Tami McInerney

CPA

Partner, Tax
Nonprofit Tax Leader

Services: Estates, Gifts & Trusts, Private Client Services

Project name

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.

Interesting tidbit

After spending most of her career working in Palo Alto and Menlo Park, Tami recently moved with her family to Nashville, Tennessee where they enjoy exploring local music venues and culinary spots. She now splits her time between Tennessee and the San Francisco Peninsula.

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

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