Business Details
26 Years
experience
Trusted Tax Solutions for Businesses & Individuals
Cassidy CPA specializes in providing comprehensive tax accounting, planning, and advisory services for businesses, individuals, estates, trusts, and exempt organizations. Based in the Hilton Head Island/Bluffton area, our team of certified professionals partners with clients to optimize tax savings, financial health, and retirement strategies through entity structuring, compliance coordination, and ongoing education. With expertise in domestic and international business structuring, including LLCs, corporations, and trusts, we serve diverse industries such as medical practices, construction companies, real estate, and non-profits.Our team combines decades of experience in public accounting, legal practice, and specialized certifications to deliver tailored solutions. Christine E. Cassidy, founder and CPA with JD and LLM credentials, leads a multidisciplinary team that includes CPAs, enrolled agents, and bookkeeping professionals. We maintain affiliations with leading industry organizations like AICPA and the American Bar Association while actively contributing to our community through partnerships with local nonprofits. Our approach integrates technical excellence with personalized service to address complex financial needs across jurisdictions.
Services
Tax Accounting
Business Structuring
IRS Representation
Non-Profit Services
Estate Planning
International Tax Compliance
Bookkeeping
Retirement Planning
Details
- Year established: 2000
Highlights and features
- Our CPA team includes legal experts with IRS Tax Court certification
- Specialized experience serving medical practices and construction industries
- Certified QuickBooks ProAdvisor and Enrolled Agent professionals available
- Active community involvement through local nonprofit partnerships
- Continuing education focus on evolving international tax regulations
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Public Company Accounting Oversight Board
- South Carolina Association of CPAs
- State Bar of California
- American Bar Association
Services
Tax Accounting
Cassidy CPA provides comprehensive tax accounting services including return preparation, compliance, and strategic planning for businesses and individuals. Our team handles complex domestic and international tax situations while ensuring regulatory compliance. With expertise in multi-jurisdictional filings and specialized entities, we deliver accurate, timely solutions that optimize tax positions.
IRS Representation
Our IRS representation services include audit support, collections resolution, and Tax Court representation. Christine Cassidy's certification to practice before the U.S. Tax Court combined with decades of litigation experience ensures expert advocacy. We handle offers in compromise, lien resolutions, and compliance negotiations to protect client interests during tax disputes.
Business Structuring
We specialize in strategic business structuring for domestic and international entities. Services include LLC formation, corporate structuring, and asset protection planning. Our team evaluates tax implications, liability protection, and operational efficiency to create optimal business frameworks that support long-term financial goals and regulatory compliance.
Non-Profit Services
Cassidy CPA offers tailored services for non-profits including tax return preparation, compliance filings, and financial statement preparation. Our team includes specialists with AICPA Not-For-Profit Certificates who understand the unique requirements of exempt organizations. We support clients through state filings, grant compliance, and operational accounting needs.
Estate Planning
Our estate planning services encompass trust creation, inheritance strategies, and tax-efficient wealth transfer. We handle domestic and foreign trust formations, estate tax returns (Forms 706 & 1041), and beneficiary structuring. The team provides comprehensive planning to protect assets and ensure smooth intergenerational wealth transfer while minimizing tax liabilities.
People
Christine E. Cassidy
Owner
CPA, JD, LLM with 20+ years in tax law and accounting. Former KPMG CPA and public defender. Admitted to California Bar and U.S. Tax Court. Specializes in complex tax planning and business restructuring.
Nida Gataveckiene
Tax Manager
Licensed CPA and Enrolled Agent with 10+ years in tax compliance. Specializes in international taxation and non-profit organizations. Holds AICPA Not-For-Profit Certificate. Provides strategic tax planning for diverse entities.
Cheryl DeVoe
CPA Associate
30+ years experience in audit and tax services. Former Big Four firm professional. Specializes in medical practice accounting and estate tax planning. Active community volunteer with deep local connections.
Cathy Wallner
Senior Associate
25+ years tax and accounting experience with Deloitte background. Serves diverse clients including corporations and non-profits. Active community leader and board member of Riverview Charter School.
Anita Murphy
Bookkeeping Manager
16 years combined public/private accounting experience. Certified Payroll Professional with healthcare industry expertise. Pursuing CPA designation to better serve clients. Active in American Payroll Association.
Questions
What accounting services do you offer for international businesses?
We provide entity structuring, tax compliance, and reporting for foreign corporations and partnerships operating in the U.S., including FATCA reporting and cross-border investment planning.
How do you handle IRS audit representation?
Christine Cassidy, certified in U.S. Tax Court, leads our audit defense team. We handle all stages from initial contact through appeals and litigation if necessary.
Do you specialize in any particular industries?
We have deep expertise in medical practices, construction companies, real estate, and non-profit organizations, though we serve diverse business types across multiple sectors.
What bookkeeping solutions are available?
Our certified QuickBooks ProAdvisor team offers full-cycle bookkeeping, payroll processing, and financial reporting tailored to small and mid-sized businesses' specific needs.
How do you support non-profit organizations?
We provide specialized tax return preparation, state filings, and financial statement services. Our team includes AICPA-certified non-profit specialists with audit experience.
What estate planning services do you offer?
We create customized estate plans including trusts, wills, and tax-efficient wealth transfer strategies. Our services cover domestic and international estate tax compliance.
