Tennessee Tax Services for Business & Individuals

Tennessee Tax Services for Business & Individuals

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LBMC has offered tax services for business and individuals since 1984.

We have the national accounting firm expertise and perspective you demand with the local accounting firm attention and responsiveness you deserve. LBMC provides many of Tennessee’s leading public and private businesses and high-wealth individuals with integrated tax solutions supported by proven expertise and depth of resources.

LBMC has a tax team of over 100 professionals with substantial experience supporting clients with complex tax needs. Your engagement team is selected based on depth of experience in your industry to give your management team comfort that the tax services we provide are relevant, accurate and timely. You will benefit from having one team to coordinate and integrate the tax provision and compliance functions.

Individual Tax Services    

For high-wealth families and individuals, LBMC wealth advisors team is uniquely qualified to handle even the most complex tax and wealth transfer issues.

  • Tax Planning and Compliance
  • Estate Planning and Wealth Transfer Strategies
  • Income and Retirement Planning

Business Tax Services (Specialty Tax, Tax Outsourcing and Sampling Services)

We will work closely with you to understand your business operations and identify tax issues and strategies necessary to meet your business goals. The complexity of income tax laws offer many opportunities for tax savings or tax deferrals. Because it is your right to employ every legitimate means to reduce your tax liability, we focus our tax services on insightful and timely tax planning advice.

If your business is growing, consolidating, relocating or expanding facilities, merging or acquiring, there may be significant opportunities for state and federal tax savings. LBMC’s experienced specialty tax team can help you uncover, identify, qualify, comply and realize the benefits of tax credits, research and development incentives for your business activities.

  • Accounting methods consulting
  • Accounts payable and receivable
  • ASC 740 accounting for income taxes assistance
  • Business succession planning
  • Cost segregation/fixed asset studies
  • Credits and Incentives
  • Disbursements
  • Family Business Services
  • FIN 48
  • Form 990/Schedule H
  • Income tax accounting services
  • Inventory analysis & valuation
  • Japanese Business Services
  • Joint venture planning
  • Manual journal entries
  • Meals and entertainment expenses
  • Medical claims
  • Payment reconciliation
  • Property tax studies
  • Qualified intermediary audits /voluntary compliance audits
  • Repair and maintenance accounts
  • Research and Development Credits
  • Sales Tax Outsourcing
  • State and Local Tax
  • State income tax reviews
  • Strategic tax planning
  • Tangible property regulations
  • Tax compliance
  • Tax credits and incentives
  • Tax department outsourcing
  • Tax due diligence and structuring
  • Tennessee Tax Audit Defense / Representation 
  • Transaction Advisory Services
  • Transfer Pricing
  • Work Opportunity Tax Credit (WOTC) 

Download K-1 Instructions

Click one of the links below to open the appropriate PDF file.

1120S K-1 Instructions

1065 K-1 Instructions

1041 K-1 Instructions

Upload Tax Documents and e-File Authorization Form

Follow the appropriate link below to upload tax documents & the e-file authorization form.

Brentwood Clients Upload Tax Documents

Knoxville Clients – Upload Tax Documents

Chattanooga Clients Upload Tax Documents