LBMC

Financial Services

Tax Services

LBMC is recognized as a leader in tax services. Let us show you why we are considered one of the best in the industry.

Read more below or contact us today via email or phone.

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Here's a list of our services:

  • Tax compliance assistance
  • Strategic tax planning
  • Assistance with IRS procedures and audits
  • Executive tax and compensation strategies
  • Accounting methods and periods
  • Ruling requests and opinion letters
  • Joint venture and partnership services

Our tax services include preparation of federal, state and local tax returns for corporations, partnerships, individuals, not-for-profit organizations, employee benefit plans, estates and trusts. Virtually all tax returns are prepared using what we consider to be the best available software, allowing for increased accuracy and reduced turnaround time.

  • Tax department outsourcing
  • FAS 109 assistance
  • Sarbanes-Oxley consulting
  • R&D tax credit studies
  • Cost segregation
  • Tax technology services
  • Process improvement reviews
  • Staffing assistance

It is critical to the business executive to have a clear understanding of the state and local tax burden before beginning business operations in any state, as well as governing the degree of business activity in said state. In addition, many businesses are unaware of economic and tax incentives available to them when expanding business operations. As a result, businesses often overpay these taxes.

Our services include, but are not limited to:

  • State income and franchise tax minimization
  • Sales and use tax consulting
  • Credit and incentives
  • Unclaimed property consulting and compliance
  • Nexus reviews
  • State and local tax controversy resolution
  • Ruling requests and opinion letters
  • Voluntary Disclosure Agreements
  • Compliance outsourcing

The complexity of income tax laws offers many opportunities for tax savings or tax deferrals. Because it is your right as a taxpayer to employ every legitimate means to reduce your tax liability, our Firm focuses its tax services on insightful and timely tax planning and advice.

  • Comprehensive financial planning
  • Compliance services
  • Estate, trust & gift tax consulting
  • Investment advisory services
  • Life insurance consulting
  • Family Office services
  • Business succession planning
  • Family wealth planning

  • Acquisition and due diligence services
  • Sell-side advice and assistance
  • Deal structure and analysis
  • M&A process optimization
  • Transaction costs analysis
  • Valuation services
  • Merger integration

LBMC can take care of your personal financial needs with tax services, estate planning and family office services. As the largest financial services firm in Tennessee, LBMC has a thorough understanding of your personal financial needs.
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Tax Services for Individuals:

  • Preparation of tax returns
  • Development of tax advantaged strategies to meet long-term family and personal goals
  • Planning for estate and wealth transfer
  • Development of gifting strategies
  • Assistance with qualified and non qualified retirement plans
  • Evaluation of tax impact of investments
  • Planning for changes in income tax laws
  • Assistance with tax projections and estimated tax payments
  • Consultation on wealth building strategies
  • Planning for retirement
  • Assistance with trusts and family limited partnerships

WE PROVIDE OUR CLIENTS a wide range of tax services and strategic support to keep them in compliance with regulatory authorities and assist them in making solid business decisions. Whether you need help with tax compliance, assistance with multi-state planning, or us to serve as your outsourced tax department, LBMC can provide the resources and expertise necessary to achieve your goals. Let us prove how solid advice and a dedicated team of professionals equal a winning strategy for you.

Our Primary Goal
We strive to provide our clients with the highest level of professional service at a reasonable cost. We measure our long-term success by the timeliness and thoroughness of our work, and by the value we deliver to our clients. We prove ourselves every day.

Extraordinary Competence
Our unique and diverse team of more than 45 professionals with proven industry expertise provides a wide range of innovative tax planning and practical strategies. We recognize that our technical expertise is of no benefit if you cannot meet with us on a regular basis. We are accessible to our clients - you will see and hear from us often.

Diverse Client Base
For over 20 years LBMC has advised many of Tennessee's most prominent companies and families. We also have substantial experience addressing the unique tax needs of public companies. Ask us. We'll give you the references.

Competitive Rate Structure
With a lower rate structure than the national firms, we provide "hands-on" involvement at the manager and partner levels and still keep your cost in line. The bottom line proves it.

Proven

LBMC is one of the fastest growing professional services organizations in the Southeast. This growth is due to our commitment to client service, and to the application of creative and practical approaches in meeting our clients' needs.

We welcome the opportunity to prove to you why LBMC is recognized as a leader in tax services. If you are ready to let us prove what we can do - just let us know. We'll put our team to work for you.