TOP 10 Strategic tax planning services in Nashville, Tennessee

TriStar Tax and Business Solutions Nashville is an accounting and finance institution located at 1300 Clinton Street in Nashville, Tennessee, United States. They specialize in providing bookkeeping services for small businesses, self-employed individuals, and non-profit organizations. Their team of experienced professionals can assist with tax planning and preparation in Nashville, Hendersonville, Gallatin, and Memphis. With a focus on personalized service and expertise, TriStar Associates offers a range of services for business owners, executives, and independent professionals at affordable rates. The team includes Brad, Daniel, Brian, Sam, Matthew, and others who bring years of experience in tax preparation, planning, and financial industries. Clients praise TriStar for their knowledge, responsiveness, and professionalism, making them a trusted resource for managing taxes and financial needs. Contact TriStar Tax and Business Solutions Nashville for all your accounting and finance needs.

DeWitt Law is a Nashville-based institution specializing in tax controversy, white collar criminal defense, and estate planning. Located at 9005 Overlook Boulevard in Brentwood, Tennessee, our team of experienced tax attorneys is dedicated to assisting taxpayers in Nashville and Middle Tennessee with federal and state tax issues. We offer a range of services including resolving IRS tax problems, legal representation for tax-related criminal investigations, civil tax litigation, and estate planning. Our firm is committed to providing strategic guidance and integrity in navigating complex tax matters. We handle a variety of tax disputes with the IRS, such as audits, tax relief, unfiled tax returns, tax liens, and more. Additionally, we assist with Tennessee tax issues, offshore assets compliance, and estate planning for individuals, families, businesses, and nonprofits.

Winchell CPA & Advisory Services PLLC (previously Jim Durham CPA) is a reputable accounting and finance institution located at 171 Belle Forest Circle in Nashville, Tennessee, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach to client service make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need help with tax compliance or strategic financial planning, Winchell CPA & Advisory Services PLLC is dedicated to helping you achieve your financial goals.

Buckingham Strategic Wealth is a finance institution located at 214 Overlook Circle in Brentwood, Tennessee, United States. As fiduciaries, their main priority is always the best interest of their clients, avoiding selling, commissions, or conflicts of interest. They offer holistic portfolio management with a focus on investment knowledge, clarity about financial situations, and a genuine commitment to helping clients reach their goals. Their team collaborates with a national network of financial planning and investment specialists to address every aspect of clients' financial lives. Becoming a client of Buckingham means receiving solid, evidence-based financial advice tailored to individual needs. The institution also offers a brochure titled "Experience Is Everything" for more information on their services. During election seasons, Buckingham provides insights on potential impacts on various sectors and industries.

Contador CPA & Tax Services is a trusted accounting and finance institution located at 4025 Nolensville Pike in Nashville, Tennessee. With a team of experienced Certified Public Accountants, we provide a wide range of services including tax preparation, financial planning, bookkeeping, and consulting. Our goal is to help individuals and businesses navigate the complexities of financial management with expert advice and personalized solutions. Whether you need assistance with tax filing or strategic financial planning, Contador CPA & Tax Services is here to help you achieve your financial goals.

The R.O.W. Group is a reputable finance and insurance agency located in Nashville, Tennessee. With a prime location at 2020 21st Avenue South, this institution prides itself on providing top-notch financial services and insurance solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or comprehensive insurance coverage, The R.O.W. Group has a team of experienced professionals ready to assist you. Trustworthy, reliable, and dedicated to helping clients achieve their financial goals, The R.O.W. Group is a go-to institution for all your finance and insurance needs in the Nashville area.

Frost Brown Todd is a leading law firm located at 150 3rd Avenue South in Nashville, Tennessee. Our team is dedicated to helping our clients achieve growth and success by exceeding their service expectations. With a focus on industries such as energy, finance, health care innovation, manufacturing, and technology, we provide comprehensive legal services in areas such as intellectual property, labor and employment, governance, tax, project finance, environmental law, and commercial litigation. We are committed to advancing disability inclusion and promoting diversity, inclusion, and equity in all aspects of our work. Our team of experienced attorneys works collaboratively to address a wide range of legal needs for our clients. From implementing AI programs in the health care industry to navigating complex regulations in the automotive sector, we provide strategic guidance and practical solutions to help businesses thrive.

Janney III Douglas B is a reputable lawyer located at 2021 Richard Jones Road in Nashville, Tennessee, United States. With years of experience and a commitment to providing top-notch legal services, Janney III Douglas B is dedicated to helping clients navigate through complex legal issues with professionalism and expertise. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Janney III Douglas B is here to help. Trust in their knowledge and skills to guide you through the legal process and achieve the best possible outcome for your case.

Tortola Advisors, located at 2216 Abbott Martin Road in Nashville, Tennessee, is a finance institution with a focus on providing special situation advisory services, restructuring help, strategic planning, and general advisory services to a diverse range of clients including debtors, creditors, investors, and lenders. With a wealth of operational experience in both large and small businesses, Tortola Advisors is equipped to offer expert guidance and solutions to address complex financial challenges.

The Cap IV Group - Morgan Stanley is a finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, The Cap IV Group - Morgan Stanley provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, this institution is dedicated to providing top-notch services and expert guidance.

Bank of America Private Client Advisor Steven (Steve) D Mason is located at 222 2nd Avenue South in Nashville, Tennessee. Steven Mason is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, serving clients in Tennessee, Kentucky, and across the US. With over two decades of experience in banking, he specializes in connecting clients in the equestrian, sports, arts, and entertainment industries to global resources. Steven also offers strategic guidance to non-profit organizations and business owners. Working with a team of specialists, Steven provides tailored strategies in investment management, trust and estate planning, and credit and lending services for real estate, fine art, personal aircraft, and luxury yachts. He holds a B.S. from Western Kentucky University and an M.B.A. from Belmont University. Steven is actively involved in various community organizations and serves on several boards.

Diversified Trust is a leading finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. With a strong reputation for providing personalized wealth management and investment services, Diversified Trust offers a wide range of financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Trust Diversified Trust to provide expert guidance and support in navigating the complexities of the financial world.

Wallace CPA Firm is a leading accounting and finance institution located at 95 White Bridge Road in Nashville, Tennessee, United States. With a team of experienced and dedicated Certified Public Accountants, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our firm is committed to providing personalized and professional services to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

U.S. Bank's Wealth Management Banker, Phillip Fuqua, is a trusted financial advisor located at 3865 Lebanon Pike in Nashville, Tennessee. With a focus on providing personalized wealth management services, Phillip helps clients achieve their financial goals through strategic planning and investment solutions. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Phillip is dedicated to helping you navigate the complexities of the financial world. With U.S. Bank's reputation for excellence and Phillip's expertise in finance, you can trust that your financial future is in good hands.

Music City Financial is a premier finance institution located in the heart of Nashville, Tennessee. Situated at 30 Music Square West, our team of experienced professionals are dedicated to providing top-notch financial services to individuals and businesses in the music industry. Whether you are looking for assistance with investments, loans, or financial planning, Music City Financial is here to help. With a deep understanding of the unique needs and challenges of those in the music business, we strive to provide tailored solutions to help our clients achieve their financial goals. Trust Music City Financial to be your partner in financial success.

Frederick Dasso - Morgan Stanley is a prestigious finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team of experienced professionals at Frederick Dasso - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Frederick Dasso - Morgan Stanley is committed to providing expert guidance and support every step of the way.

Howe & Rusling is a finance institution located at 209 10th Avenue South in Nashville, Tennessee, United States. As a full-service wealth management firm, we offer services such as financial planning, investment management, estate planning, and tax strategy. Our approach is holistic and data-driven, focusing on optimizing your financial wellbeing. We work collaboratively with clients to create strategic roadmaps to help achieve their financial goals. Our team is dedicated to providing expert advice and guidance during life-changing events, ensuring our clients feel confident and empowered in their financial decisions. We believe in continuous improvement and strive to be better tomorrow than we are today. Our goal is to help clients invest in their future so they can focus on doing what they love. Visit us at Howe & Rusling and let us help you achieve financial success.

Guidant Business Advisers, LLC is a leading accounting and finance institution located at 1101 Kermit Drive in Nashville, Tennessee, United States. With a team of experienced professionals, they provide expert advice and strategic solutions to help businesses navigate the complexities of financial management. Whether you need assistance with tax planning, financial reporting, or investment strategies, Guidant Business Advisers, LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about their comprehensive services and personalized approach to financial consulting.

Advanced Business Consultants is a premier accounting and finance institution located at 162 4th Avenue North in Nashville, Tennessee. Our team of experienced professionals is dedicated to providing top-notch financial services to businesses of all sizes. From bookkeeping and tax preparation to financial analysis and strategic planning, we offer a comprehensive range of services to help our clients succeed. With a commitment to excellence and a track record of success, Advanced Business Consultants is the go-to destination for all your financial needs.

Accountfully is an accounting and finance institution located at 2008 21st Avenue South in Nashville, Tennessee, United States. We specialize in managing your books so you can focus on managing your business. Our services include tax planning and execution, simplifying processes to make them more efficient and scalable, and providing strategic support to help you make important growth decisions. Our dedicated accounting team works closely with clients to provide real-time data and consulting, giving them the confidence to make informed business decisions. At Accountfully, we create resources tailored to meet your unique business needs, ensuring that you have the support and expertise necessary to succeed.

Michie John J CPA is a reputable accounting and finance institution located at 2108 Westwood Avenue in Nashville, Tennessee, United States. With years of experience in the industry, Michie John J CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax compliance, financial reporting, or strategic planning, Michie John J CPA is here to help you achieve your financial goals.

RubinBrown is a leading accounting and finance institution located at 1201 Demonbreun Street in Nashville, Tennessee. Specializing in a wide range of services to meet both business and personal needs, RubinBrown's team of experienced professionals offer expert tax, strategic business consulting, audit services, and more. With a focus on providing tailored solutions for various industries, RubinBrown's professionals bring years of focused engagement and skills to navigate industry-specific challenges. The institution also provides valuable insights on emerging trends and industry-specific information through virtual and in-person events. RubinBrown LLP recently named Megan Knoblauch as Managing Partner of its Kansas City office, succeeding Todd Pleimann. The institution is dedicated to delivering totally satisfied clients and building personal relationships, ranking 36th on Inside Public Accounting’s The IPA Top 500 in 2023. RubinBrown offers a range of services including financial statement audits, public company services, mergers and acquisitions, business advisory services, tax services, financial planning, risk management, and corporate finance. Join RubinBrown in being your best for others and explore the available opportunities at the institution today.

Alford Andrew is a reputable institution located at 1600 Division Street in Nashville, Tennessee, United States. Specializing in accounting and finance, Alford Andrew offers a range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, the institution provides expert advice and solutions tailored to meet the unique needs of each client. Whether you need assistance with tax preparation, financial planning, or investment management, Alford Andrew is committed to providing top-notch service and expertise. Visit their office today to learn more about how they can help you achieve your financial goals.

Burkhalter & Associates, PC is a leading accounting and finance institution located at 2809 Columbine Place in Nashville, Tennessee, United States. Our team at TBG is dedicated to helping businesses and individuals grow and protect their assets through legal, business, and accounting expertise. Whether you are starting a new business or need assistance with managing your finances, our highly experienced professionals are here to guide you every step of the way. Clients have praised The Burkhalter Group for their professionalism and support in handling bookkeeping, payroll, taxes, and estate planning. We offer one-on-one guidance to create a comprehensive financial plan that manages risk, improves performance, and ensures the growth of your wealth. During tax season, our team will help you maximize deductions and navigate the ever-changing tax regulations to avoid overpaying.