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Business Details
We have been providing top-notch accounting services since 1995. Our team, led by Nancy L. Lambert and Shari W. Smith, consists of Certified Public Accountants with extensive experience in delivering sound financial and tax services. We exceed the Tennessee continuing education requirements each year to stay updated on the latest tax and accounting developments. Our specialized skills and problem-solving capabilities enable us to offer high-quality, knowledgeable services to our clients. We are committed to providing consistently high-quality service and solution-oriented results through a complete understanding of client objectives and on-going communication. Our partners are active members of the AICPA and the Tennessee Society of CPAs, ensuring our expertise and trustworthiness in the field.

We have a strong emphasis on building relationships and view every client relationship like a partnership. Our success is a result of our clients' success, and we are dedicated to exceeding their expectations. We have many years of experience in implementing, training, and using various accounting software packages. We can help our clients choose the right product for their business and provide support via telephone, remote access, or onsite. Our team is passionate about helping clients meet their financial goals and providing them with the highest level of professional service.
Highlights and features
  • We have over 25 years of experience in accounting and tax services.
  • We exceed the Tennessee continuing education requirements each year.
  • We are active members of the AICPA and the Tennessee Society of CPAs.
  • We offer customized services to fit the specific needs of each client.
  • We have a strong emphasis on building relationships and client satisfaction.
Services
Income Tax Preparation
We prepare income tax returns for individuals and businesses. Our goal is to ensure taxpayers take advantage of every available deduction and credit. We provide customized services to fit the specific needs of each client.
Tax Planning
We offer tax planning and strategy services for individuals and businesses. Our services are customized to fit the specific circumstances of each client. We help clients minimize their tax liability and achieve their financial goals.
Estates and Trusts
We provide estate and trust planning services to protect assets and ensure clients' wishes are followed. Our goal is to minimize the tax liability of estates and beneficiaries. We offer customized services to fit the specific needs of each client.
IRS Audit Representation
We specialize in IRS representation and tax problem resolution for individuals and businesses. Our goal is to successfully negotiate IRS cases and minimize tax liability. We provide customized services to fit the specific needs of each client.
Payroll Services
We provide customized payroll services to fit the specific needs of each client. Our services include processing payroll checks, filing payroll tax returns, and informing clients of law changes that affect their workforce.