Our Clients

If you have read about us then you’ll know that we are geared to offer personalized service to individuals and small businesses.  We have clients in a range of occupations and industries which include the following:

• Non-Profit: The State of Tennessee requires that charitable organizations receiving over $500,000 in support to submit Audited Financial Statements.  We have a number of clients in the non-profit sector that rely on us to keep them compliant.  We provide tax preparation (i.e. form 990 preparation), bookkeeping, audits and reviews.
• Contractors / Developers: Before issuing a contractor’s license, The State of Tennessee requires Audited or Reviewed financial statements depending on certain factors.  We provide those required services as well as the accompanying tax planning and preparation.
• Individuals: Whether you have a simple itemized return, or a complex return with numerous schedules we have the experience to help you navigate the complex code and take advantage of the deductions and credits for which you might be eligible.
• Small Businesses: We have built our practice around the needs of individuals and small businesses that span multiple industries.  Whether it’s tax preparation, CFO Services, Audits, Bookkeeping or general strategic advice we offer services geared for you.

Be sure to check out our Testimonials page where we let our clients share their experiences.