Federal Direct Loan Program
Federal Financial Aid for Students
Federal Student Loan Repayment
Advance Directives Power of Attorney
Advance Directives Living Wills and Health Care Proxies
Estate Tax Solutions
Maximizing the Applicable Exclusion Limit
Cash Value Life Insurance
Converting a Term Life Insurance Policy to a Permanent Policy
Durable Medical Powers of Attorney
Long-Term Care Insurance
Teaching Your Child About Money
Seven Steps to a Secure Financial Future
Assessing Business Risks
Converting Term Insurance to Cash Value
Deducting Student Loan Interest
Estate Planning Questions
Guidelines for Keeping Business Records
Resolving IRS Disputes with the Problem Resolution Program
Tax Credits for Low-Income Housing
Thank you for visiting our website.
We are a full-service accounting firm serving the Middle Tennessee area dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites.
Our goal is to provide you, the client, with knowledgeable, prompt tax service at a competitive price. Additionally, you can rest assured that in the event of an audit, Frank will be available at your request.
We partner with clients as their trusted advisor to advise them on their accounting and tax needs. Serving them with competence, integrity, and objectivity, we translate complex rules and regulations to simple information so clients can make informed decisions. We also take time to learn about my clients' current financial situations, goals and aspirations. After gaining a thorough understanding of their expectations, we develop a strategic assessment of their needs. Our goal is to help clients minimize their tax liability and maximize returns on their investments.
Most new startup business owners are passionate about their businesses. However, by not focusing on accounting functions, many new businesses fall victim to unnecessary taxes and penalties associated with poor record keeping, untimely filings and inaccurate reporting. Recent studies revel over 50% of new businesses fail because of poor record keeping.
Understanding the unique needs of new businesses, we realize that new business owners work hard and long hours, and often do not have the ability or desire to take time off to visit an accountant's office. To address this, we offer free pickup and delivery service.
We welcome any questions or comments you may have. Feel free to contact us at any time:
Pleasant View office: 615.746.4632
Kingston Springs office: 615.378.1061
Pleasant View, Tennessee 37146
You can also send us a message directly through the Contact page of this website.