Business Details
41 Years
experience
Trusted Accounting & Tax Services in Knoxville, TN
At Novinger Ball & Zivi, we prioritize client success through collaborative relationships and technical excellence. With over four decades of experience, our team delivers personalized accounting, tax, and wealth management solutions tailored to businesses and individuals. As a BDO Alliance member, we combine global resources with local expertise to address complex financial challenges. Our team approach ensures clients receive comprehensive insights from partners, managers, and specialists working in unison. We emphasize responsiveness, deep client understanding, and continuous professional development to maintain technical proficiency.Our entrepreneurial perspective aids business owners in navigating growth challenges while upholding strict integrity standards. We provide tailored financial statement preparation, tax planning, and investment advisory services through NBZ Investment Advisors, LLC. Our compilation and review services offer stakeholders confidence in financial reporting accuracy. Bookkeeping and accounting clean-up services support business operations with precision and flexibility. We maintain fiduciary responsibility in all client interactions, prioritizing long-term financial security over transactional relationships.
Services
Accounting Services
Tax Preparation
Wealth Management
Financial Statement Review
IRS Representation
Business Consulting
Investment Advisory
Bookkeeping
Succession Planning
Estate Planning
Details
- Year established: 1985
Highlights and features
- We implement a team approach with partners, managers, and specialists collaborating on client matters
- Our 40+ years of experience ensures deep understanding of evolving tax regulations
- BDO Alliance membership provides access to global accounting resources
- We maintain fiduciary responsibility as registered investment advisors
- Entrepreneurial team understands business owners' operational challenges
Associations and certifications
- BDO Alliance
What people say
Integral part of our business
Partner to company's success
Thoughtful tax burden reduction
Personalized staff attention
Trustworthy accounting advice
Services
Accounting Services
Our accounting services provide accurate financial reporting and strategic business insights. We offer compilation and review engagements that ensure regulatory compliance while identifying growth opportunities. Our QuickBooks ProAdvisors support in-house accounting teams with software optimization.
Tax Preparation
We deliver comprehensive tax preparation for businesses and individuals, focusing on accuracy and compliance. Our proactive approach identifies year-round tax-saving opportunities while maintaining full regulatory adherence for federal, state, and local filings.
Wealth Management
Through NBZ Investment Advisors, LLC, we offer holistic wealth management services. Our fiduciary advisors create customized investment strategies aligned with clients' long-term goals, risk tolerance, and tax situations using 25+ years of market expertise.
Business Consulting
Our business consulting services address entity formation, succession planning, and transaction advisory. We provide operational guidance for business lifecycle events while leveraging our entrepreneurial experience to solve complex challenges.
IRS Representation
We offer professional IRS representation for tax notices and disputes. Our certified professionals handle correspondence and negotiations with tax authorities, ensuring proper resolution of compliance issues while protecting client interests.
People
Cindy Newland
Senior Accountant
Experienced accounting professional with specialized expertise in financial reporting and tax compliance. Provides strategic financial guidance to closely held businesses and high-net-worth individuals.
Brad Stooksbury
Partner
Certified Public Accountant with leadership responsibility for client service delivery. Focuses on building long-term client relationships through technical excellence and proactive financial advisory services.
Rick Zivi
Partner
Experienced CPA providing strategic accounting and tax advisory services. Specializes in serving professional services firms and medical practices with complex financial needs.
Shannon Taylor
Partner
Certified Public Accountant with deep expertise in business consulting and wealth management. Advises entrepreneurs on succession planning and tax-efficient business transitions.
Terry Hall
Partner
Senior accounting professional with specialized knowledge in audit services and financial statement analysis. Provides technical oversight for assurance engagements and regulatory compliance.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including financial statement preparation, bookkeeping, and tax compliance tailored to small business needs.
Do you specialize in any particular industries?
We focus on closely held businesses, medical practices, professional services firms, and high-net-worth individuals.
How does your team approach tax planning?
Our proactive tax planning combines regulatory expertise with personalized strategies to optimize year-round tax efficiency.
What wealth management services are available?
Through NBZ Investment Advisors, LLC, we offer customized investment planning aligned with long-term financial goals and risk tolerance.
Are you available for urgent accounting matters?
We prioritize client needs with responsive service, though we don't offer 24/7 emergency support.
How do you stay current with tax law changes?
Our team maintains technical proficiency through continuing education and BDO Alliance resources.
