Specialization

• Estate and trust planning
• Income and fiduciary tax planning, consulting, and preparation
• High-net-worth individuals

Experience

Joni Atzinger, CPA, is a Manager at Monroe Shine & Co., Inc., and has been with the firm serving clients since 2016. With a strong background in personal and fiduciary tax services, she focuses on helping individuals, estates, and trusts create tax-efficient strategies that ensure compliance today while preparing for the future.

Joni’s expertise in estate and trust planning makes her a valuable resource for families navigating complex legacy and succession considerations. She also works with high-net-worth individuals on income and fiduciary tax planning, providing practical solutions that align with long-term financial goals. Known for her thoughtful approach and attention to detail, Joni helps clients gain clarity and peace of mind as they plan for both their immediate needs and future generations.

Certifications

• Certified Public Accountant (CPA) – Licensed in Kentucky

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• Kentucky Society of CPAs (KYCPAs)
• CPAmerica International

Community Involvement & Volunteering

• Southern Indiana Estate Planning Council, Member (Current)

Education

• Bachelor of Science in Business Administration, Accounting – University of Louisville