Your Financial Path Forward, Backed by Real Expertise
Trail CPA partners with businesses and individuals to handle the numbers — so you can focus on what you do best. From tax strategy to full-service bookkeeping to outsourced CFO support, we give you the clarity and proactive insight to make confident financial decisions, year-round.
What We Do
Tax Services
Comprehensive, high-accuracy tax preparation and strategy for businesses, individuals, and nonprofits. We don't just file — we plan ahead to minimize your liability and keep you compliant all year long.
Bookkeeping
Reliable, scalable bookkeeping and reconciliations that keep your books clean, timely, and audit-ready — without the cost of a full-time hire.
Controller & CFO Services
Strategic financial leadership — forecasting, reporting, and business valuations — that gives growing companies the insight of an experienced CPA without the overhead of a full-time executive.
Who We Serve
Trail CPA works with:
Small business owners
1099 contractors & gig-economy professionals
Employees with stock-based compensation (RSUs, ESPP, stock options)
Real estate investors, landlords, and brokers
Wherever you are in your financial journey, we tailor our approach to your situation.
Not Sure Your Last Return Was Done Right?
Our Second Opinion Tax Return Review gives you a detailed, CPA-level look at a previously filed return — whether it was done by you, a discount tax service, or another accountant. Find out if you missed deductions or credits, and file with confidence next time.
Why Trail CPA
Decades of combined experience across tax, accounting, and CFO advisory
Licensed CPAs and EAs you can trust with complex, high-stakes decisions
Four office locations — Kirkland, WA · Crystal Lake, IL · Peoria, AZ · Pittsburgh, PA — serving clients nationwide
Proactive, year-round guidance, not just a once-a-year filing relationship