Tami has over 30 years of experience in providing accounting and tax services to individuals, nonprofit organizations, estates and trusts and closely held businesses. Her income tax services include tax planning and compliance for individuals, partnerships, LLC’s, trusts, corporations and non-profit entities. She is experienced in creating strategies to minimize tax liabilities, stock option planning, charitable gift planning, identifying and researching complex tax issues.
Tami specializes in trust and estate taxation, nonprofits, and providing income and estate planning to private clients and closely held businesses. She also has extensive experience working with charitable remainder trusts and private foundations.
Tamara McInerney holds an active CPA license in California and Tennessee.
Quick Facts
- Certifications
- Certified Public Accountant
- Certificate in Estate planning – California CPA Education Foundation
- Community
- Member – American Institute of Certified Public Accountants (AICPA)
- Member – California Society of Certified Public Accountants (CalCPA)
- Board Member/Treasurer – Science is Elementary
- Past Board Member/Treasurer – Palo Alto Community Child Care
- Education
BS/Accounting, Minor in Psychology – California Polytechnic State University, San Luis Obispo