Where your success is our success
At TriStar CPAs, we are dedicated to advancing your financial goals. As a coalition of certified public accountants (CPAs), we provide professional tax, accounting, consulting, and advisory services to support business clients and individuals as they make key financial decisions.
Our Mission
Our mission is to help small businesses and individuals organize, streamline processes, and brainstorm with a disciplined approach to managing financial details. We'll be your guides and mentors as we equip you to face marketplace challenges, prepare for retirement, and strive for your goals.
Expertise
Our team of experienced CPAs includes:
- Amy Phillips, CPA, Managing Partner, with a double major in Professional Accountancy and Business Management from Lipscomb University.
- Dumkele Anifowoshe, CPA, with a certification from the Institute of Chartered Accountants of Nigeria (ICAN) and a Bachelor's degree in Applied Physics from the University of Benin.
- Audrey Schumacher, CPA, with a Master's degree in Accounting from Western Governors University and a Bachelor's degree in Accounting from Lipscomb University.
Our Services
Our dedicated team provides an array of services, including:
Business Services
- Accounting expertise to safeguard a company's key assets
- Tax advisory services and tax preparation services to help minimize tax obligations
Tax Preparation
- Tax advisory services and tax preparation services available all year round
- Expert guidance on strategies to minimize tax obligations
Financial Planning
- Guidance on mapping out a path to achieving financial goals
- Expert advice on planning for major life events, starting a new business, or optimizing retirement savings
Retirement Planning
- Expert guidance on mapping out a retirement plan that works for you
- Help in determining how much money you'll have when you retire and how often and how much you'll draw once you retire
Get in Touch
Need help with tax preparation, financial planning, or retirement planning? We're here to guide you through the process. Contact us today to schedule a consultation with our expert team of CPAs.
Exceptional Customer Service
The reviewed accounting firm, TriStar, consistently receives high praise for their exceptional service and professionalism. Clients rave about the quick response times, thoroughness, and kindness of the staff. Amy Phillips, a prominent employee, is particularly praised for her exceptional skills, professionalism, and clear explanations.
Professionalism and Knowledge
The clients of TriStar highlight the team's expertise and vast knowledge in the field of taxation. They describe the staff as knowledgeable, professional, and courteous, making them feel at ease during the tax preparation process.
Efficient and Reliable
The reviewed firm is commended for its efficiency and reliability. Clients appreciate the prompt responses, thorough preparation, and careful handling of documents. This expertise ensures that clients feel comfortable and confident throughout the process.
Personalized Attention
Multiple clients remark on the personalized attention they receive from the staff. They acknowledge the effort the team puts into understanding their individual needs and tailoring their services accordingly.
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