What makes us unique?
Not many financial planners can offer you qualified tax planning, and not may accountants can offer you qualified financial planning advice. As a full-service financial firm and as a registered public accounting firm, we are able to provide you with both qualified tax planning and qualified financial planning*.
We are committed to helping people pursue their financial goals. Not only do we offer a wide range of accounting and tax services, we also provide a wide variety of financial products to both individuals and business owners.
We prepare nearly 200 partnership and corporate tax returns, and around 1,000 individual income tax returns, including sole proprietorship schedules, each year. We do several estate and fiduciary tax returns, as well.
We stay in contact with many of our small business clients through-out the year by providing accounting and bookkeeping services. Such services include, but are not limited to, payroll tax and information return processing, sales tax returns, business tax returns, QuickBooks review, and monthly financial statements.
The firm has been serving the Bellevue and surrounding communities for more than 25 years. We have grown tremendously over the years and we hope that our growth continues. New business is always welcome to our family, and existing business is greatly appreciated.
We have been named as the favorite in the finance and money management category when readers were asked by The Tennessean (a local newspaper) to respond with their favorites. This award has encouraged us to do more for our clients and was a great honor to receive.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
*Investment and financial services are offered by Jim Durham through his affiliation with HD Vest.