Kristi Cherry Email and Phone Number

Have you ever wished you had a better picture of your financial situation but had no idea where to start?Do you miss the personalized service that is difficult to find in today’s CPA firms?When most taxpayers think of a CPA, they think of tax return preparation. However, by the time a tax return is prepared, it is after the fact. It is too late for tax planning for that year. As a concierge CPA, I take the time to work with you well in advance to identify the steps and strategies you'll need to minimize your tax burden.

Our tax team is led by Kristi Cherry, a Certified Public Accountant with a history of working with the airline community. With extensive experience in the tax industry, Kristi and her team can prepare your annual tax return, as well as guide you through federal and state tax issues, estate tax consequences, navigating the many changes under the Tax Cuts and Jobs Act, and more. She offers an individualized approach tailored to your unique tax and financial situation and will make sure that your return is filed accurately while utilizing any tax advantages available to you. She can also prepare business, trust, and partnership returns.

Corporate tax compliance and planning for federal, state, and local income/franchise tax. State and local audit defense.

Represented new and pre-owned Mooney and Diamond Aircraft for the great state of Texas. This included prospecting, marketing, managing the client's buying process, closing, demoing the aircraft, and being a valuable resource for the customer after the sale. I also assisted them on federal/sales tax savings and strategies of business use of their airplane.

Represented new and pre-owned Columbia Aircraft for the states of KY, GA, and SC. This included prospecting, marketing, managing the buying process, closing, demoing the aircraft, and being a valuable resource for the customer after the sale. I also performed training and checkout flights for customers and assisted them on federal and sales tax savings and strategies of business use of their airplane.When Columbia Aircraft got purchased by Cessna, I continued representing the aircraft through the Atlanta Cessna dealer.

Senior Consultant in the Federal Speciality Services Group. Perfomed fixed asset studies, change in accounting methods, meals & entertainment anaylsis, and inventory analysis. Worked on assignment is San Jose, CA conducting research tax credit studies.

Prepared and reviewed corporate federal, state, and local tax returns. Prepared and reviewed individual federal, state, and local tax returns.