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Tax & accounting services

Professional tax preparation, planning and accounting for individuals and businesses across Franklin, Nashville and Middle Tennessee — with clear, upfront pricing.

Individual Tax Preparation

Federal & state Form 1040 returns, done right — with every credit and deduction you've earned.

  • W-2, retirement & investment income
  • Self-employed & gig workers
  • Amended & prior-year returns

Business Tax Returns

Partnership, S-corp and C-corp filings that keep your business compliant and tax-efficient.

  • Partnerships & LLCs (Form 1065)
  • S-corporations (Form 1120-S)
  • C-corporations (Form 1120)

Trust & Estate Returns

Fiduciary income tax returns (Form 1041) for trusts and estates, prepared with precision.

  • Trust income tax returns
  • Estate income tax returns
  • Beneficiary K-1 reporting

Tax Planning & Projections

Year-round strategy and projections that lower what you owe and eliminate April surprises.

  • Income & deduction timing
  • Tax-liability forecasting
  • Retirement & entity strategy

Bookkeeping & Payroll

Clean monthly books, financial statements and reliable payroll for your business.

  • Monthly & quarterly bookkeeping
  • Financial statements
  • Payroll & quarterly estimates

IRS Representation & Advisory

Notices, audits and new-business setup — handled by someone in your corner.

  • IRS & state notices
  • Audit representation
  • Entity selection & setup
Individual 1040 income tax documents and calculator on a bright desk in Middle Tennessee

Form 1040

Individual tax preparation

Whether your return is straightforward or complicated by a side business, rental property, investments or a big life change, we prepare an accurate, fully optimized return and explain it in plain English. Tennessee has no state income tax on wages, so we focus on getting your federal return exactly right — and catching every credit and deduction.

  • Federal individual income tax returns
  • Self-employment, 1099 & gig income
  • Rental property & investment income
  • Retirement, education & homeowner credits
  • Amended and prior-year returns
Business owner and accountant reviewing S-corp and partnership finances in Franklin, TN

Forms 1065 · 1120-S · 1120

Business tax returns

From single-member LLCs to multi-owner partnerships and corporations, we prepare business returns that keep you compliant and minimize what you owe. We'll also make sure your owner compensation, distributions and estimated payments all line up the way they should.

  • Partnership & multi-member LLC returns (1065)
  • S-corporation returns (1120-S)
  • C-corporation returns (1120)
  • Schedule C sole proprietors
  • Quarterly estimated tax calculations
Tax advisor consulting a client about trust and estate returns in a bright Tennessee office

Form 1041

Trust & estate returns

Fiduciary returns require care and experience. We prepare income tax returns for trusts and estates, handle beneficiary K-1s, and coordinate with your attorney or executor so everything is filed correctly and on time.

  • Trust income tax returns (Form 1041)
  • Estate income tax returns
  • Beneficiary Schedule K-1 preparation
  • Coordination with attorneys & executors
Accountant preparing a year-round tax planning projection at a bright desk

Year-Round Strategy

Tax planning & projections

The biggest tax savings happen before December 31 — not at filing time. We build proactive plans and projections that forecast your liability, time your income and deductions, and make sure you're never caught off guard. Planning is especially valuable for business owners, high earners and anyone with a major change coming.

  • Tax-liability forecasting & projections
  • Income & deduction timing strategies
  • Retirement contribution planning
  • Entity & compensation strategy
  • Estimated-tax planning to avoid penalties
Monthly bookkeeping and payroll records for a Middle Tennessee small business

For Business Owners

Bookkeeping & payroll

Good decisions start with clean books. We keep your bookkeeping current and your payroll accurate so you always know where your business stands — and so tax time is a non-event instead of a scramble.

  • Monthly & quarterly bookkeeping
  • Financial statements & reporting
  • Payroll processing & filings
  • Sales-and-use tax support
Tax professional helping a client respond to an IRS notice in Tennessee

Notices · Audits · Setup

IRS representation & business advisory

Got a letter from the IRS or the state? Don't panic — bring it to us. We respond on your behalf, represent you through audits, and help set new businesses up the right way from day one, including choosing the right entity.

  • IRS & state notice responses
  • Audit representation
  • New-business & entity selection
  • Back taxes & unfiled returns

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Let's find the right service for you

Not sure which service you need? Tell us about your situation and we'll point you in the right direction — with a clear, upfront quote.