Business Details
Trusted Accounting & Financial Planning Services in Memphis, TN
Chalmers Poole is an independent firm dedicated to developing and implementing personalized financial strategies for individuals and businesses. Our expertise spans accounting, tax planning, and comprehensive financial advisory services, serving corporate executives, sole proprietors, retirees, clergy, and diverse professionals. We distinguish ourselves by offering customized solutions without selling products, ensuring unbiased recommendations through hourly billing. Our team combines deep technical knowledge with practical experience from international accounting firms, corporate leadership roles, and specialized financial sectors. We emphasize proactive tax minimization, coordinated professional teamwork, and prompt implementation of strategies to address complex financial challenges.With educational backgrounds in mathematics, finance, accounting, and law, our professionals stay current through national seminars and collaboration with industry specialists. Our clients value our credibility, demonstrated through long-term relationships and referrals from satisfied individuals who could choose any firm globally. We focus on holistic financial planning, integrating taxes, insurance, legal considerations, and investments to deliver tailored outcomes for each client.
Services
Accounting Services
Tax Planning
Financial Planning
Estate Planning
Retirement Planning
Highlights and features
- We offer comprehensive financial strategies tailored to individual needs
- We provide unbiased advice with no product sales or commissions
- Our customized plans avoid generic templates for personalized results
- We specialize in creative, legal tax minimization strategies
- Our team combines CPA expertise with corporate and financial leadership experience
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, bookkeeping, and corporate tax compliance. Our CPAs ensure accurate reporting while identifying opportunities for tax efficiency. Clients receive detailed insights into their financial position with customized reporting tailored to business needs.
Tax Planning
Our tax planning services focus on legal tax minimization through strategic timing of deductions, income structuring, and entity selection. We specialize in complex partnership taxation and clergy tax matters while helping all clients navigate evolving tax regulations to maximize after-tax income.
Financial Planning
We create customized financial plans integrating investment strategies, risk management, and cash flow analysis. Our CFP professionals develop holistic strategies that coordinate with legal and insurance professionals to help clients achieve long-term financial goals through coordinated implementation.
Estate Planning
Our estate planning services address wealth preservation and transfer through trusts, wills, and gifting strategies. We collaborate with legal experts to minimize estate taxes while ensuring clients' wishes are executed properly, with ongoing plan adjustments as circumstances change.
Retirement Planning
We develop retirement plans considering tax implications, investment growth, and income distribution strategies. Our approach includes analyzing pension options, Social Security optimization, and creating sustainable withdrawal plans to ensure financial security throughout retirement years.
People
Anthony Chalmers
Principal - Partnership and Corporate Taxation
CPA and Enrolled Agent with technical accounting degree and corporate tax expertise. Specializes in complex partnership taxation and business entity structuring for optimal tax efficiency.
Wes Poole
Principal - Partnership and Corporate Taxation
CPA with advanced tax degree specializing in corporate tax compliance and strategic planning. Brings expertise in multi-jurisdictional tax issues and business succession planning for closely held companies.
Ilinda Parham
Principal - Individual Taxation and Financial Planning
CPA, CFP, and Personal Financial Specialist with MBA in Finance. Focuses on comprehensive tax and financial planning for individuals, integrating investment, insurance, and retirement strategies for holistic wealth management.
Questions
What accounting services do you offer?
We provide full-service accounting including financial reporting, bookkeeping, tax compliance, and entity structuring for businesses and individuals.
How do you approach tax planning differently?
We focus on proactive, creative tax minimization strategies while ensuring compliance, with specialized expertise in partnership taxation and complex returns.
Do you work with out-of-state clients?
While based in Memphis, we serve clients nationwide through virtual consultations and coordinated professional networks.
How are your financial plans customized?
We analyze your complete financial picture across taxes, investments, insurance, and legal matters to create personalized strategies without generic templates.
What credentials do your team members hold?
Our team includes CPAs, Certified Financial Planners, and tax specialists with advanced degrees and experience from major accounting firms and corporate leadership roles.
