1930 First Tennessee Plaza

800 S. Gay Street

Knoxville, TN 37929

       Tel   (865) 523-8700

       Fax   (865) 546-8629

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    OUR SERVICES

  Tax Services:

• Income, gift and estate tax planning

• Tax analysis

• Annual tax return preparation

• Electronic filing

• Representation at tax examinations

• Multi-state tax return preparation

  Accounting services:

• Financial statement review and compilation

• Personal financial statements

• General ledger

• Job costing

• Internal control analysis

• Accounting systems installation and training

  Consulting services:

    Businesses:

• Business plans

• Business growth strategy & consulting

• Entity selection and set-up

• Budgeting, modeling and forecasting

• Compensation plans

• Employment contract negotiations

• Personnel searches

• Business succession planning

• Mergers, acquisitions and reorganizations

• Capitalization and equity transactions

    Individuals: 

• Personal financial planning

• Education funding

• Retirement funding

• Risk management

• Debt structuring

• Family gift and estate planning

• Charitable gift planning

  Expert Testimony and Litigation Support

• Divorce matters

• Criminal fraud / Forensic Accounting

• Business disputes

• Loss of earnings

• Assist in determining damages

• Assist in settlement negotiations

• Assist with case presentation and resolution

• Development of case strategy

  Business Valuations

• For estates

• For gifting programs

• Sale of a business

• Mergers and acquisitions

• Buy/sell agreements

• In divorce matters