Tax Services

Where Expertise and Accessibility Coexist

As Tennessee’s premiere accounting experts, we pride ourselves on picking up where other firms leave off. We offer the same level of national expertise and experience as the biggest firms in the country, but with unexpected accessibility. We prioritize service and responsiveness in a way characteristic of a much smaller firm, but backed by deep industry knowledge. That’s because with LBMC, you don’t have to choose between quality and warmth — you get the best of both worlds.

Our experienced team provides integrated tax solutions to leading public and private businesses and high-wealth individuals in Tennessee and across the country. You’ll work with a carefully selected engagement team that has familiarity with your specific industry or unique family situation, ensuring you’re supported by professionals who understand your complex tax needs.

 

Where Expertise and Accessibility Coexist

 

Our experienced team provides integrated tax solutions to leading public and private businesses and high-wealth individuals in Tennessee and across the country. You’ll work with a carefully selected engagement team that has familiarity with your specific industry or unique family situation, ensuring you’re supported by professionals who understand your complex tax needs.

We tailor our audit approach to the needs and characteristics of each client and invest time to become familiar with each client’s business and accounting systems.

Preparation and PlanningPreparation & Planning: LBMC’s service model begins with detailed planning and agreed to timelines to ensure that deadlines and expectations are met. LBMC commits to meeting with our clients on a monthly or quarterly basis.
CollaborationCollaboration: The LBMC tax team partners with you as an extension of your own internal resources, acting as not merely a service team, but as an advisor to the operation of your enterprise or family.
ResponsivenessResponsiveness: As an extension of your internal resources, the LBMC tax teams are committed to providing timely and accurate solutions and are able to pivot quickly to meet the needs of your business or family.
Federal Business Tax

Federal Business

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 offers 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.

Learn more about Federal Business Tax Services.

State and Local Tax

Small Business Accounting Services

While the primary focus of emerging and growth business leaders should be on growing the business and satisfying customers, many find themselves spending precious time and resources on time-consuming and complicated administrative functions. These businesses often benefit from assistance with back-office functions, such as accounting and payroll, receiving accurate and timely financial information they need, and having their administrative functions performed in a cost-effective manner. We specialize in performing these accounting and payroll services and in consulting to improve these processes and enhance financial system capabilities.

Small Business Accounting Services

Credits & Incentives

Credits & Incentives

To attract and retain growing businesses, state and local governments provide valuable economic incentives such as grants, tax credits, abatements and more. When your company expands, makes capital investments or adds new jobs, LBMC in partnership with McGuire Sponsel will guide you through the economic incentives process. Whether your company is opening a new location, relocating or expanding an existing facility, the LBMC/McGuire Sponsel team can drive value from investment and growth.

Learn more about Credits & Incentives Services.

Research and Development Credits

The research and development tax credit (commonly referred to as the R&D Tax Credit) practice conducts retroactive studies, current year engagements, and risk advisory services. Our professionals combine an understanding of tax law with engineering disciplines to maximize companies’ research credits and reduce their overall tax burdens. Your organization will be provided documentation to withstand the highest level of IRS and state tax authority scrutiny.

Learn more about Research and Development Credits.

International Tax

International Tax

Multinational companies and those considering expansion overseas face a growing number of international tax planning and compliance challenges. It can be nearly impossible to keep up with all the changing regulatory, legislative and tax requirements. Multinational businesses in real estate investment, distribution and manufacturing, technology and many other sectors can turn to our experienced team.

Learn more about International Tax Services.

Individual Tax

Individual

Historically, wealth was largely passed down from generation to generation. However, today we see wealth created in many ways and an increased need for professional assistance in the management of complex financial affairs for wealthy individuals, corporate executives and families.  The LBMC Wealth Advisors team has significant experience in accounting & tax services, estate and trust matters, executive compensation planning, investment services, and philanthropic issues.

Learn more about Individual Tax Services.

Preparation of Tax Returns

Preparation of Tax Returns

Our tax services include the preparation of federal, state and local tax returns for corporations, partnerships, individuals, private equity funded organizations, employee benefit plans, estates and trusts. Virtually all tax returns are prepared using what we consider to be the best available technology, allowing for increased accuracy and reduced turnaround time.

Tax Planning & Advisory

Tax Planning & Advisory

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.

Business Tax Services

  • Tax Planning and Compliance
  • Tax Strategies
  • Audit Defense and Controversy Resolution
  • Executive Tax and Compensation Strategies
  • Joint Ventures
  • Acquisition and Due Diligence Services
  • M&A Structure Analysis and Integration
  • Valuation Services
  • Cost Segregation
Business Tax Services

State & Local Tax Services

  • State Income and Franchise Tax
  • Sales and Use Tax Consulting
  • Tax Credits and Incentives
  • Property Tax
  • Nexus Reviews
  • State and Local Tax Controversy Resolution
  • Voluntary Disclosure Agreements
  • Compliance Outsourcing
State & Local Tax Services

Tennessee Tax CPA Firm Locations

Who is LBMC?

Initially founded as a traditional accounting firm in 1984, LBMC has become the largest professional services solutions provider in Tennessee. Beyond our tax, audit and advisory services, we’ve become industry leaders in accounting and finance, human resources and recruiting, technology, risk and information security, procurement, and wealth advisory services for both businesses and individuals. We can be your one-stop-shop for all your business needs.

We primarily work with the following companies and industries:

  • Healthcare
  • Manufacturing service companies
  • Middle market companies
  • Private equity groups
  • Technology companies

Tennessee Tax CPAs and Accountants

As the top Tennessee-based CPA firm, we believe our tax accountants have the knowledge, qualifications, and expertise to offer the highest level of service available at a superior value. If you desire an accounting firm that has an experienced and responsive service team skilled in tax compliance and tax transactional structuring, and experience working with complex businesses with multi-state operations, then LBMC is the firm for you.

Our History


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Learn about our history from two of our founders.

LBMC’s Team of Tennessee Tax CPAs and Advisors

Link to John Tennessee Tax Firm

John Bailes

Shareholder, Tax and Accounting

phone icon email icon Knoxville
phone icon email icon Knoxville
Link to Kyle Tennessee Tax Firm

Kyle Baldwin

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Bruce Tennessee Tax Firm

Bruce Beck

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Paul Tennessee Tax Firm

Paul Burris

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Ben Tennessee Tax Firm

Ben Carver

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Jonathan Tennessee Tax Firm

Jonathan Cooke

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Melissa Tennessee Tax Firm

Melissa Cothran

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Jeff Tennessee Tax Firm

Jeff Drummonds

Shareholder, LBMC, PC

phone icon email icon Nashville
phone icon email icon Nashville
Link to Jay Tennessee Tax Firm

Jay Hancock

Shareholder, Practice Leader State and Local Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Blake Tennessee Tax Firm

Blake Harrison

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Nicole Tennessee Tax Firm

Nicole Jeppesen

Chattanooga Market Leader, Shareholder, Tax

phone icon email icon Chattanooga
phone icon email icon Chattanooga
Link to April Tennessee Tax Firm

April Mitchell

Shareholder, Tax

phone icon email icon Knoxville Nashville
phone icon email icon Knoxville Nashville
Link to Jayme Tennessee Tax Firm

Jayme Parmakian

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Sid Tennessee Tax Firm

Sid Pilson

Director, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Tim Tennessee Tax Firm

Tim Sturm

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Jeff Tennessee Tax Firm

Jeff Talley

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Chuck Tennessee Tax Firm

Chuck Tomlin

Shareholder, Tax

phone icon email icon Chattanooga Nashville
phone icon email icon Chattanooga Nashville
Link to Amy Tennessee Tax Firm

Amy Van Buren

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville
Link to Art Tennessee Tax Firm

Art Van Buren

Shareholder, Tax

phone icon email icon Nashville
phone icon email icon Nashville

Better
Connections

We’re happy to answer any questions you may have. Please send us an email using the form and one of our professionals will get back to you promptly.

Headquarters (Nashville, TN):
201 Franklin Road
Brentwood, TN 37027

Mailing Address:
P.O. Box 1869
Brentwood, TN 37024-1869

Phone: 615-377-4600

Office Hours: 8am-5pm, Monday-Friday

Charlotte, NC:
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273
704-846-6750

Chattanooga, TN:
605 Chestnut Street
Chattanooga, TN 37450
423-756-6585

Knoxville, TN:
2095 Lakeside Centre Way
Knoxville, TN 37922
865-691-9000

Complete this form to have an LBMC expert contact you.

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