Pine Tax & Accounting

What Pine Tax & Accounting does

Pine Tax & Accounting LLC is a privately held, credentialed tax and accounting practice based in Hinckley, Minnesota, serving individuals and small businesses across Pine, Kanabec, Chisago, and Isanti Counties. The firm is led by Dawn Golly (Enrolled Agent, Registered Annual Filing Season Preparer, AFSP Record of Completion) and Angela Charchenko (CPA, Enrolled Agent, Colorado Tax Research Specialist), with a team of approximately 5–6 employees. Service offerings span federal and state tax preparation and planning, payroll, bookkeeping, financial statement preparation, IRS representation, sales tax, entity selection, business consulting, and QuickBooks setup, delivered with a stated focus on year-round client advisory rather than seasonal-only filing. The firm operates as a traditional engagement-based professional services business, billing per engagement/return, with no disclosed subscription, SaaS, or fee-for-service-productization beyond standard accounting practice economics.

The underlying technology stack is conventional for a small CPA/EA practice: the Onvio client portal from Thomson Reuters for secure document exchange, e-signature, and client collaboration, complemented by QuickBooks for client bookkeeping implementation. Distribution is primarily local referral and content marketing (resource library, blog) supporting inbound search visibility. The firm holds memberships in NAEA, NATP, and NSA, which function as credibility signals and continuing-education channels rather than revenue-generating partnerships. There are no disclosed M&A, funding, patent, or product-licensing activities; the practice is organic and operationally contained within its four-county service radius.

Name

Pine Tax & Accounting

Legal name

Pine Tax & Accounting LLC

Website

https://pinetax.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Pine Tax & Accounting is a privately held CPA/EA firm in Hinckley, Minnesota, providing tax preparation, payroll, bookkeeping, IRS representation, and small-business advisory services to individuals and SMBs across Pine, Kanabec, Chisago, and Isanti Counties.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Tax preparation services
• Bookkeeping and payroll
• Small business accounting
• Farm tax returns
• Estate and trust tax services

Headquarters

HQ city

Hinckley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services Revenue: Fee-for-service professional services including tax preparation and planning, bookkeeping and write-up services, payroll services, business consulting, and IRS representation. Revenue generated through direct client engagements for professional accounting and tax services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Pine Tax & Accounting LLC is a licensed tax preparation and accounting practice providing year-round tax preparation and planning, payroll processing, bookkeeping, financial statement preparation, IRS representation, sales tax filings, business entity selection, and QuickBooks setup for individuals, farm owners, small businesses, and estates in Hinckley, MN and surrounding areas. Services are delivered by credentialed professionals (EA, CPA, RAP, ARA, CTRS) via in-person meetings and a secure online client portal.

Product overview

Pine Tax & Accounting LLC is a traditional tax preparation and accounting services firm offering a comprehensive suite of professional services. The core offering consists of tax preparation and planning for individual, farm, business, partnership, corporation, LLC and estate clients, complemented by payroll services, bookkeeping/write-up, financial statements, IRS representation, business consulting, entity selection, and sales tax services. The firm also provides QuickBooks setup and assistance as an add-on service. Supporting the core services is a Client Library resource portal containing tax resources, articles, white papers, educational videos, FAQs, state resources, tax facts, tax history, and a comprehensive set of financial calculators. Clients can access documents and services through a secure online portal powered by Onvio.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Planning Year-round tax preparation and planning for individual taxpayers, farm owners, small business owners, and estate clients, delivered by credentialed preparers with secure portal-based document exchange.
• Payroll Processing Recurring payroll processing service for small business and farm clients, handling payroll calculations, filings, and related compliance.
• Bookkeeping Recurring bookkeeping service for small businesses and farm operators, providing transaction recording, reconciliations, and ledgers maintained on the firm's accounting platform.
• Financial Statement Preparation Preparation of financial statements for small business clients for internal use, lender requirements, or owner reporting.
• IRS Representation Representation of clients before the IRS in audits, notices, and collections matters, supported by the firm's Enrolled Agent and CPA credentials.
• Business Consulting & Entity Selection Advisory service helping small business owners select the appropriate business entity and address operational accounting questions as their businesses grow.
• Sales Tax Services Sales tax registration, calculation, and filing services for small business clients with sales tax obligations.
• QuickBooks Setup & Support Setup of QuickBooks for new client bookkeeping environments, paired with ongoing support to maintain the system for small business and farm clients.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• National Association of Enrolled Agents (NAEA)minorOthersProfessional membership organization for Enrolled Agents. The firm and its owners hold Enrolled Agent credentials and maintain membership in NAEA.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• H&R Block: H&R Block is the largest U.S. retail tax preparation chain, offering individual and small business tax preparation both in-person and via DIY software. It competes with Pine Tax for individual taxpayers and small business clients in Minnesota, but operates at vastly greater scale and with a national footprint.
• Liberty Tax Service: Liberty Tax is a national franchise-based tax preparation chain serving individual taxpayers with walk-in office service, similar to Pine Tax's small-office model but with national brand recognition. It is a direct competitor for entry-level individual tax work in any U.S. market.
• Jackson Hewitt Tax Service: Jackson Hewitt is a national retail tax preparation chain operating primarily inside Walmart locations and standalone offices. Like Pine Tax, it focuses on individual and small business tax preparation, but competes through scale and convenience rather than credentialed advisory relationships.

Emerging players

• Intuit (TurboTax Live): Intuit's TurboTax Live product connects individual taxpayers with credentialed tax preparers remotely for a per-return fee, directly competing with Pine Tax's individual preparation services. It represents the digital/AI-enabled category that threatens traditional small-firm economics on entry-level returns.
• 1-800Accountant: 1-800Accountant provides virtual bookkeeping, tax preparation, and advisory services to small businesses and individuals nationwide. It competes with Pine Tax's bookkeeping, payroll, and tax services, with similar target customers but a remote-first delivery model versus Pine Tax's local in-person approach.
• Bench (by Vista): Bench is a tech-enabled bookkeeping service that pairs small business clients with a dedicated bookkeeper and software platform. It competes directly with Pine Tax's bookkeeping and write-up services, targeting the same small business segment with a subscription-based remote model.
• Pilot.com: Pilot provides outsourced bookkeeping, accounting, and CFO services for small to mid-sized businesses using a software-plus-human model. It is comparable to Pine Tax's bookkeeping and financial statement services for its small business segment, though at a higher tech and process integration level.

Regional players

• Wipfli LLP: Wipfli is a Top-20 U.S. accounting and advisory firm serving the Upper Midwest including Minnesota, with strong small business and agriculture practice areas. It is comparable to Pine Tax in target customer profile (small business, farms, rural communities) but at vastly greater scale and geographic reach.
• CliftonLarsonAllen (CLA): CLA is a Top-10 U.S. accounting firm headquartered in the Upper Midwest with deep Minnesota presence and significant small business and agribusiness practices. Comparable to Pine Tax for small business and farm clients in the same Minnesota geography, but operating at regional-firm scale with broader advisory offerings.
• Eide Bailly LLP: Eide Bailly is a Top-25 U.S. accounting firm with strong Midwest presence serving small businesses, agribusiness, and individuals. Like Pine Tax, it emphasizes personal service and regional presence, but competes for the same customer types at much larger scale and with deeper specialty practices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks2 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pine Tax & Accounting