Nashville, TN (615) 255-6143

We Help Lower Your Tax Bills

Do you view taxes as a historical exercise to be tackled well after the year has closed, but spend most of the year worrying about them?

If so, we’d like to change that. We believe the most important tax deadline of the year is December 31, not April 15. When you wait until the last minute, there is only so much a CPA can do for you.

It’s essential to know where you stand before the end of the year in order to manage your tax liability. Our tax planning services eliminate any unpleasant surprises, providing a systematic analysis of differing tax options to minimize your tax liability both now and in the future. That means you can sleep better at night.

Case Study: Recovering $150,000 in Taxes - 2010

A specialized retailer was referred to us by a long-standing client. The retailer needed our help with negotiating a new retail store lease and financing terms.

Taxes were not a concern. The retailer had her personal and corporate taxes prepared each year by a reputable accounting firm. The returns were complete, accurate and filed on time each year. However, no tax planning had been done. We discovered that the retailer had paid an extra $150,000 in taxes that could have been avoided with proper planning. The former firm was merely filling out tax forms in the crunch of tax season.

You can imagine the mixed emotions our new client felt when we informed her she had paid too much in taxes each of the past 10 years. She took a sigh of relief when we told her we had a plan to recover those taxes over the next few years through proactive tax planning. The retailer received more than she expected.

Tax Services

Our tax laws have changed nearly every year in recent memory.

The increasing complexity of our tax laws makes it nearly impossible for most entrepreneurs and professionals to confidently prepare their own returns.

We commit substantial resources to research materials, compliance software and planning tools. We provide our clients with regular updates on new and pending laws to keep them abreast of potential planning issues.

Service Offerings:

Compliance Services
  • Federal Income Tax Returns
  • State and Local Income Tax Returns
  • Estimated Tax Payments
  • Personal Property Tax Returns
  • Business Tax Licenses
  • Sales Tax Returns
  • Information Returns for Independent Contractors
  • Payroll Tax Returns
  • Audit Representation


Planning Services
  • Year-end Tax Planning
  • Federal and State Tax Planning
  • Transaction Planning
  • Retirement Plans
  • Research Related to Complex Tax Matters
  • Choice of Business Entity Structure
  • Planning Related to New and Proposed Tax Laws