Charitable Tax Experts

Tax Strategy
Designed for Generosity.

The Donor’s CPA exists to deliver expert tax strategy and accounting services that maximize savings and empower generosity.

Generosity shouldn’t
come with uncertainty.

Too many donors navigate unclear tax rules, disconnected advisors, missed deductions, and a lack of long-term strategy. Generosity shouldn’t come with uncertainty. We bring clarity, structure, and confidence to every decision.

Tax Strategy Partners

Finally, a clear
path forward.

Our services bring structure, calmness, and clarity to every part of your financial life. With proactive planning, thorough compliance, and thoughtful guidance, you can move through tax decisions without second-guessing or stress. We help you replace overwhelm with confidence, confusion with understanding, and uncertainty with peace — so your generosity can grow on a foundation that feels steady, secure, and unmistakably clear.

CHESS

Strategic Tax Planning

Year-round guidance built to optimize short and long term tax efficiency.

BOOK

Bookkeeping Services

Bookkeeping designed to maintain tax ready books and provide financial clarity.

INSURANCE

Income Tax Compliance

Thorough and proactive tax return filing for individuals and businesses.

Find What Your
Return Missed.
Get A Free Second Look.

Most taxpayers leave value on the table without realizing it. Our complimentary Tax Savings Second Look examines your past tax returns missed tax savings, structural flaws, and opportunities to improve your overall tax efficiency. No pressure. No commitment. Just clarity you can act on.

Intentional Tax Planning

Accounting You Can Trust.
Impact You Can Measure.

We understand the heart behind your giving and our mission is to make sure your strategy honors that. Our clients rely on us for expert guidance that maximizes impact while respecting the intention behind every gift.

Who We Serve

A smiling woman with dark hair wearing a beige cardigan working at a clean desk, talking on her mobile phone and writing in a notebook.

Intentional Givers

You give with intention — guided by your goals, your values, and your desire to make every gift count. But tax rules can feel overwhelming, and you want confidence that your generosity is optimized, compliant, and aligned with what matters most. You’re looking for a partner who helps your giving work smarter and with greater impact.

A smiling, multi-generational family of six sitting close together on an outdoor bench, including two grandparents, two parents, a young girl, and a young boy.

Legacy Builders

You’re thinking long-term. Your generosity is part of a bigger plan, whether it’s family, foundations, or charitable funds. You want confidence that every gift aligns with your values and grows your impact over time, without unnecessary complexity or missed opportunities.

A smiling young Hispanic male barber or hairdresser standing with arms crossed in a salon, wearing a dark apron and black gloves, with salon equipment in the blurred background.

Business Owners

Running a business leaves little time for navigating tax rules or optimizing how you give. We help you simplify your financial picture, reduce overwhelm, and make confident, tax-smart decisions that support both your company and your generosity with clarity and purpose.

A smiling mature businesswoman standing in an office, holding a coffee cup and looking at her smartphone during a meeting with blurred colleagues in the background.

Busy Professionals & Entrepreneurs

Whether an employee or an entrepreneur, you juggle a full life — career, family, and countless commitments. Giving matters to you, but tax strategy often gets lost in the shuffle. You want clear, reliable guidance that optimizes your generosity without adding to your workload.

Client Testimonials

Articles

Insights for Smarter Giving

A stack of $100 United States dollar bills held by a binder clip, resting on an official U.S. Individual Income Tax Return Form 1040.

Charitable Tax Update from The Donor’s CPA

New charitable giving rules take effect in 2026, changing deductions for both itemizers and non-itemizers. Learn how strategies like bunching donations, donor-advised funds, appreciated asset gifts, and QCDs can help maximize your tax savings.

Read More >