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Tax Services

Tax Management Services

We provide tax services to corporations, partnerships, and individuals. For business, we are well equipped to provide services to companies that do business in Tennessee, as well as those that require multi-state tax preparation. For individuals, we can provide tax services to anyone regardless of where you live. From relatively simple individual tax returns to high net worth clients, individual tax clients are an important part of what we do.

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Complete our Tax Questionaire

Complete our New Client Information sheet