Business Details
32 Years
experience
Trinity Accounting Group: Trusted CPA Services in Athens, GA
Trinity Accounting Group is a full-service CPA firm headquartered in Athens, Georgia, serving clients nationwide since 1994. Our firm combines the technical expertise of a large accounting practice with the personalized service of a local business, offering auditing, tax preparation, consulting, and advisory services tailored to each client's unique needs. With decades of collective experience, our team of certified professionals prioritizes transparency, technical excellence, and community engagement. We specialize in serving nonprofit organizations, professional service firms, and small-to-medium businesses, delivering customized financial solutions that drive long-term success.Our commitment to continuous learning ensures clients receive up-to-date guidance on complex accounting standards and tax regulations. By maintaining deep local roots while embracing national reach, we build lasting partnerships grounded in trust and mutual growth. This balanced approach enables us to provide strategic insights that extend beyond traditional accounting services, positioning our clients for sustained financial health.
Services
Assurance Services
Tax Preparation
Client Accounting
Business Consulting
Valuation Services
Details
- Year established: 1994
Highlights and features
- We combine local expertise with national-level technical capabilities
- Our team includes Certified Public Accountants and Certified Valuation Analysts
- Personalized service model ensures direct access to senior professionals
- Specialized experience serving nonprofits and professional service firms
- Proven track record since 1994 in delivering strategic financial solutions
Associations and certifications
- Certified Public Accountants (CPA)
- Certified Valuation Analysts (CVA)
Services
Assurance Services
Our Assurance Services provide comprehensive financial statement reviews and audits tailored to nonprofit organizations and professional service firms. We deliver accurate reporting, compliance verification, and risk assessment through customized engagement approaches. Our CPA-certified team ensures financial transparency while offering strategic insights for organizational growth.
Tax Services
We offer complete tax preparation and planning solutions for individuals, businesses, trusts, and estates. Our services include year-end tax consulting, entity structure optimization, and state/local tax compliance. Certified professionals specialize in nonprofit tax returns and complex regulatory filings, ensuring maximum tax efficiency while maintaining full compliance with evolving regulations.
Client Accounting
Our Client Accounting Services support small-to-medium businesses with payroll processing, accounts payable/receivable management, and QuickBooks consulting. We provide scalable solutions including month-end closing support, cash flow management, and HR advisory services. This tailored approach helps businesses maintain accurate financial records while reducing operational costs.
Business Consulting
We deliver strategic business consulting through merger/acquisition advisory, valuation services, and corporate finance solutions. Our team assists with due diligence, financial analysis, and debt structuring while providing litigation support for business disputes. This comprehensive advisory approach helps organizations navigate complex financial decisions with confidence.
Valuation Services
Our certified valuation analysts provide accurate business valuations for mergers, acquisitions, and legal proceedings. Services include forensic analysis, litigation support, and strategic planning guidance. We combine technical expertise with industry-specific insights to deliver defensible valuations that support critical business decisions.
People
Robert L. Bachman
Shareholder
With decades of experience, Robert L. Bachman provides strategic leadership in accounting and business consulting. His expertise spans financial reporting, tax compliance, and organizational growth strategies for nonprofit and professional service organizations.
Dustin J. David
Shareholder
Dustin J. David specializes in assurance services and tax planning for complex organizations. He brings technical expertise in accounting standards and regulatory compliance, focusing on delivering tailored solutions for nonprofit entities and professional firms.
Sharon M. Elliott
Shareholder
Sharon M. Elliott offers specialized tax consulting and business advisory services. Her experience includes strategic tax planning, entity structuring, and financial analysis to optimize organizational performance while maintaining compliance.
Alan J. Zielinski
Shareholder
Alan J. Zielinski provides valuation expertise and corporate finance solutions. Certified in valuation analysis, he assists businesses with merger/acquisition strategies, litigation support, and long-term financial planning to drive sustainable growth.
Lorinda Crane
Firm Administrator
Lorinda Crane manages firm operations and client services coordination. With extensive experience in accounting practice management, she ensures efficient service delivery and client relationship maintenance across all service lines.
Questions
What accounting services does Trinity offer?
We provide auditing, tax preparation, financial reporting, business consulting, and valuation services tailored to nonprofits, professional firms, and businesses of all sizes.
Do you serve businesses outside Athens, GA?
Yes, while based in Athens, we serve clients nationwide through our combination of local expertise and national service capabilities.
What industries do you specialize in?
We specialize in serving nonprofit organizations and professional service firms, with extensive experience across various business sectors.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPA) and Certified Valuation Analysts (CVA) with specialized expertise in multiple accounting disciplines.
What makes Trinity different from other accounting firms?
We combine the technical resources of a large firm with personalized service, maintaining direct client relationships while delivering national-level expertise.