Business Details
35 Years
experience
Your Trusted Accounting Partner in Knoxville, TN
Founded in 1991, our firm has built a reputation as a trusted provider of comprehensive accounting, tax, and financial planning services for individuals and businesses across the Southeast. Our team of seasoned professionals combines decades of experience with a client-centric approach, offering solutions that extend beyond traditional accounting to include strategic tax planning, business valuation, and wealth management. We prioritize open communication and personalized service, ensuring clients receive tailored advice that aligns with their unique financial goals.Our commitment to excellence is reflected in our long-standing relationships with clients and our active involvement in professional and community organizations. With a focus on innovation and value-added services, we empower clients to navigate complex financial landscapes with confidence.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Small Business Accounting
Bookkeeping Services
Tax Preparation
QuickBooks Setup
Business Valuation
IRS Audit Representation
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience serving individuals and businesses.
- Our team includes CPAs and JDs with specialized expertise in tax and estate planning.
- We offer personalized service tailored to each client's unique financial needs.
- Our comprehensive solutions extend beyond traditional accounting to strategic advisory services.
- We maintain active involvement in professional and community organizations.
Associations and certifications
- American Institute of Certified Public Accountants
- Tennessee Society of Public Accountants
Services
Tax Preparation
We prepare accurate individual and business tax returns while maximizing deductions and credits. Our team stays current with evolving tax laws to ensure compliance and minimize liability. Clients receive strategic planning to optimize financial outcomes during tax season.
Business Valuation
Our certified analysts determine business value using recognized methodologies for mergers, acquisitions, or estate planning. We assess financials, operations, and market factors to provide detailed reports that support informed decision-making for business owners.
Personal Financial Planning
We develop customized plans to help individuals achieve financial goals, including retirement, education savings, and estate planning. Our approach integrates tax strategies, investment analysis, and risk management to build long-term financial security.
QuickBooks Setup
We configure QuickBooks systems for small businesses, including chart of accounts, payroll, and inventory management. Our setup ensures accurate financial tracking from day one, with training and ongoing support to maintain efficient accounting operations.
Estate Planning
Our specialists create comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Services include trust and will preparation, tax planning, and strategies to minimize probate while aligning with clients' long-term legacy goals.
People
K. Ray Pinkstaff
Senior Partner
Founder with over 40 years of experience in tax and estate planning. Specializes in complex tax issues and asset protection. Graduated from University of Tennessee with degrees in Accounting and Law.
Jackie L. Simpson
Senior Partner
Co-founder specializing in corporate and individual taxation. Focus areas include automobile dealerships and retirement planning. Active in professional organizations and community service initiatives.
Scott L. Headrick
Senior Partner
Focuses on tax compliance and advisory services for construction and real estate industries. Manages internal operations and staff development within the firm.
Anna M. Lavoi
Partner
Certified estate planning specialist with 30+ years of experience. Provides strategic tax research and trust management solutions to preserve client wealth across generations.
Brandon R. Leffew
Partner
Specializes in real estate and retail tax compliance. Combines technical expertise with client-focused strategies to navigate complex tax environments for business owners.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and outsourced CFO services tailored to small business needs.
Do you handle IRS audit representation?
Yes, we offer comprehensive IRS audit support to protect your interests and resolve tax disputes efficiently.
Can you assist with QuickBooks software setup?
Our certified advisors configure QuickBooks systems and provide training to ensure accurate financial management for your business.
What estate planning services are available?
We offer trust creation, will preparation, and tax strategies to preserve wealth and facilitate smooth asset transfer.
How do you approach business valuation?
We use industry-standard methodologies to analyze financials, operations, and market factors for accurate business appraisals.
Are consultations free?
Yes, we provide complimentary initial consultations to discuss your specific accounting and financial planning needs.
