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 or QBO*

*Payroll administration:

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

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.

Getting Started

Tax Preparation Process for Individuals

Discovery call
Begin with a preliminary discovery call, where we can explore our compatibility and determine needs. Based on this call, I will provide a fixed price quote for the services discussed.
Onboarding
Upon becoming a client, you'll receive an engagement letter electronically, as well as a 50% initial invoice. You'll also receive secure Intuit Link portal access to upload documents. The remaining 50% is due when your completed tax return is delivered.
Complete return or extension
After receiving your documents and questionnaire, I'll send any follow-up questions. We can either proceed to finish the return before April 15 or file an extension. You'll receive a link to your completed return and may schedule a review call if desired. E-file documents are sent once final payment is received.
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.

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