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Tennessee Financial & Tax Planning Services - Tax & Financial Planners

Matthew  Patrick, CPA
  Advanced Certified QuickBooks® ProAdvisor

We specialize in working with small businesses and their owners or shareholders. Software: QuickBooks, Great Plains, Peachtree. Industry: Retail, Service, Restaurant, Insurance, Not for Profit, Real Estate, Transportation and Manufacturing. Specialty: Remote Access Accounting, Outsourced Controllership, Bookkeeping, Individual and Business Tax Compliance and Consulting, Corporate Structuring and Planning, Acquisitions and Divestitures, IRS Representation, Tax Resolution and Payroll

Serving area includes:  Cordova  TN •  Memphis  TN •  Collierville  TN •  Germantown  TN

Joseph  Leocha, EA
 

Tax Preparation and Tax Problems are my specialty. Have you received an IRS letter? Are you behind in filing your taxes? As an Enrolled Agent, I am federally licensed to represent taxpayers before the IRS and specialize in tax issues of all kinds. My services also include Small Business Consulting, Retirement Planning and Overseas Taxes. Serving a wide range of small businesses and independent contractors - Leocha Taxes is a customer service oriented business!

Serving area includes:  Franklin  TN •  Brentwood  TN •  Nashville  TN •  South Nashville Metro area  

Todd  Mussard, CPA, MBA
 

•• FREE •• Direct Deposit with small business payroll service!! • Specializing in small business accounting and payroll services • Business and personal tax services • Business start-up consulting • Financial and Tax Planning • Debt management counseling • Personal finance counseling • QuickBooks Pro Advisor - installation, training, support of QuickBooks and QuickBooks Point of Sale • Will train in person or virtually by remote access. Reasonable fees, and professional service.

Serving area includes:  Johnson City  TN •  Kingsport  TN •  Bristol  TN •  Elizabethton  TN

Jim  Stiles, CPA
Pat  Axley, Client Relations

Full-service Bookkeeping & Accounting • Tax Return Preparation and Planning - Individual, Small Business, Partnership, and Estate returns • Extensive experience in preparing returns for all states / multiple states in conjunction with taxpayers relocating or working outside their state of residence during the year - part year and non-resident income allocations • Representation Before the IRS and assistance before the Franchise Tax Board • Collection and Appeals representation a specialty.

Serving area includes:  Knoxville  TN •  Alcoa  TN •  Maryville  TN •  Farragut  TN

Wayne  Palmer, MA, MBA, MFP, MFM, ECS
Alicia  Cowan, BBA Accounting

We offer comprehensive financial management services that help business owners and individuals protect, manage, and grow their wealth while minimizing taxes. Our services include: Church & Nonprofit Bookkeeping, Individual & Business Tax Planning & Preparation, Payroll Services, Asset Protection, Financial Planning, Elder Care Services, Retirement Planning, Estate Planning, Business Planning, Business Formation, Incorporations and much more.

Serving area includes:  Memphis  TN •  West Memphis  AR •  Little Rock  AR •  New Orleans  LA

Bill  Kormoski
  Timberline Office Certified Consultant/Trainer & Developer

Our team has over twenty-five years of successful consulting and representing Sage Timberline Software products to the Construction industry. We provide complete Sage Timberline Office Consulting & Training services including strategic/systems planning, marketing information, sales data (via business intelligence models), business development, strategic market information, project delivery improvement using application software, management and field-level training, and workflow productivity.

Serving area includes:  Mount Juliet  TN •  state of  TN •  state of  MS •  state of  AL

Johanna  Fox Turner, CPA/CFS, CFP®, Pres.
Paul  Bell, CPA, Managing Accountant, Certified QuickBooks® ProAdvisor

Awarded 2008 Most Dependable™ Accounting Professionals of the Southeast by Goldline Research! QuickBooks® ProAdvisor Firm • Group Classes • First hour of QuickBooks training FREE for BookkeepingHelp.com readers! Our services include: QuickBooks Training & File Cleanup • Bookkeeping & Payroll • Wealth & Resource Planning • Multi-state Tax Services • BackOffice Accountant™ • Employee Satisfaction Surveys • Marketing consulting • Fixed Price Billing. INITIAL CONSULTATION IS FREE... CALL TODAY!!!

Serving area includes:  Mayfield  KY •  Paducah  KY •  Union City  TN •  Cape Girardeau  MO

Doug  Morris
 

Specializing in small businesses of all types, including startups. Offering complete tax preparation, payroll services, bookkeeping, retirement planning and health insurance. Already established? We can assist with setting up employee benefits, building a stock portfolio, buy / sell agreements and small business estate planning. Low fees! We do not bill based on time spent, but offer fees affordable to small businesses. Contact us for a free, initial consultation. 2nd office in Memphis.

Serving area includes:  Branson  MO •  Springfield  MO •  Memphis  TN •  Germantown  TN

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