forensic topics for local and professional publications, sharing his insights and expertise. His extensive experience allows him to solve complex tax and accounting problems with confidence and clarity. Whether uncovering fraud, supporting litigation with expert testimony, or guiding clients through intricate tax strategies, he delivers reliable solutions that empower clients to make informed decisions and achieve their financial goals.
Caleb Margison, CPA
Senior Manager
Caleb earned dual Bachelor of Arts degrees in Administration with concentrations in Accounting and Finance from California State University of San Bernardino, graduating Cum Laude in 2021. He continued his academic pursuit with a Master of Science in Accountancy, completing the program in 2022. His professional credentials include the Certified Public Accountant (CPA) designation in 2024 and the Certified Fraud Examiner (CFE) certification in 2025.
Caleb launched his accounting career as a staff accountant intern at Wolf CPA in Redlands. After earning his master’s degree, he joined Godecke Clark as a staff accountant, where he quickly became a licensed CPA. In December 2024, he transitioned to The Practice CPA, where he has since expanded his expertise in forensic accounting and fraud examination.
Why Choose Us
Expertise Across Complex Financial Matters
Our team of seasoned professionals brings decades of combined experience in accounting, tax planning, forensic analysis, and business consulting. From navigating intricate tax regulations to uncovering financial discrepancies, we have the expertise to address even the most complex challenges. Our specialized knowledge ensures that you receive accurate, actionable solutions tailored to your unique needs.
Personalized Service and Strategic Guidance
We believe that every client’s situation is unique, and so are our solutions. We take the time to understand your financial goals, concerns, and specific circumstances. This personalized approach allows us to craft strategies that not only address immediate needs but also support your long-term success. With us, you receive dedicated attention and guidance every step of the way.
Commitment to Integrity and Transparency
Trust is the foundation of our client relationships. We prioritize honesty, integrity, and transparency in everything we do. Our clients can expect clear communication, thorough explanations, and ethical practices at all times. Whether you’re seeking tax advice, forensic accounting services, or business consulting, we operate with the highest standards to protect your interests and build lasting partnerships.