Shirl Trefelner, CPA, CSRP
Certified Specialist in Retirement Planning, and Roth IRA & estate planning strategist.
Shirl joined Lange Accounting Group, LLC in early 2014 and has become a true asset to our team and to our clients. Years of prior experience have made her savvy in individual, family and business tax planning, and make her a valuable resource for clients looking for guidance in retirement and estate planning, as well as optimizing Roth IRA Conversions.
Shirl started her accounting career in the private sector and was the controller for a conglomerate of privately owned international organizations before her shift into the world of tax. This experience has been very beneficial to our self-employed and business clients and to those who spend time as expatriates. Prior to joining our firm, Shirl worked as a tax accountant primarily focusing on high net worth individuals.
At Lange, in addition to providing tax services, Shirl has become a valuable member of our retirement and estate planning team. She enjoys helping her clients maximize their retirement planning strategies and establishing long-term estate planning goals.
EDUCATION
- Graduate of Robert Morris University
- Degree: BS/BA in Accounting
PROFESSIONAL LICENSURE
- Certified Public Accountant
- Certified Specialist in Retirement Planning
LANGE ACCOUNTING GROUP, LLC is proud to have Shirl A. Trefelner, CPA, CSRP manage the tax matters for many of the firm’s clients. She prepares tax strategies and returns for families, working professionals, retirees, investors and business owners. Besides individual income tax returns, she prepares gift and inheritance tax returns, and returns for trusts, estates, corporations, LLCs and partnerships. Special attention is paid to both near-term and long-term tax situations and anticipated changes in the tax laws to design and implement the most effective tax plans.
We are committed to providing the most innovative and sound tax, retirement and estate planning strategies available and do so by providing this menu of services:
- Roth IRA conversion analysis
- Lifetime financial projections
- Development of estate and gift plans
- Determination of spending and gifting budgets
- Individual tax preparation
- Business tax preparation
- Estate and gift tax preparation
