Business Details
Your Trusted Partner for Accounting Services in Tennessee
TriStar CPAs, PLLC is a coalition of certified public accountants dedicated to advancing clients' financial goals through professional tax, accounting, consulting, and advisory services. We specialize in supporting small businesses and individuals with strategic financial planning, tax preparation, and retirement solutions. Our team leverages secure digital platforms to deliver paperless processes, ensuring real-time access to financial information while maintaining transparency and efficiency.With decades of combined experience, our CPAs provide personalized guidance to help clients navigate financial opportunities, resolve issues, and achieve long-term stability. We prioritize client partnerships, offering accessible communication through preferred channels and responding within 24 hours to ensure timely support. Our commitment to innovation and client-centric service positions us as trusted advisors in financial management and planning.
Services
Business Services
Tax Preparation
Advisory Services
Retirement Planning
Financial Consulting
Bookkeeping
Tax Filing
CFO Services
Personal Financial Planning
Retirement Savings Vehicles
Highlights and features
- We offer certified CPAs with decades of combined experience in tax and accounting.
- Our team provides secure digital platforms for real-time financial access.
- We deliver personalized financial advisory services tailored to individual needs.
- Our paperless processes ensure environmental sustainability and operational efficiency.
- We guarantee 24-hour response times for client inquiries and support requests.
Services
Business Services
Our business services include bookkeeping, financial consulting, and advisory solutions tailored for small businesses. We help establish proper financial processes, ensure compliance with accounting standards, and provide strategic guidance for growth. Our team works closely with clients to develop customized solutions that improve financial management and operational efficiency.
Tax Preparation
We offer comprehensive tax preparation services for individuals, businesses, and nonprofits. Our CPAs stay current with changing tax laws to ensure accurate filings and optimal tax outcomes. We help clients minimize liabilities through strategic planning while providing guidance on tax implications for major financial decisions.
Advisory Services
Our advisory services encompass business process improvement, retirement planning, and budgeting strategies. We provide ongoing consultation to help businesses optimize operations and individuals achieve financial goals. Our tiered advisory plans offer flexible support tailored to specific client needs.
Retirement Planning
We specialize in creating personalized retirement plans that consider all financial assets and future needs. Our CPAs help clients develop draw-down strategies from retirement accounts while optimizing tax outcomes. We provide guidance for both individual retirement planning and employer-sponsored retirement programs.
Financial Planning
Our financial planning services help clients achieve life goals through strategic money management. We assist with debt reduction, education funding, retirement savings, and estate planning. Our approach combines comprehensive analysis with practical solutions to build long-term financial security for individuals and families.
People
Amy Phillips
Managing Partner
Amy Phillips, CPA, graduated from Lipscomb University with degrees in Professional Accountancy and Business Management. She provides financial advisory services and tax support while balancing her passion for gardening, swimming, and family life with six grandchildren.
Dumkele Anifowoshe
Tax Specialist
Dumkele Anifowoshe, CPA, brings extensive tax expertise to TriStar CPAs. A Nigerian immigrant and member of the Institute of Chartered Accountants of Nigeria, she holds a degree in Applied Physics and enjoys outdoor activities with her family.
Audrey Schumacher
Tax Advisor
Audrey Schumacher, CPA, with a Masters in Accounting from Western Governors University, specializes in individual and small business tax services. A Nashville native, she enjoys hiking, gardening, and baking while serving clients across Tennessee.
Glynn Riddle
Financial Consultant
Glynn Riddle, CPA, with over 30 years of corporate finance experience, provides business consulting and financial planning services. A University of Tennessee graduate, he specializes in helping organizations and individuals achieve long-term financial stability.
Joaquin Salcedo
Certified Public Accountant
Joaquin Salcedo, CPA, a Cuban immigrant and MTSU accounting graduate, offers bilingual accounting services. He combines technical expertise with community involvement through church ministry while supporting clients with financial planning and tax preparation needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, business process improvement, and CFO services tailored to small businesses. Our solutions include recordkeeping agreements, consultative services, and tiered advisory plans with flexible pricing options.
How can you help with tax preparation and planning?
Our CPAs offer year-round tax advisory services to minimize liabilities. We prepare federal, state, and local tax returns for individuals and businesses while providing strategic guidance on tax implications for financial decisions.
Do you offer retirement planning services?
Yes, we specialize in retirement planning for individuals and employers. Our services include draw-down strategies, retirement account management, and employer-sponsored retirement program development tailored to specific financial situations.
What areas do you serve?
While based in Tennessee, we serve clients throughout the state with both in-person and virtual services. Our digital platforms enable us to work with clients across Tennessee regardless of their physical location.
How do you handle client communication and support?
We offer multiple communication channels including phone, email, text, and face-to-face meetings. Our team responds to client inquiries within 24 hours and provides periodic updates with personalized financial information.
What makes your firm different from other accounting services?
We combine certified expertise with personalized service, using secure digital platforms for real-time financial access. Our client partnership approach focuses on long-term financial goals rather than just transactional services.
