Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

This year we are celebrating our 35th year. We are blessed to have over 400 clients in 15 states and 10 Tennessee counties. We are not limited by geography.

In 1983, our concept of visiting client homes actually began as sort of a fluke because we did not establish an office outside of the owners’ home until 1999.

In our 1st year, we served about 25 clients. Our home client visits has now grown to over 225 with about 75 out of state clients and over 100 that visit our office.

Most of out-of-state clientele consists of 2nd and 3rd generation clients as well as customers who have relocated and continued to use our services. Mr. J Whitman of Georgia made history by becoming our 1st fourth generation client.

In addition to our tax services, we provide bookkeeping services to small businesses and will add Life/Health Insurance services in 2018.

Staff Profiles

Veronica Rivera has been with us for 10 years. Her valuable bilingual and tax preparation skills have enabled us to serve Spanish speaking clients locally as well as several states.

Alicia Lewis has been with us for 4 years and is responsible for tax preparation, document control and advising on technological issues.