Tips and Pitfalls to Avoid with Mike Pine

Randy is joined by Mike Pine, founder of Pine & Company CPAs, to discuss the evolution of Mike’s practice. After cutting his teeth on tax in the Big Four accounting world, Mike started his own practice, which subsequently acquired and merged with another firm. Since then, he has been able to evolve a unique business model with a focus on low employee turnover and high client retention. He explains how he accomplished this, and how flexibility kept him able to respond to the demands of a changing market, especially amidst the upheaval of COVID.

Important Links

Pine & Company CPAs

Rays of Hope US

Mike Pine on LinkedIn

About the Guest

Photo of Mike PineMike Pine is the founder and Managing Member of Pine & Company CPAs in the Dallas-Fort Worth area. Pine & Company was established in 2014 following a merger between Mike’s solo practice and another firm. His vision for the company is to offer unsurpassed accounting and tax services, earning clients’ trust as he directly partners with them rather than merely providing accounting services.

Mike engages in charity work with youth in Mumbai, India via a 501(c)(3) nonprofit organization, Rays of Hope US.

Mike graduated from Montana State University-Bozeman in 2000 with a bachelor’s in business and accounting and earned his Master’s of Professional Accountancy there in 2005. He previously worked for PriceWaterhouseCoopers, TravisWolff and Crowe Horwath before establishing Pine & Company CPAs.

Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.