Business Details
21 Years
experience
Trusted Accounting and Tax Services in Paris, TN
Our firm is a full-service accounting and tax practice built on decades of combined expertise in public and private accounting. Founded in 2005 by David E. Sullivan and Steve Greer, both seasoned professionals with extensive backgrounds in business ownership and legal counsel, we provide comprehensive solutions for individuals, corporations, and organizations. Our services span tax preparation, financial planning, payroll processing, estate planning, and business consulting, supported by a team of certified accountants and QuickBooks specialists. With over 221 years of collective experience, we prioritize personalized service, leveraging our deep understanding of federal and state tax regulations to deliver tailored advice.Our commitment to excellence extends to resolving payroll tax issues, preparing sales tax returns, and offering strategic consulting for business growth. As certified QuickBooks ProAdvisors, we also specialize in software setup, training, and optimization to streamline accounting processes. Rooted in West Tennessee, we serve clients with a focus on accuracy, compliance, and long-term financial success.
Services
Tax Preparation
Payroll Processing
Financial Statement Preparation
Estate Planning
Business Consulting
QuickBooks Setup
Payroll Tax Resolution
Sales Tax Returns
Details
- Year established: 2005
Highlights and features
- We offer over 221 years of combined experience in public and private accounting.
- Our team includes certified CPAs and QuickBooks specialists.
- We provide personalized tax and financial planning solutions.
- Our services cover payroll processing, estate planning, and business consulting.
- We resolve complex payroll tax issues with proven expertise.
Associations and certifications
- QuickBooks Certified ProAdvisors
Services
Tax Preparation
We prepare federal and state tax returns for individuals, partnerships, corporations, trusts, and nonprofits. Our CPAs ensure compliance with evolving tax laws while identifying deductions and credits to minimize liabilities. Clients receive strategic advice for year-round tax planning.
Payroll Processing
Our team manages payroll processing, quarterly tax filings, and state tax compliance. We handle end-to-end payroll workflows, resolve tax issues, and ensure accurate reporting to reduce administrative burdens for businesses.
Estate Planning
We assist with estate planning strategies, including trusts and tax-efficient asset distribution. Our goal is to protect clients' legacies through tailored plans that align with personal and financial objectives.
Business Consulting
We provide consulting for financial strategy, tax compliance, and operational growth. Services include financial statement preparation, sales tax returns, and guidance on business structure optimization.
QuickBooks Setup
As Certified ProAdvisors, we offer QuickBooks setup, training, and troubleshooting. Our support ensures businesses maximize software efficiency for bookkeeping, reporting, and day-to-day accounting tasks.
People
David E. Sullivan
Partner
David founded Sullivan & Greer CPAs after 32 years in retail, wholesale, and real estate. He specializes in tax advice, financial planning, and legal expertise, combining business ownership experience with accounting proficiency.
Steve Greer
Partner, CPA
Steve has been a CPA since 2000 and attorney since 1982. He focuses on taxation for individuals, estates, and trusts. He also serves on local boards, blending legal and financial expertise to support clients.
Ginger L. Caldwell
Accountant
Ginger assists with bookkeeping and accounting needs, bringing years of public accounting experience. She prioritizes client support and enjoys problem-solving in tax and financial workflows.
Tracy M. Payne
CPA
Tracy is a licensed CPA with experience across Texas, Oklahoma, and Tennessee. She specializes in tax compliance and serves as Treasurer for the Paris-Henry County Arts Council, merging technical skill with community engagement.
Questions
What accounting services do you offer for small businesses?
We provide financial statement preparation, payroll processing, sales tax returns, and business tax filing. Our consulting services also cover operational strategy and tax compliance.
Do you assist with individual tax planning?
Yes, we prepare federal and state returns and offer planning strategies for estate taxes, deductions, and long-term financial goals.
Are you certified QuickBooks ProAdvisors?
Yes, we are certified QuickBooks ProAdvisors, providing software setup, training, and troubleshooting for businesses.
How can you resolve payroll tax issues?
Our team handles payroll tax filings, quarterly reports, and resolution of outstanding issues with state and federal agencies.
What areas do you serve?
We primarily serve West Tennessee, supporting clients in Paris, Henry County, and surrounding regions.
