Business Details
36 Years
experience
Certified Public Accountants in Tupelo, MS
Founded in 1990 by James E. 'Buddy' Vance, our firm brings over 75 years of collective experience in public accounting to serve businesses and individuals. We maintain compliance with continuing education requirements from the Mississippi Society of CPAs, AICPA, and the Yellow Book, ensuring our expertise remains current. Our team of two principals, three senior accountants, and two support staff delivers tailored solutions for tax preparation, business accounting, and QuickBooks optimization. We hold memberships in the Mississippi Society of CPAs, AICPA, and PCPS, reflecting our commitment to professional standards.Our mission focuses on maintaining clients' financial viability through proactive planning and sound analysis, supported by an unqualified quality control opinion for our accounting practices. We emphasize personalized service, having served as a trusted advisor to local businesses for decades, and specialize in industries including construction, healthcare, and law. Our approach combines technical proficiency with a dedication to understanding each client's unique needs, ensuring compliance while maximizing financial opportunities.
Services
Tax Preparation
Business Accounting
QuickBooks Services
Payroll Processing
IRS Audit Representation
Details
- Year established: 1990
Highlights and features
- We offer over 75 years of combined experience in public accounting.
- Our team provides personalized guidance tailored to individual client needs.
- We specialize in QuickBooks setup and optimization for small businesses.
- Our firm maintains compliance with all industry continuing education standards.
- We received an unqualified quality control opinion for our accounting practices.
Associations and certifications
- Mississippi Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- PCPS (Private Companies Practice Section)
What people say
Expertise in tax preparation
Personalized service
Knowledgeable team
Reliable accounting solutions
Responsive support
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with evolving regulations while maximizing deductions. Our team stays current with tax law changes to minimize liabilities and avoid penalties. Clients receive strategic planning to optimize financial outcomes for both personal and business returns.
Business Accounting
Our services include small business accounting and payroll management to maintain accurate financial records. We handle cash flow statements, payroll tax compliance, and financial reporting to support informed decision-making. This allows business owners to focus on operations while ensuring regulatory adherence.
QuickBooks Services
We offer QuickBooks setup, training, and system optimization for small to mid-sized businesses. Our team customizes software configurations and provides ongoing support for cloud-based or desktop solutions. This streamlines financial management through organized bookkeeping and real-time reporting capabilities.
IRS Audit Representation
We represent clients during IRS audits to minimize liability and handle all communications with tax authorities. Our expertise includes resolving non-filed returns, payroll tax issues, and audit appeals. We ensure proper documentation and strategic responses to protect clients' interests.
Payroll Processing
Our payroll solutions cover tax compliance, direct deposits, and W-2/1099 processing while staying updated on legislative changes. We provide detailed reporting and third-party payment coordination to reduce administrative burdens. This ensures accurate and timely payroll management for businesses of all sizes.
People
James E. 'Buddy' Vance
Founder
Established the firm in 1990 with a focus on personalized accounting solutions. Committed to client success through proactive financial strategies and industry expertise.
Dana Finch
Principal
Provides leadership in tax and accounting services, ensuring compliance and strategic planning for business clients. Focuses on delivering tailored financial guidance.
David Byrd
Principal
Specializes in audit representation and complex tax resolution. Brings CPA expertise to help clients navigate IRS compliance challenges effectively.
Laura Spencer
Principal
Manages QuickBooks services and business accounting solutions. Focuses on software optimization and financial reporting for small businesses.
Traci Hazelberg
Senior Accountant
Supports tax preparation and payroll services with attention to detail. Ensures accurate compliance for individual and business clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, and QuickBooks optimization tailored to small business needs.
Can you help with IRS audit representation?
Yes, we handle all IRS audit communications and provide strategic defense to minimize liabilities.
Do you specialize in any industries?
We serve construction, healthcare, law firms, and nonprofits with industry-specific accounting expertise.
What QuickBooks support do you provide?
We offer setup, training, system tune-ups, and ongoing support for QuickBooks desktop and cloud solutions.
How do you ensure tax compliance?
Our team stays updated on tax laws to ensure accurate filings and proactive planning for individuals and businesses.
Are you available for new business formation?
Yes, we assist with entity selection and tax structure planning for new businesses.
