Business Details
21 Years
experience
Trusted Accounting & Tax Services in Paris, TN
Sullivan & Greer CPAs is a full-service accounting and tax firm established in 2005, committed to delivering tailored financial solutions for individuals and businesses. Our team includes certified public accountants and experienced professionals with over 221 years of combined expertise in public and private accounting. We specialize in tax preparation, estate planning, business consulting, and payroll services, leveraging our deep industry knowledge to address complex financial needs.As QuickBooks Certified ProAdvisors, we integrate advanced accounting software support with personalized guidance. Our approach combines technical proficiency with a client-focused philosophy, ensuring comprehensive compliance and strategic financial growth. We prioritize transparency, ethical standards, and continuous education to maintain our reputation as trusted advisors in West Tennessee.
Services
Tax Preparation
Estate Planning
Payroll Processing
Business Tax Returns
QuickBooks Setup
Financial Consulting
Tax Resolution
Sales Tax Filing
Financial Planning
Accountants Review
Details
- Year established: 2005
Highlights and features
- We offer over 221 years of combined experience in public and private accounting.
- Our team includes certified public accountants and QuickBooks Certified ProAdvisors.
- We provide comprehensive tax resolution and compliance services for individuals and businesses.
- We specialize in personalized financial planning and estate planning strategies.
- We deliver tailored payroll processing and state tax return preparation services.
Associations and certifications
- QuickBooks Certified ProAdvisors
Services
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, trusts, and nonprofits, ensuring compliance with current regulations. Our expertise covers complex filings, including franchise and excise taxes. Clients receive strategic guidance to optimize deductions and minimize liabilities, supported by our CPAs and seasoned accountants dedicated to accurate, timely submissions.
Estate Planning
Our estate planning services help clients secure their financial legacy through trusts, wills, and tax-efficient strategies. We address estate tax implications, asset distribution, and legal requirements, working closely with legal partners to provide holistic solutions. This service ensures peace of mind for individuals and families navigating complex estate matters.
Payroll Processing
We manage end-to-end payroll processing, including wage calculations, tax withholdings, and quarterly reporting. Our team ensures compliance with federal and state regulations, handles payroll tax issues, and integrates with accounting software. This service saves businesses time while maintaining accuracy in employee compensation and tax filings.
QuickBooks Setup
As Certified ProAdvisors, we configure QuickBooks for businesses, ensuring tailored chart-of-accounts structures and reporting frameworks. Our setup services include training, workflow optimization, and troubleshooting, empowering clients to manage finances efficiently. This solution enhances accounting accuracy and streamlines financial operations for long-term success.
Business Consulting
We provide strategic consulting for business growth, financial planning, and tax compliance. Our CPAs analyze financial statements, recommend tax-saving opportunities, and guide operational decisions. This service supports entrepreneurs and established businesses in achieving profitability, regulatory compliance, and sustainable development through data-driven insights.
People
David E Sullivan
Partner
David E Sullivan co-founded Sullivan & Greer CPAs after a 32-year career in retail, wholesale, and manufacturing. He combines legal expertise with accounting acumen to serve individual and business clients. Active in multiple ventures, David prioritizes family, farming, and community engagement in his spare time.
Steve Greer
Partner, CPA
Steve Greer, a CPA since 2000 and practicing attorney since 1982, specializes in tax law for estates and trusts. He co-founded Sullivan & Greer CPAs after years of legal collaboration with David Sullivan. Steve serves on local boards and balances his practice with family and community commitments.
Ginger L. Caldwell
Accountant
Ginger Caldwell joined Sullivan & Greer CPAs in 2009, bringing prior public accounting experience. She focuses on bookkeeping and client support, emphasizing personalized service. Outside work, Ginger enjoys family time, pets, swimming, and outdoor activities in West Tennessee.
Tracy M Payne
Certified Public Accountant
Tracy Payne, a CPA licensed in multiple states, contributes expertise in taxation and financial reporting. She serves as Treasurer for the Paris-Henry County Arts Council and balances her career with creative hobbies like painting, yoga, and music. Tracy relocated to Tennessee for family business in 2015.
Questions
What services does Sullivan & Greer offer?
We provide tax preparation, estate planning, payroll processing, business consulting, QuickBooks support, and financial statement preparation for individuals and businesses.
Are your accountants certified?
Yes, our team includes certified public accountants (CPAs) and QuickBooks Certified ProAdvisors with expertise in tax and financial matters.
Do you serve businesses outside West Tennessee?
While our focus is West Tennessee, we may assist clients beyond the region through remote collaboration and digital tools.
What makes Sullivan & Greer unique?
With over 221 years of combined experience, we combine CPA expertise, personalized service, and QuickBooks certification to deliver comprehensive accounting solutions.
