Business Details
46 Years
experience
Your Trusted Accounting Partner in Knoxville, TN
At Novinger Ball & Zivi, we have dedicated ourselves to client success for over four decades. Our team approach combines technical proficiency with personalized attention, ensuring clients receive tailored solutions for accounting, tax, and wealth management needs. With expertise in serving closely held businesses, medical practices, and high-net-worth families, we prioritize responsiveness and integrity.Our membership in the BDO Alliance grants access to global resources while maintaining local, hands-on service. We foster long-term relationships by understanding client goals and delivering actionable insights that protect assets and drive growth.
Services
Accounting
Tax Preparation
Consulting
Wealth Management
IRS Representation
Bookkeeping
Financial Planning
Details
- Year established: 1980
Highlights and features
- We operate as collaborative teams with partners, managers, and staff focused on client needs
- Our 40+ years of experience serves businesses and families with tailored financial strategies
- We maintain technical excellence through continuous education and BDO Alliance resources
- Our entrepreneurial perspective benefits business owners facing operational challenges
- We guarantee prompt communication and personalized attention for all clients
Associations and certifications
- BDO Alliance
What people say
Personalized attention
Trustworthy accounting advice
Thoughtful tax reduction
Integral business partner
Prompt communication
Services
Accounting
We provide comprehensive accounting services including financial statement preparation and analysis. Our team ensures accurate reporting while identifying growth opportunities through detailed financial insights. Clients receive tailored recommendations beyond basic number-crunching.
Tax Preparation
Our tax professionals prepare accurate business and individual tax returns while optimizing compliance strategies. We focus on year-round tax planning to minimize liabilities and maximize savings for both personal and corporate clients.
Wealth Management
Through NBZ Investment Advisors, we offer holistic wealth management integrating tax, estate, and retirement planning. Our fiduciary advisors create customized investment strategies aligned with long-term financial goals and risk tolerance.
Business Consulting
We provide strategic business consulting covering mergers, acquisitions, and operational planning. Our advisors help clients navigate business lifecycle challenges with customized solutions and expert referrals.
IRS Representation
Our team handles IRS and state tax agency communications for audits and disputes. We provide expert representation while developing strategies to resolve tax issues efficiently and protect client interests.
People
Brad Stooksbury
Partner
CPA with extensive experience in accounting services, providing strategic financial guidance to businesses and individuals while maintaining personalized client relationships.
Cindy Newland
Senior Accountant
Experienced accounting professional delivering accurate financial reporting and client-focused solutions through detailed analysis and industry expertise.
Shannon Taylor
Partner
Certified Public Accountant offering comprehensive tax and business advisory services, combining technical knowledge with practical solutions for client success.
Rick Zivi
Partner
Seasoned accounting professional providing strategic financial guidance and personalized service to businesses and individuals across multiple industries.
Terry Hall
Partner
CPA with deep expertise in tax planning and compliance, delivering customized solutions that align with clients' long-term financial objectives.
Questions
What accounting services do you offer?
We provide financial statement preparation, bookkeeping, accounting clean-up, and compilation/review services tailored to business needs.
How do you handle tax planning?
Our proactive tax planning addresses business, family, and estate needs while optimizing savings through year-round strategies.
What industries do you specialize in?
We focus on medical practices, professional services, restaurants, and high-net-worth families with customized solutions.
Do you offer investment advisory services?
Yes, through NBZ Investment Advisors, LLC, providing holistic wealth management with fiduciary responsibility.
How responsive is your team?
We guarantee prompt communication with dedicated teams available to address client needs immediately.
What makes NBZ different?
Our team approach combines 40+ years of experience with BDO Alliance resources while maintaining personalized service.
