Focus on What You Love, We'll Handle the Rest

Empowering Small Businesses & Individuals with Tax, Advisory and Accounting Services

How We Can Help

Our Services

Experience personalized and transparent tax, advisory and accounting solutions with our firm's services. We specialize in fixed, value-based pricing (billed either monthly or twice per year) for both individual and business clients, tailoring our rates to match the specific services you require. Trust us to provide comprehensive and flexible solutions that prioritize your financial goals.

Tax Preparation & Advisory Services

Business and Individual Tax Return Preparation
Post-preparation Discussion
Year-End Planning Call
Year-Round Email Support

Small Business Accounting & Advisory Services

Tax Preparation and Planning
Quarterly Consultations and Advisory Services
Quickbooks Reporting and Support
Payroll Administration through Gusto*

*Payroll adminstration:

Available as an additional service. Please contact us for pricing.

Getting Started

Tax Preparation Process for Individuals

Discovery call
Begin with a preliminary discovery call, where we can explore our compatibility and determine needs.
Onboarding
Once you've officially become a client, you will receive an engagement letter. As part of our standard onboarding process, we request an initial payment of 50% of the fee upfront. The remaining 50% is due upon the delivery of your completed tax return. You will also be provided with secure client portal login credentials to facilitate document uploads.
Extension Preparation
To assist with workflow, ensure a thorough review of your tax return and accommodate the late arrival of documents such as 1099s and K-1s, we typically file tax return extensions. However, we remain open to discussing an alternative filing date if you prefer to file by April 15th. We will keep you informed about the expected completion date.
Discuss Completed return
Once your tax return is finalized, we will notify you via email. You will receive a link to access your completed return, and if you wish, you can schedule a consultation with me to address any questions or concerns.
Payment
The final step involves settling the remaining balance. We will then proceed to e-file your return whenever possible, and furnish you with confirmation of IRS receipt.
Optional Tax Planning
As part of our service, we offer the opportunity to schedule a year-end planning call starting in early November. This allows us to discuss potential changes, provide valuable tax advice, and address your specific requirements for the upcoming tax season.

Nashville CPA, Nationwide Service

About the Firm

We are a small accounting firm servicing small businesses and individuals nationwide. We are focused on providing solutions that will save you money, reduce tax time stress and allow you to focus on what you love. We offer a (billed either monthly or twice per year) so there are no unexpected costs.

Rachel Ellis is a Certified Public Accountant licensed in the states of TN and AL (inactive). With over 12 years of experience, she has been providing expert advice to both business and individual clients, along with comprehensive tax preparation services. She has a Masters of Accountancy from Auburn University and a B.S. in Finance from the University of Colorado. She is a loving wife, mother of three, and disciple of Jesus. She has been living in Franklin, Tennessee since 2016 and enjoys hiking, boxing, time with family, and long walks on the beach.

Rachel Ellis, CPA

Schedule a Session

Discovery Call

If you are interested in learning more about our services and how we can help you as a client, please schedule an initial 20-minute call. We will call you at the scheduled time.

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