Cassidy CPA

Business Details

Trusted Accounting Services Hilton Head Island

At Cassidy CPA, we specialize in delivering comprehensive tax, accounting, and advisory services tailored to businesses, individuals, estates and trusts, and exempt organizations. Founded in the Hilton Head Island/Bluffton area, our team of certified professionals serves clients locally, nationally, and internationally. With expertise in tax preparation, business accounting, nonprofit services, IRS representation, and strategic consulting, we prioritize personalized solutions to meet diverse client needs. Our focus on continuous education ensures we stay current with the latest planning techniques and regulatory changes, enabling us to provide forward-thinking guidance. We are committed to simplifying financial compliance, optimizing cash flow, and supporting long-term growth through strategic entity structuring and retirement planning.

Our teams certifications, including CPA, JD, and LLM credentials, underscore our dedication to excellence. We serve a broad range of industries, from healthcare and retail to hospitality and nonprofit sectors, helping clients navigate complex financial landscapes with confidence. Community engagement remains central to our mission, as reflected in our partnerships with organizations like the Hilton Head Humane Association and the Community Foundation of the Lowcountry. By combining technical expertise with a client-centric approach, we aim to be a trusted partner in achieving financial success for every client we serve.

Services

Tax Preparation & Planning Business Accounting & Advisory Nonprofit Services IRS Representation Strategic Consulting Estate & Trust Planning

Highlights and features

Our team includes CPAs, attorneys, and tax specialists with expertise in complex financial planning.
We serve clients globally, from local businesses to international corporations.
Certified IRS representation for audits, collections, and tax disputes.
Tailored advisory services for diverse industries including healthcare and nonprofit sectors.
Active community engagement and partnerships with local organizations.

Associations and certifications

American Institute of CPAs
Public Company Accounting Oversight Board
American Bar Association
South Carolina Association of CPAs

Website

Update Listing

Services

Tax Preparation & Planning

We offer comprehensive tax preparation and planning for individuals, businesses, estates, and trusts. Our team minimizes liabilities, maximizes cash flow, ensures compliance, and creates personalized strategies to meet each clients financial goals, supporting both short-term needs and long-term success.

Business Accounting & Advisory

Our business accounting and advisory services include bookkeeping, payroll, financial statements, and strategic guidance. We help businesses streamline operations, improve efficiency, stay compliant, and make informed decisions to ensure growth and profitability while meeting long-term operational goals.

IRS Representation

Certified to represent clients before the IRS and U.S. Tax Court, we assist with audits, collections, settlements, lien resolutions, and prior-year returns. Our team ensures compliance, protects client interests, and resolves disputes efficiently and professionally, providing clear guidance throughout the process.

Strategic Consulting

We provide advisory services including entity structuring, retirement planning, investment guidance, and management consulting. Our experts help clients make informed financial decisions, optimize operations, plan strategically, and achieve long-term goals with customized recommendations tailored to their unique circumstances.

Nonprofit Services

Our nonprofit services include tax preparation, state filings, financial reporting, and bookkeeping. We ensure accurate reporting, compliance, and proper fund management, allowing organizations to focus on their mission while receiving guidance to maximize resources and support sustainable impact.

People

Christine E. Cassidy

Principal

Christine E. Cassidy is a CPA, JD, and LLM-certified principal at Cassidy CPA. She specializes in tax law and strategic financial planning, providing expert guidance to businesses, nonprofits, and individuals globally.

Nida Gataveckiene

Tax Manager

Nida Gataveckiene is a CPA and Tax Manager with expertise in international tax compliance and reporting. She assists clients with cross-border transactions, ensuring adherence to U.S. and foreign tax regulations while optimizing financial strategies.

Cheryl DeVoe

Senior Tax Accountant

Cheryl DeVoe, a CPA and Senior Tax Accountant, specializes in individual and business tax planning. She focuses on minimizing liabilities and maximizing returns through strategic tax-saving initiatives, supporting clients in achieving long-term financial success.

Questions

What services does Cassidy Advisors and Accountants offer?

We provide tax preparation, accounting, IRS representation, strategic consulting, and nonprofit services tailored to businesses, individuals, estates, and trusts.

Do you serve clients outside the Hilton Head Island area?

Yes, we serve clients nationally and internationally, offering customized financial solutions for domestic and foreign entities.

Can you assist with IRS audits or disputes?

Yes, Christine Cassidy is certified to represent clients before the IRS and U.S. Tax Court, handling audits, collections, and lien resolutions professionally.

What industries do you specialize in?

We support healthcare, hospitality, retail, nonprofits, and membership organizations, providing industry-specific accounting and advisory services to optimize financial outcomes.

Reviews (4)

Write a Review

Eileen McHenry

May 25, 2022 Report

My husband and I worked with Nida Gataveckienne, CPA. Her work was outstanding and our return was relatively complex. At our follow up visit, our return presentation was very clear and easy to follow! We are confident in Cassidy CPA, and look forward to a long working relationship.

Christopher Gettings

Mar 22, 2021 Report

She was so helpful with assisting me with my capital gains from the sale of a property and my exposure to any possible taxes upon them. I highly recommend for your SC tax service needs!

Elizabeth Ludwig

Feb 17, 2021 Report

This was my first year doing my own taxes and my mom recommended Cassidy CPA. I had lived in two states and was unemployed for half the year along with trying to start a business in my home, so my taxes were not an easy task. Throughout the process they were extremely responsive, professional and knowledgeable along with compassion for helping me. Considering all the work that had to go into my taxes, I was charged a very reasonable price! Cannot recommend them enough!

Melanie Ludwig

Dec 04, 2018 Report

I have managed and owned many businesses in different from NY to SC. This firm is by far the most professional, organized and caring accounting company that I have had the pleasure to work with. From tax planning to taking advantage of the tax laws to minimize the burden of heavy taxation. Chris Cassidy is fantastic.