Business Details
19 Years
experience
Your Trusted Accounting Partner in Greenville, SC
At Nason Accounting, we prioritize empowering clients through proactive accounting solutions that align with long-term financial goals. With over two decades of combined expertise, our team delivers comprehensive services including tax planning, bookkeeping, and consulting for businesses, professional athletes, and individuals. We specialize in minimizing tax liabilities, optimizing financial processes, and providing tailored strategies that enhance net worth.Our commitment to exceptional customer service ensures seamless document management via a secure 24/7 portal, while our local and regional focus extends to Greenville and the broader Southeast. As a firm built on integrity and innovation, we strive to be a trusted partner in navigating complex financial landscapes.
Services
Tax Planning
Tax Preparation
Bookkeeping
QuickBooks
Professional Athletes
Details
- Year established: 2007
Highlights and features
- We offer decades of experience in accounting and tax services for diverse industries.
- Our proactive approach identifies tax-saving opportunities throughout the year.
- Secure 24/7 online portal for document access and tax preparation convenience.
- Certified professionals, including CPAs and QuickBooks Certified Pro Advisors.
- Specialized services for small businesses, professional athletes, and entrepreneurs.
What people say
Key part of the team
Professional, ethical, and efficient
Thorough, timely, friendly associates
Peace of mind is well worth
Highly recommend for accounting needs
Services
Tax Planning
Our tax planning services minimize liabilities by creating customized strategies aligned with your financial goals. We analyze assets, income streams, and business structures to optimize tax savings while ensuring compliance. Clients benefit from year-round advisory support to adapt strategies as regulations evolve.
Tax Preparation
We handle federal, state, and local tax filings for individuals and businesses, including estates, corporations, and partnerships. Our proactive approach ensures accurate submissions, maximized deductions, and timely compliance with evolving tax laws.
Bookkeeping
Outsource your accounting needs to our team for complete bookkeeping solutions, including profit-and-loss statements, balance sheets, and bank reconciliations. We offer flexible options to suit your involvement level and ensure reliable financial data.
QuickBooks
QuickBooks training and support services help clients efficiently manage accounting tasks. Our certified advisors provide on-site or remote guidance for setup, cleanups, daily operations, and budgeting tailored to your business needs.
Professional Athletes
Specialized tax and financial planning for athletes and entertainers, addressing multi-state and international taxation, residency strategies, and wealth management. We coordinate with external advisors to ensure holistic financial security.
People
Lisa Nason
Managing Shareholder
Lisa has 25+ years in tax and accounting, previously at KPMG and Deloitte. She holds a Masters in Accounting from Clemson and is a licensed CPA in NC and SC.
Vickie McKee
Office Manager
Vickie has 25 years of office management experience and serves as the welcoming face of Nason Accounting. She is a SC Notary and enjoys community involvement.
Beth Love
CPA
Beth specializes in individual tax returns with 18 years in public accounting. She is a SC-licensed CPA and holds advanced degrees in taxation and business.
Josh Capps
Shareholder
Josh focuses on business compliance and tax planning. He graduated from UNC-Asheville and brings expertise in strategic tax solutions for growing businesses.
Dana Eudy
Staff Accountant
Dana has 10 years of accounting experience and graduated from Lander University. She supports clients with accurate financial reporting and tax preparation.
Questions
What accounting services does Nason Accounting offer?
We provide tax planning, preparation, bookkeeping, QuickBooks support, and specialized services for professional athletes and businesses.
Do you serve clients outside Greenville, SC?
Yes, we serve businesses locally in the Upstate and throughout the Southeast United States.
How does Nason Accounting handle tax planning?
We create personalized strategies to minimize tax liabilities year-round, adapting to regulatory changes and client goals.
Are your team members certified professionals?
Yes, our team includes CPAs, QuickBooks Certified Pro Advisors, and experienced accountants with diverse industry expertise.
Can I access my documents online?
Yes, we offer a secure 24/7 portal for document sharing, tax filing, and financial information management.
