Business Details
35 Years
experience
Your Trusted Accounting Partner in Knoxville
Founded in 1991, we provide premier tax, accounting, consulting, and estate planning solutions to businesses and individuals across the Southeast. Our primary focus has always been customer service, offering services that extend beyond traditional accounting roles. We are innovative and forward-thinking, combining traditional accounting expertise with exceptional value-added services. Our growth and success reflect the growth of our clients, whom we help maintain financial viability while proactively achieving future goals.With decades of combined experience, our team of certified professionals delivers strategic tax planning, business advisory services, and personalized financial solutions. We pride ourselves on being a trusted partner in our clients' success, maintaining high standards of excellence and professionalism. Our deep roots in Knoxville's business community and commitment to client satisfaction have earned us respect and recognition in the financial sector.
Services
Tax Preparation
Financial Planning
Business Accounting
QuickBooks Setup
Business Valuation
Estate Planning
IRS Audit Representation
Payroll Services
Details
- Year established: 1991
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to client needs.
- We deliver comprehensive services including tax relief and business valuation.
- Our Knoxville-based team understands local business and tax environments.
- We guarantee free consultations to assess and address client requirements.
What people say
Expert tax guidance
Personalized financial strategies
Knowledgeable team
Effective IRS solutions
Long-term partnerships
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies all eligible deductions and credits to minimize tax liability. With expertise in complex tax scenarios, we handle audits, back taxes, and payment plans for clients facing IRS challenges.
Financial Planning
Our financial planning services help clients achieve long-term goals through strategic investment and retirement planning. We analyze current financial status, develop customized roadmaps, and provide ongoing portfolio reviews. Specialized expertise includes Roth IRA conversions, estate tax strategies, and risk assessment for retirement income.
Business Accounting
We offer full-service business accounting solutions including payroll, bookkeeping, and cash flow management. Our services support small businesses with budget forecasting, tax compliance, and financial reporting. We also provide outsourced CFO services and internal control implementation for fraud prevention.
QuickBooks Setup
Our QuickBooks Pro Advisors help businesses implement and optimize accounting software systems. We handle initial setup, chart of accounts creation, and staff training. The service includes ongoing support for system maintenance, transaction entry, and integration with tax preparation processes.
Business Valuation
We conduct detailed business valuations using recognized methodologies for mergers, acquisitions, and legal proceedings. Our analysis covers financial history, market position, and intangible assets. The service includes comprehensive reporting for estate planning, shareholder disputes, and investor reporting requirements.
People
K. Ray Pinkstaff
Senior Partner
Founder with 40+ years of experience in taxation, specializing in estate planning and IRS dispute resolution. Graduate of University of Tennessee with dual degrees in accounting and law. Active in local civic organizations and sports coaching.
Jackie L. Simpson
Senior Partner
Co-founder specializing in tax compliance for automobile dealerships and medical practices. Over 35 years of experience with a focus on retirement planning and financial strategies for high-net-worth individuals. Active in professional accounting organizations.
Scott L. Headrick
Senior Partner
Focuses on talent acquisition and tax advisory services since joining in 1996. Expertise in construction industry accounting and cost segregation analysis. Manages internal operations and client workflow optimization for the firm.
Anna M. Lavoi
Partner
Certified estate planning specialist with 30+ years of experience. Provides strategic lifetime financial planning and tax research expertise. Graduated with honors from University of Tennessee with advanced tax specialization.
Brandon R. Leffew
Partner
Tax planning expert focusing on real estate and automotive sectors. Specializes in business compliance and strategic tax opportunities in dynamic economic environments. Active in local community and sports organizations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and outsourced CFO services tailored to small business needs.
How can you help with IRS tax problems?
Our team offers IRS audit representation, back tax resolution, payment plans, and lien/levy removal services with discretion and expertise.
Do you provide QuickBooks training and support?
Yes, we offer QuickBooks setup, training, and ongoing support including system optimization and transaction management assistance.
What estate planning services are available?
Our certified specialists provide trust creation, gift tax strategies, and comprehensive estate plans to preserve wealth across generations.
How do you handle business valuations?
We use industry-standard methodologies to assess tangible and intangible assets, providing detailed reports for mergers, acquisitions, or legal proceedings.
Can I get a free consultation?
Yes, we offer free initial consultations to evaluate your specific needs and determine the best service approach.
