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Professional Accounting & Tax Services in Nashville
We are a licensed accounting firm based in Nashville, TN, dedicated to providing comprehensive tax and financial services for individuals and businesses. Our team of certified professionals combines decades of experience with a personalized approach to help clients navigate complex tax laws, resolve IRS issues, and optimize financial strategies. Specializing in tax preparation, planning, and relief services, we prioritize client confidentiality, affordability, and accuracy in every engagement. Whether serving individuals with retirement or estate planning or businesses with accounting, payroll, or forensic services, we act as trusted advisors committed to long-term client success.Our expertise extends to QuickBooks solutions and industry-specific accounting for construction, healthcare, law firms, and more. With a focus on proactive problem-solving and continuous education on evolving tax regulations, we empower clients to minimize liabilities, maximize deductions, and achieve financial clarity. Our reputation for reliability and discretion has established us as a go-to partner for both personal and corporate financial needs in Middle Tennessee.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Services
Estate Planning
Payroll Processing
Forensic Accounting
Cryptocurrency Tax Reporting
Business Valuation
Retirement Planning
Succession Planning
Highlights and features
- We offer 40+ combined years of CPA expertise in tax and accounting.
- Our team provides personalized IRS audit representation and tax relief solutions.
- Specialized QuickBooks setup, training, and tune-up services available.
- Industry-specific accounting for healthcare, construction, law firms, and more.
- Free consultations ensure tailored financial planning for individual and business needs.
Associations and certifications
- Licensed in TN
Services
Tax Preparation
We prepare accurate individual and business tax returns while maximizing deductions and credits. Our CPAs stay updated on evolving tax laws to ensure compliance and minimize liabilities. Clients receive strategic advice for optimizing future tax outcomes through proactive planning.
IRS Audit Representation
Our team advocates for clients during IRS audits with professional representation and documentation management. We handle communication with tax authorities and develop resolution strategies for back taxes, liens, or wage garnishments while maintaining client confidentiality.
QuickBooks Services
We offer QuickBooks setup, training, and system tune-ups for small businesses. Services include customization, transaction review, and cloud-based solutions to streamline financial management while ensuring accurate bookkeeping and reporting capabilities.
Estate Planning
Our estate planning services address tax-efficient asset distribution and probate avoidance. We coordinate trust administration, will preparation, and legacy planning to protect client wealth while complying with current estate tax regulations.
Business Valuation
We provide objective business valuations for mergers, acquisitions, or succession planning. Our analysis considers financial health, market position, and growth potential to determine accurate valuations that support strategic decision-making for business owners.
People
Stephen S. Englert
Partner
Stephen Englert is a licensed CPA and Personal Financial Specialist with expertise in tax compliance and financial planning. He advises businesses and individuals on tax strategies and serves as a trusted financial consultant.
Donna Graham Englert
Partner
Donna Englert focuses on business accounting and tax preparation for corporations. Her experience includes strategic financial planning and advising on complex tax issues affecting small to mid-sized enterprises.
Christopher Kleman
Senior Manager
Christopher Kleman, a Certified Public Accountant and Certified Internal Auditor, specializes in forensic accounting investigations and business advisory services. He helps clients resolve financial discrepancies and implement internal controls.
Matthew Kroeger
Staff Accountant
Matthew Kroeger provides accounting and tax preparation support for individual and business clients. His work includes financial statement preparation and compliance reporting for diverse industries.
Joanne Stallman
Staff Accountant
Joanne Stallman assists with business tax filings and accounting services. She supports corporate clients with payroll tax compliance and QuickBooks system management.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, payroll tax compliance, tax planning, forensic accounting, and IRS audit representation tailored to your industry needs.
Can you help with personal financial planning?
Yes, our services include retirement planning, estate planning, elder care assistance, and wealth management strategies personalized to individual goals.
Do you support QuickBooks users?
We offer QuickBooks setup, training, system tune-ups, and troubleshooting to optimize accounting processes for small businesses.
What's your experience with IRS issues?
Our team has decades of experience handling IRS audits, tax relief negotiations, lien/levy resolution, and back tax payments for individuals and businesses.
Are your services available locally in Nashville?
Yes, we're based in Nashville, TN and serve Middle Tennessee businesses and residents across multiple industries including healthcare, law, and construction.
