Business Details
29 Years
experience
Trusted Accounting Services in Shelbyville, TN
Bookkeeping Plus has been serving businesses and individuals for over 25 years with comprehensive financial solutions. Founded in 1997 by Carla K. Ralston, our team of Enrolled Agents and experienced professionals specializes in bookkeeping, payroll, tax preparation, and advisory services. We prioritize personalized approaches, working closely with clients to understand their unique needs and develop tailored strategies.Our expertise spans corporate and individual tax matters, sales tax filings, and compliance support, ensuring clients navigate financial complexities with confidence. With decades of combined experience and a commitment to accuracy, we strive to be a trusted partner in achieving long-term financial success for our clients.
Services
Bookkeeping
Payroll Management
Tax Preparation
Sales Tax Filing
IRS Representation
Financial Consulting
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our team includes IRS-certified Enrolled Agents with specialized expertise.
- Customized financial solutions tailored to each client's unique needs.
- Proven track record serving businesses in Middle Tennessee since 1997.
- Comprehensive compliance support for bookkeeping, payroll, and tax filings.
Associations and certifications
- Enrolled Agent (EA)
Services
Sales Tax Return
We offer comprehensive sales tax return services for businesses with varying complexity levels. From single-location standard filings at $75 per return to multi-location complex filings at $450 per return, our team handles all reporting requirements. Our experts ensure timely submissions by deadlines while maintaining compliance with state regulations.
Payroll Services
Our tiered payroll packages include Essential, Enhanced, and Deluxe options starting at $90 monthly. Services cover tax deposits, W-2 processing, direct deposits, and HR support. Each tier offers increasing benefits like same-day processing, unemployment appeals, and compliance materials to suit different business requirements.
Tax Preparation
We provide complete tax preparation for individuals and businesses, including 1040, 1065, and 1120 filings. Our team assists with engagement letters, document submission deadlines, and extension requests while offering 10% discounts for portal submissions. Clients receive prioritized service when meeting document submission deadlines.
Bookkeeping
Our bookkeeping services include monthly reconciliations, expense tracking, and end-of-year reviews. Packages integrate tax planning with financial reporting while requiring timely document submissions by the 15th of each month. We offer solutions tailored to business size and transaction volume.
IRS Representation
Our Enrolled Agents represent clients during IRS audits, appeals, and collection issues. We handle state and federal tax problems while providing compliance guidance. With decades of combined experience, our team develops strategies to resolve tax liabilities and improve regulatory compliance for businesses.
People
Carla K. Ralston
President
With over 30 years in tax and accounting, Carla founded Bookkeeping Plus in 1997. She holds dual MBAs from MTSU and brings diverse experience from state auditing to CPA firm roles.
Barbara Newsom
Tax Manager
Leading the tax department since 2008, Barbara prepares corporate and individual returns while managing compliance filings. She earned her BBA at MTSU and maintains Enrolled Agent certification.
Joan McCreary
Billing/Training Manager
Joining in 2015, Joan became an Enrolled Agent while managing billing and training operations. She combines tax preparation expertise with organizational development responsibilities.
Fritzi Solis-Lagunes
Tax Preparer
A bilingual tax specialist since 2022, Fritzi holds an MTSU accounting degree. She provides Spanish-language support while handling diverse tax preparation tasks.
Kathy Storey
Payroll Manager
With over 20 years of customer service experience, Kathy administers payroll and bookkeeping services while pursuing HR certification.
Questions
How do I choose the right accountant?
Choose an accountant who communicates clearly, understands your needs, and demonstrates expertise through certifications like Enrolled Agent status.
What tax deadline relief exists for Tennessee taxpayers?
2024 tax deadlines were extended to November 3, 2025 for Tennessee residents and businesses filing state returns.
What payroll service tiers do you offer?
We provide Essential, Enhanced, and Deluxe payroll packages starting at $90/month with varying levels of support features.
How can I submit tax documents?
Use our secure portal upload, in-person drop-off, or schedule face-to-face appointments for document submission.
Do you offer tax compliance services?
Yes, we provide comprehensive compliance services for federal, state, and local tax requirements with expert guidance.
