Business Details
Your Trusted Partner for Tax and Divorce Financial Solutions
With over 35 years of experience as a Certified Public Accountant, I founded this practice to provide clients with clear, reliable financial guidance tailored to their unique needs. My dual expertise as a Certified Divorce Financial Analyst allows me to support individuals navigating the complexities of divorce, offering clarity on financial settlements, tax implications, and long-term planning. Clients consistently praise my approachable demeanor, prompt communication, and ability to simplify intricate financial matters into actionable insights. As a licensed CPA in Tennessee and Florida, I adhere to the highest standards of ethics and professionalism, ensuring every client receives personalized attention. My practice extends beyond traditional accounting to include tax preparation, retirement planning, IRS audit representation, and specialized financial counseling for divorce proceedings.By combining technical proficiency with a commitment to client education, I empower individuals and businesses to make informed financial decisions. My core values of accountability, integrity, and flexibility underpin every service offered, from corporate tax filings to divorce-related financial analysis. Recognized by peers and clients alike, I maintain active memberships in the American Institute of Certified Public Accountants, the Tennessee Society of CPAs, and the Institute of Divorce Financial Analysts. Whether assisting attorneys with asset tracing or guiding individuals through post-divorce budgeting, my goal remains steadfast: to restore confidence and provide actionable solutions. This dedication to excellence has fostered lasting relationships with clients across Tennessee and throughout the United States.
Services
Tax Preparation
Divorce Financial Analysis
IRS Audit Representation
Retirement Planning
Business Tax Services
Asset Tracing
Financial Affidavit Assistance
Tax Problem Resolution
General Business Consulting
Expert Witness Testimony
Highlights and features
- We offer 35+ years of CPA experience with specialized divorce financial analysis training
- Our team provides personalized tax planning and post-divorce financial guidance
- We return client calls promptly and explain complex matters in plain language
- Our services include IRS audit representation and business tax preparation
- We maintain active memberships in top accounting and divorce financial professional organizations
What people say
Extremely responsive
Outstanding professional services
Thorough knowledge
Personal one-on-one service
Invaluable expertise
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses including federal/state returns, corporate filings, trusts, and estates. Our expertise covers complex tax situations with meticulous attention to detail. Clients receive clear explanations of their tax positions and potential optimization opportunities.
Divorce Financial Analysis
Specialized financial guidance during divorce proceedings including asset division analysis, tax consequence evaluation, and post-divorce budgeting. We help clients understand their financial picture and make informed settlement decisions. Services include financial affidavit preparation and expert testimony support.
IRS Audit Representation
Professional representation for IRS and state tax audits, notice resolution, and collection proceedings. Our approach combines deep tax code knowledge with strategic negotiation to achieve favorable outcomes. We handle all communication with tax authorities on your behalf.
Retirement Planning
Strategic retirement planning services that assess current financial status and create actionable roadmaps for future security. We analyze pension plans, investment strategies, and tax-efficient withdrawal approaches tailored to individual goals and circumstances.
Business Tax Services
Full-service business tax solutions covering entity selection, quarterly filings, fixed asset scheduling, and tax planning. We support corporations, partnerships, and small businesses with compliance requirements and strategic tax position optimization throughout the year.
People
Katherine B. Ashley
CPA, CDFA
With 35+ years as a Certified Public Accountant, Katherine specializes in tax services and divorce financial analysis. She combines technical expertise with compassionate client support, holding dual certifications in accounting and divorce financial planning. Her practice emphasizes clear communication and ethical standards.
Questions
What tax services do you offer?
We provide comprehensive tax preparation for individuals and businesses including federal/state returns, corporate filings, trusts, estates, and IRS audit representation.
How can you help with divorce financial matters?
As a Certified Divorce Financial Analyst, we assist with asset division analysis, tax consequence evaluation, financial affidavit preparation, and expert testimony during divorce proceedings.
What experience do you have?
Our CPA has 35+ years of accounting experience with specialized training in divorce financial analysis and active memberships in major professional accounting organizations.
Do you serve clients outside Tennessee?
Yes, while based in Chattanooga, we serve clients throughout the United States including Georgia, Alabama, Florida, and other states.
What sets your services apart?
We combine technical expertise with approachable communication, providing personalized attention and clear explanations of complex financial matters in plain language.
How do you handle IRS audit situations?
We provide full audit representation services, handling all communication with tax authorities and working strategically to resolve notices and collection proceedings on your behalf.
