Trailside CPA brings you the best of both worlds, combining yesterday's personal service with today's modern accounting technology. We're a different kind of accounting firm. We pride ourselves on our ability to support our clients in a highly personal and collaborative way.
Think of us as an extension of your team, guiding you through the challenges you face and providing you with insightful information in practical, easy-to-understand terms so you can make the most informed financial decisions possible.Our mission is simple. We want to put the personal aspect back into a profession that has turned largely into transactions.
Think of us as an extension of your team, guiding you through the challenges you face and providing you with insightful information in practical, easy-to-understand terms so you can make the most informed financial decisions possible.Our mission is simple. We want to put the personal aspect back into a profession that has turned largely into transactions.
Services
At Trailside CPA, we believe that the best way to deliver real results for our clients is by collaborating closely with them and by crafting a plan that's built on proactive planning, strategic thinking and clearly defined objectives. Whether we're helping you with your personal taxes or your business accounting needs, our goal is the same: to empower you in your decision-making and help you achieve financial success.
Is your business growing? Are you struggling to work on the business, not in it? Could you benefit from the expertise and experience of a CFO - someone who can guide you and strategize with you to improve your financial processes and enhance your bottom line? If so, you're not alone. Striking the right balance between running the business and managing its growth is a common challenge for small business owners everywhere.
When it comes to tax planning and tax preparation strategies, our goal is simple: to help you minimize tax liabilities, while maximizing wealth. We believe that tax planning and tax preparation go hand-in-hand, so we start looking for ways to help you save money the moment we start working together.
Utility companies face a unique set of challenges today, everything from regulatory oversight to political pressure to environmental government mandates. There's also the delicate art of ratemaking, meeting ratepayer and lender demands, and addressing aging assets, not to mention the everyday challenges of overseeing operations and managing personnel.
There was a time when accounting firms were more focused on relationships than transactions, when face-to-face meetings didn't require special circumstances and accountants understood their clients' business almost as well as the clients themselves. This time is alive and well at Trailside CPA.
As a boutique accounting firm, we proudly harken back to a time when personal service was the standard, while also leveraging today's most advanced accounting technologies to help our clients become smarter, faster and savvier than their competition.Our commitment to personal service and close collaboration extends to our service offerings as well.
As a boutique accounting firm, we proudly harken back to a time when personal service was the standard, while also leveraging today's most advanced accounting technologies to help our clients become smarter, faster and savvier than their competition.Our commitment to personal service and close collaboration extends to our service offerings as well.
Reviews (9)
Dava Peterson
Jun 06, 2021
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Alex Rankin did not return any of my numerous phone calls, emails, or FB messages after I dropped my taxes off to her in April. I also stopped at her office multiple times to see her vehicle sitting out front but to find the door locked and no answer when I knocked. After having left multiple messages with all of my contact information and never hearing back from her I finally resorted to threatening legal action in an attempt to just get my tax information back from her so it could be filed. Every attempted correspondence with her is saved and documented. When I finally heard back from her she
David Trimble
May 03, 2021
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One star is too much credit. Avoid this individual. She is unprofessional and has no inclination to assist her clients. Customer service is a foreign concept to her. Read the other reviews, it's NEVER her fault. We chose to take our taxes elsewhere with 3 weeks to filing deadline to avoid another minute of working with her. Sound like someone you want to entrust your finances to?
Michelle Wickiser
Apr 27, 2021
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Positive: Professionalism, Responsiveness
Impressed with the efficient online system to schedule my initial consult with Alex. Appreciated her professional manner as well as clarity to discuss income, taxes, projections etc. It means a lot to someone that gets stressed with anything math related! Highly recommend & great location.
Impressed with the efficient online system to schedule my initial consult with Alex. Appreciated her professional manner as well as clarity to discuss income, taxes, projections etc. It means a lot to someone that gets stressed with anything math related! Highly recommend & great location.
Cory Starcher
Apr 03, 2021
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Couldn’t get her to call back or respond to email, made promises to have work done by certain dates and never delivered, and then lied about working on the tasks. Had access and never even logged in for a year ( yes I can see when you log in to our quick books ). Had the documents needed for a VERY LONG TIME, not February as she is lying about. BEWARE! SHE WILL LIE TO YOU TOO!
Stephan Schnaiter
Mar 07, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Alex has helped me both with tax filing for my personal and my business, but also has given me excellent advice about tax planning and business structure. She brings an amazing personality and sense of humor to the process as well. I highly recommend Trailside CPA.
Alex has helped me both with tax filing for my personal and my business, but also has given me excellent advice about tax planning and business structure. She brings an amazing personality and sense of humor to the process as well. I highly recommend Trailside CPA.
Adam
Mar 04, 2021
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Alex is by far the best CPA I have ever worked with. Having spent many years in the commercial banking world, I have interacted with many CPA’s. Many do great work, but are not personable. Alex has a great communication style and really takes the time to get to know her clients. Trailside takes care of my personal and business taxes thoroughly and efficiently. I can’t recommend her enough. If you work with her one time, she will be the very last CPA you ever go to!
Wet Knot Farms
Feb 19, 2021
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Geoffrey Fryer
Jan 19, 2021
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Mariel Harding
Jan 15, 2021
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Trailside CPA has helped myself and my husband with our taxes for the past couple of years. Their attention to detail and expert knowledge has saved us much more than any tax preparation we’ve used in the past. And helped file our taxes efficiently and with less stress.
We really are grateful to have found such a trustworthy and wonderful CPA! Would highly recommend their services to anyone I know.
We really are grateful to have found such a trustworthy and wonderful CPA! Would highly recommend their services to anyone I know.