Business Details
32 Years
experience
Your Trusted Partner for Accounting & Tax Services in Athens, GA
Founded in 1994, Trinity Accounting Group is a full-service CPA firm headquartered in Athens, Georgia, serving clients nationwide. Our team of certified professionals combines technical expertise with a personalized approach to deliver accounting, auditing, tax, and consulting services tailored to each client's unique needs. With decades of collective experience, we prioritize building long-term relationships while maintaining the rigorous standards of a large firm. Our services extend beyond traditional accounting to include strategic business consulting, mergers and acquisitions support, and specialized tax planning. We serve diverse industries, including nonprofit organizations and professional service firms, emphasizing transparency and client collaboration.Our commitment to excellence has earned recognition from clients and industry peers alike. As active members of the Athens community, we integrate local insights with national capabilities to address complex financial challenges. Our structure ensures direct access to senior professionals, fostering accountability and consistent service quality. We invest in continuous professional development to stay ahead of evolving accounting standards and regulatory requirements. For over 30 years, our mission has remained unchanged: to provide actionable financial insights that empower businesses to achieve sustainable growth.
Services
Assurance Services
Tax Planning
Business Consulting
Mergers & Acquisitions
Valuations
Litigation Support
Corporate Finance
QuickBooks Consulting
HR Consulting
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of experience in certified public accounting services.
- Our team includes Certified Valuation Analysts for specialized financial assessments.
- We provide industry-specific solutions for nonprofit organizations and professional services firms.
- Our local expertise combines with national service capabilities.
- We maintain direct client access to senior-level accounting professionals.
Associations and certifications
- CPA
- CVA
Services
Assurance Services
Our assurance services provide accurate financial statements and compliance assessments tailored to business needs. We specialize in reviews, compilations, and agreed-upon procedures for nonprofits and professional service firms. Our CPAs deliver insights that enhance financial transparency and support strategic decision-making.
Tax Services
We offer comprehensive tax solutions including return preparation, estate planning, and state tax compliance. Our team develops customized strategies to optimize tax positions for individuals and businesses. Specialized services include nonprofit tax filings and credit optimization for diverse industries.
Business Consulting
Our consulting services cover mergers and acquisitions, corporate finance, and litigation support. Certified professionals provide valuation analysis and strategic planning to help businesses navigate complex transactions. We focus on delivering practical solutions that align with long-term organizational goals.
Client Accounting
We provide outsourced accounting solutions including payroll, accounts payable/receivable, and month-end reporting. Our services support small to mid-sized businesses with QuickBooks consulting and CFO-level advisory. This helps clients reduce operational costs while maintaining financial accuracy.
Valuations
Certified valuation analysts deliver precise business valuations for mergers, legal proceedings, and succession planning. Our approach combines industry expertise with rigorous analysis to determine accurate business worth. Services include detailed reporting and expert testimony when required.
People
Robert L. Bachman
Shareholder
With extensive experience in public accounting, Robert provides strategic guidance for business clients. He specializes in tax planning and compliance for professional service firms and nonprofits.
Dustin J. David
Shareholder
Dustin focuses on assurance services and business consulting. He brings expertise in financial reporting standards and serves as a trusted advisor for growth-oriented organizations.
Sharon M. Elliott
Shareholder
Sharon specializes in tax services and business advisory for nonprofits. Her 25+ years of experience help clients navigate complex regulatory environments while optimizing financial performance.
Alan J. Zielinski
Shareholder
Alan leads valuation and litigation support services. As a Certified Valuation Analyst, he provides expert analysis for business transactions and legal proceedings.
Lorinda Crane
Firm Administrator
Lorinda oversees daily operations and client services coordination. Her administrative leadership ensures efficient delivery of accounting and consulting services to all clients.
Questions
What accounting services do you offer?
We provide assurance services, tax planning, business consulting, valuations, and outsourced accounting. Our CPAs specialize in serving nonprofits and professional service firms.
Do you serve businesses outside Athens?
Yes, while based in Athens, Georgia, we serve clients nationwide with both in-person and virtual accounting solutions.
What industries do you specialize in?
We focus on nonprofit organizations and professional service firms, though we serve diverse industries with customized financial solutions.
How do you handle complex tax situations?
Our team includes Certified Valuation Analysts who provide specialized tax planning for estates, mergers, and complex business structures.
Can you assist with business valuations?
Yes, we offer certified business valuations for mergers, acquisitions, and legal proceedings using industry-standard methodologies.
