Skip to main content

Home  Our Services  QuickBooks  About Us  Contact Us   
Tax Services
No one likes to pay more than their fair share of income taxes. In order to minimize the amount you owe, prior planning and preparation is a must. The time to start is now! Don't wait until the taxes are due to consider various tax planning strategies. Planning ahead will ensure that you have adequate time to implement the strategies so that you will pay your fair share of federal, state, and local taxes and not one dime more. Below are the some of the ways we can help.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

- Tax planning & return preparation

- Individuals

- Corporations

- Partnerships


- Estates, Trusts & Gift Tax

- Not-for-profit organizations

- Taxing authority representation

- Divorce and support issues

- Tax consequences of buying/selling a business

Bookkeeping, Payroll & Accounting Services

We can provide your company with as much or as little bookkeeping and accounting help you need.  We'll work with your company's numbers once a year, once a quarter, once a month or once a week. 
If your business requires an attestation to the numbers, we are your solution.  We can compile or review your financial statements for your financial institution, industry requirement or state filing.
We'll remove the stress of payroll.  This is the number one area businesses get into trouble.  We'll ensure employee withholdings are correct, payroll tax reports are filed timely and accurately.  We offer full paperless payroll with Direct Deposit and Electronic Filing for tax reports.
Our clients range from one employee in the same household to over 150 employees in multiple locations across the state.

Click our QuickBooks link for more detial information.
We don't require minumum retainers, minimum billable hours or costly contracts.  Give us a call for cost and you will find, not only are our services Progressive, so are our prices.  We have been providing the Upper Cumberland the best value for over ten years.

Financial Accounting

Failing to plan is akin to planning to fail. We can review and calculate your potential tax liability under an entire range of options. Additionally, we can review your investment and savings strategies, from a tax perspective, to take advantage of all the available tax breaks and tax-exempt savings products. Our experienced CPA may even be able to offer answers to questions you have not even considered before.

- Setting Financial Goals

- Educational Planning

- Retirement Planning

- Estate Planning

Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

- Accounting software selection and implementation

- Type of entity selection

- Business valuations

- Buying/selling a business

- Computer systems

- Financial & retirement decisions

- Estate, trust & gift planning