• Record transactions from check stubs, deposit slips, bank statements, and other pertinent source documents.

  • Reconcile bank accounts, credit card accounts, and others as needed.

  • Assist and provide guidance with bookkeeping done by client or other outside source.

  • Payroll – we have recommendations to outsource

  • Sales tax returns (TN)

  • Business tax returns

  • Tangible personal property schedules

  • Software – QuickBooks desktop and QuickBooks Online are main ones used.

  • Bookkeeping is often coordinated with the tax preparation and planning for a seamless process.

Financial Statements

  • Prepared

  • Compilations

  • Reviews

  • NOTE – we do not do audits


Tax Preparation

Business (Federal and States) –(Initial Year) Starting at $1,500, Includes onboarding fee and coordination with bookkeping

  • C corporations

  • S corporations

  • Partnerships

  • LLC

Individual (Federal and States) – (Initial Year) Starting at $500, Includes onboarding fee

Tax Management

  • Tax reduction strategies

  • Tax planning

  • Coordinate with other professionals when looking at tax strategies that involve investments, estates, and risk management


  • Oversight and guidance on matters that affect you financially.

  • Coordinate ideas between investments, estate, taxes, and risk management.

  • Use a “team approach” with various other professionals.

Ready to talk?

When you seek help from a CPA, do you want someone who is proactive, gets to know you and your situation and recommends what is best for you? Then let’s get started.

Let’s Talk

Contact Info

101 SE Parkway Ct, Ste 200 Franklin, TN 37064-3982

Phone: 615-790-5998 X12

Fax: 615-790-5098