TRINA HAGERTY

For over 20 years, Trina has been navigating the intricate world of taxes with a smile on her face and a CPA designation proudly in hand. Specializing in all things tax-related—whether it’s for individuals, estates, trusts, charitable remainder trusts, private foundations, or small businesses, she is here to take the stress out of tax season and ensure your financial affairs are in top-notch shape.

From crafting personalized estate, trust, and income tax plans to meticulously preparing returns, Trina’s got you covered every step of the way. And when it comes to facing off with the IRS or tackling pesky tax disputes with state and local entities, consider her your trusty advocate.

Trina has extensive experience in estate and trust tax matters and can help guide you through the tax implications of wealth and asset transfers from both a planning perspective as well as following unexpected circumstances. 

Life isn’t all about spreadsheets and tax codes! In her downtime, you will often find her outdoors with her family mountain biking, hiking, playing pickleball, and cruising with the top down in “Ruby” her 1964 ½ Mustang convertible.