Business Details
21 Years
experience
Your Trusted Partner for Accounting Solutions
Sullivan & Greer CPAs, PLLC is a full-service accounting and tax firm dedicated to providing comprehensive financial solutions for individuals and businesses. With over 221 years of combined experience in public and private accounting, our team of certified professionals offers expertise in tax preparation, estate planning, business consulting, and payroll services. Our firm was established in 2005 by David Sullivan and Steve Greer, leveraging decades of industry experience to deliver personalized, reliable, and ethical financial guidance. We specialize in federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofits, alongside QuickBooks setup and training for businesses.Our commitment to excellence is reflected in our status as QuickBooks Certified ProAdvisors, ensuring clients receive cutting-edge accounting support. We prioritize understanding each client's unique needs to provide tailored solutions that foster financial success and compliance. Our team's diverse backgrounds in law, business, and technology enable us to address complex financial challenges with practical, informed strategies. We serve West Tennessee with a focus on building long-term relationships grounded in trust, transparency, and exceptional service. Our office in Paris, TN, provides a welcoming environment where clients can access expert advice and support for all their accounting needs.
Services
Tax Preparation
Payroll Processing
Estate Planning
Financial Statements
QuickBooks Setup
Business Consulting
IRS Notice Assistance
Details
- Year established: 2005
Highlights and features
- We offer 221+ years of combined experience in public and private accounting.
- Our team includes certified CPAs with expertise in tax, legal, and business consulting.
- We are certified QuickBooks ProAdvisors for advanced accounting software support.
- We provide personalized service tailored to individual and business client needs.
- We serve West Tennessee with deep local market knowledge and accessibility.
Associations and certifications
- QuickBooks Certified ProAdvisors
Services
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, trusts, and nonprofits. Our CPAs ensure compliance with evolving tax laws while optimizing deductions and credits. Clients receive strategic advice to minimize liabilities and maximize refunds.
Payroll Processing
Our team manages payroll tax returns, quarterly reports, and state tax filings. We handle payroll processing challenges, ensuring accurate and timely compliance for businesses of all sizes while reducing administrative burdens.
Estate Planning
We provide comprehensive estate planning solutions, including trust and will guidance. Our experts help clients protect assets, plan for succession, and navigate probate with personalized strategies aligned with long-term financial goals.
QuickBooks Setup
As QuickBooks Certified ProAdvisors, we offer software setup, training, and troubleshooting. Our support ensures businesses efficiently manage accounting tasks, streamline workflows, and leverage technology for financial clarity and growth.
Business Consulting
We deliver tailored consulting services for business strategy, financial statements, and compliance. Our CPAs analyze operations to improve profitability, address tax challenges, and provide actionable insights for sustainable growth and decision-making.
People
David E Sullivan
Partner
David Sullivan co-founded Sullivan & Greer CPAs after 32 years in retail, wholesale, and real estate. He combines business ownership experience with legal counsel expertise to provide strategic financial guidance to clients.
Steve Greer
Partner
Steve Greer, a CPA since 2000, focuses on taxation and estate planning. He also practices law at Greer, Greer & Whitfield Attorneys, PLLC, bringing multidisciplinary expertise to client solutions.
Ginger L Caldwell
Accountant
Ginger Caldwell supports clients with bookkeeping and accounting needs. She joined the firm in 2009, offering personalized assistance and leveraging her public accounting experience to ensure client satisfaction.
Tracy M Payne
Accountant
Tracy Payne is a licensed CPA with experience across Texas, Michigan, and Tennessee. She specializes in tax services and contributes to local arts initiatives while supporting business clients with financial expertise.
Questions
What accounting services do you offer for businesses?
We provide payroll processing, financial statements, tax returns, QuickBooks setup, and business consulting to help companies manage finances and grow sustainably.
Are you certified QuickBooks ProAdvisors?
Yes, we are certified QuickBooks ProAdvisors, offering software training, setup, and troubleshooting to streamline accounting processes for businesses.
How can you assist with estate planning?
Our estate planning services include trust and will guidance, asset protection strategies, and succession planning to ensure your financial legacy aligns with your goals.
What experience does your team have?
Our team has over 221 combined years of experience in accounting, law, and business consulting, with CPAs and licensed professionals delivering expert financial solutions.
Do you serve clients outside Paris, TN?
We primarily serve West Tennessee, offering remote and in-person support to clients across the region for all accounting and tax needs.
