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Expert Guidance to Maximize Savings and Compliance

Services

Business Consulting

Beyond taxes, Tina offers strategic business consulting to help clients improve financial efficiency, plan for growth, and make informed decisions. Unlike larger firms that may provide generic advice, she leverages decades of experience and a hands-on approach to deliver actionable insights tailored to your specific business needs. You get expertise, accessibility, and a real partner invested in your success.

Nonprofit Tax Services (Form 990 & Compliance)

Nonprofit organizations face strict reporting requirements and IRS scrutiny. Tina assists nonprofits with tax preparation, 990 filings, and financial compliance, helping to safeguard their mission and maintain good standing. Small CPA practices like hers provide the advantage of consistent, dedicated attention—you won’t get a rotating team of staff who barely know your organization. Tina knows your nonprofit inside and out.

Clergy Taxes

Clergy taxes have unique rules and exemptions that can be easily missed by accountants unfamiliar with ministerial finances. Tina’s expertise ensures that clergy clients are compliant while taking full advantage of allowable deductions and benefits. Her personalized approach gives clergy peace of mind—they have a CPA who understands the nuances of their work and is available to answer questions, rather than being shuffled through a large firm.

General Tax Return Preparation

Filing taxes can be stressful, but with Tina’s personalized approach, you’ll never feel like just another number in a large corporate system. Whether you’re an individual or a business owner, Tina ensures your returns are accurate, compliant, and optimized to reduce liability. As a small CPA practice, she can dedicate the time to review every detail, answer your questions, and explain complex tax concepts in plain language—something larger firms rarely provide.

Income Taxation (Individual/Business)

Tina specializes in both personal and business income taxation, helping clients navigate the ever-changing tax landscape. From maximizing deductions to minimizing liabilities, her goal is to save you money while ensuring compliance with state and federal regulations. With a small firm, you get a direct line to your CPA—no layers of assistants or automated systems—so your unique financial situation is understood and handled expertly.

Payroll Services

Managing payroll is more than just issuing paychecks—it’s about accuracy, compliance, and protecting your business from penalties. Tina provides comprehensive payroll services for small and medium-sized businesses, including reporting, wage tracking, and year-end filings. Choosing a smaller CPA means your business is treated personally, and she can tailor payroll solutions to fit your exact needs rather than applying a one-size-fits-all corporate template.

Tax Planning & Strategy

Effective tax planning isn’t just about filing—it’s about looking ahead. Tina works with clients throughout the year to develop proactive strategies that reduce liabilities, optimize cash flow, and prepare for financial goals. Her decades of experience allow her to identify opportunities that larger firms may overlook, and as a small, hands-on practice, she can dedicate the time to create strategies that are customized to your life or business.

Estate & Trust Taxes

Estate and trust taxation requires specialized knowledge to avoid costly mistakes. Tina provides expert guidance on preparing and filing these complex returns, ensuring compliance and maximizing tax efficiency for your heirs. Small, personalized service means she can walk you through every step, explain the implications of each decision, and provide the reassurance that comes from working directly with a trusted CPA rather than a faceless corporate team.

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