What We Offer

Individual Tax Preparation

We prepare accurate, complete federal and state income tax returns for individuals and families in all filing situations. Every return is reviewed carefully to ensure you're not leaving money on the table.

Who We Serve

• W-2 employees — single, married filing jointly or separately, head of household
• Self-employed individuals and sole proprietors (Schedule C)
• Retirees with Social Security, pension, and IRA distributions
• Investors with capital gains, dividends, and rental income
• Clients with multi-state filing requirements

What's Included

• Federal and Tennessee state income tax returns
• Review of prior-year returns for missed opportunities
• All applicable schedules and forms
• Amended returns (Form 1040-X) when needed
• Electronic filing and confirmation

Tax Planning & Strategy

Filing a return is looking backward. Tax planning is looking forward. We work with clients throughout the year — not just at tax time — to identify opportunities to legally reduce what you owe.

Individual Planning

• Estimated quarterly tax payments
• Retirement account contribution strategies (IRA, 401k, SEP-IRA)
• Timing of income and deductible expenses
• Capital gains and loss harvesting
• Social Security and Medicare tax planning

Business Planning

• Entity structure optimization (LLC vs. S-Corp vs. C-Corp)
• Section 179 and bonus depreciation planning
• Qualified Business Income (QBI) deduction maximization
• Owner compensation and distribution strategy
• Year-end tax projections and quarterly check-ins

IRS Representation & Assistance

Receiving a notice from the IRS is stressful. As a CPA with 30+ years of experience, I can represent you directly before the IRS and guide you through the process from start to finish.

How We Help

• Audit representation — correspondence and field audits
• IRS CP notices and letter responses
• Installment agreements and payment plans
• Penalty abatement requests
• Innocent spouse relief
• Back tax preparation and filing
• Offer in Compromise evaluation and submission

If you've received an IRS notice, don't ignore it — early response almost always leads to better outcomes. Contact us as soon as possible.

Business Tax Services

We handle tax preparation and compliance for all common business entity types, along with ongoing advisory to keep your business on solid tax footing throughout the year.

Entity Types We Serve

• Sole proprietors — Schedule C
• Single-member and multi-member LLCs
• S-Corporations — Form 1120-S
• Partnerships — Form 1065
• C-Corporations — Form 1120

What's Included

• Federal and state business tax return preparation
• Entity selection and structuring guidance for new businesses
• Ongoing tax advisory and year-end planning
• Coordination with your personal return for pass-through entities
• Multi-state business filings as needed

Bookkeeping & Financial Reporting

Clean, accurate books are the foundation of every good business decision — and every smooth tax season. We provide reliable monthly bookkeeping so your financials are always current and correct.

Monthly Services

• Transaction recording and categorization
• Bank and credit card account reconciliation
• Accounts receivable and payable tracking
• Monthly profit & loss statements
• Balance sheet preparation

Year-End

• Year-end financial package ready for tax preparation
• Depreciation schedules and fixed asset tracking
• QuickBooks setup, cleanup, and support

Payroll Services

Managing payroll is time-consuming and compliance-heavy. We handle the processing, tax deposits, and filings so your employees are paid correctly and on time — every time.

Payroll Processing

• Weekly, bi-weekly, semi-monthly, or monthly payroll runs
• Direct deposit setup and processing
• Paid time off and garnishment tracking
• New hire reporting

Tax & Compliance Filings

• Federal payroll tax deposits (941 quarterly filings)
• Federal unemployment tax (Form 940 annual filing)
• State payroll tax filings
• Year-end W-2 preparation and filing
• 1099-NEC preparation for independent contractors