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
Tax preparation and planning for businesses, individuals, and nonprofits. We look ahead, not just back at last year.
Bookkeeping
Monthly bookkeeping and reconciliations, so you always know where your business stands.
Controller & CFO Services
Forecasting, reporting, and financial strategy for growing companies, on a part time basis.
Who We Serve
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 checks a past return for missed deductions, credits, and errors.
Why Trail CPA
Decades of combined experience across tax, accounting, and CFO advisory
Licensed CPAs and Enrolled Agents 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
Ready to take the next step?
A short intro call is the easiest way to see if we’re a good fit.