Business Details
Trusted Memphis Accounting Firm for Tax & Financial Services
For decades, Rowland & Carter has provided personalized financial guidance to individuals and businesses in Memphis and beyond. Our expertise spans tax management, accounting, audits, financial statements, and strategic planning. By combining deep industry knowledge with a commitment to personalized service, we ensure every client receives tailored analysis and attention. Our mission focuses on maintaining financial viability for clients while proactively addressing future goals through open communication and sound analysis. With a reputation built on excellence and professionalism, we serve as a trusted partner for tax compliance, financial planning, and business advisory needs.
Services
Tax Preparation
IRS Audit Representation
Estate Planning
Payroll Services
Bookkeeping
Business Valuation
Financial Planning
Internal Controls
Tax Relief
Audit Services
Highlights and features
- We offer 40+ years of combined CPA experience in tax and accounting.
- Our team provides IRS audit representation and tax relief solutions.
- Customized financial planning for businesses and high-net-worth individuals.
- Specialized industry expertise for construction, healthcare, and law firms.
- Year-round advisory services beyond standard tax preparation.
What people say
Leading firms
Personal attention
Professional
Quality service
Responsive
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, maximizing deductions while ensuring compliance. Our CPAs handle complex returns for high-net-worth clients and corporations. We specialize in minimizing tax liability through strategic planning.
IRS Audit Representation
Expert representation during IRS audits with proven strategies to resolve tax disputes. We handle back taxes, liens, levies, and payment plans. Our team negotiates offers in compromise to reduce tax debt burdens.
Estate Planning
Custom estate plans including trusts, wills, and tax strategies for asset protection. We coordinate with attorneys to ensure smooth wealth transfer while minimizing estate taxes. Periodic reviews adapt plans to changing family dynamics.
Payroll Services
Full-service payroll processing with tax compliance and reporting. We handle direct deposits, W-2s, and state/federal filings. Our systems ensure accurate employee payments and timely tax remittances.
Business Valuation
Accurate business valuations for mergers, acquisitions, or succession planning. We analyze financial statements, market position, and growth potential. Our certified valuations support strategic decision-making and financing needs.
People
Julian Malone
Managing Partner
With 25+ years in public accounting, Julian specializes in tax strategy for law firms and healthcare providers. He holds a CPA license and focuses on optimizing business structures for tax efficiency.
R. Keith Belote
CPA
R. Keith brings expertise in audit services and financial reporting for manufacturing companies. His 20-year career includes guiding startups through initial public offerings and compliance frameworks.
Patrick Blair
CPA
Patrick specializes in nonprofit organization accounting and tax-exempt compliance. He has restructured financial operations for 50+ nonprofits, improving grant management and reporting accuracy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, and tax compliance services tailored to small businesses. Our outsourced CFO options support cash flow management and growth planning.
Do you handle IRS tax problems?
Yes, we specialize in IRS audit defense, back tax resolution, and payment plan negotiations. Our team has resolved over $10M in tax liabilities for clients since 2005.
How can you help with estate planning?
We develop comprehensive estate plans including trusts, wills, and tax strategies. Our CPAs collaborate with legal professionals to ensure asset protection and efficient wealth transfer.
What industries do you specialize in?
We focus on construction, healthcare, law firms, hospitality, and manufacturing. Our industry-specific knowledge addresses unique tax challenges in these sectors.
Are you available year-round for financial advice?
Yes, we provide ongoing advisory services beyond tax season, including quarterly planning sessions and real-time consultation for business decisions.