--- title: "Tax" url: "https://www.lbmc.com/services/tax/" description: "LBMC provides tax services for businesses and individuals, from federal and state to international tax solutions." site: "LBMC" type: "Page" published: "2025-11-14" updated: "2026-08-31" --- LBMC’S TAX TEAM National Tax Expertise, Personal Attention [FIND A CPA ADVISOR](https://www.lbmc.com/services/tax/#taxcpas) # Tax Services ### Insight, Strategy, and Support for Every Tax Need Taxes touch every part of your financial picture. LBMC’s experienced tax professionals help businesses and individuals plan strategically, stay compliant, and make confident financial decisions. From complex business structures to personal returns, our team provides clarity in an ever-changing tax environment. From federal and state tax planning to international, private client, and specialty tax services, we deliver practical solutions tailored to your organization, your industry, and your long-term goals. ## How We Help LBMC’s tax professionals work closely with clients to simplify complexity and uncover opportunities for savings and compliance. We help you: - Navigate federal, state, and international tax requirements with confidence. - Develop proactive tax strategies that reduce risk and improve outcomes. - Manage compliance efficiently with technology-driven preparation and filing. - Identify credits and incentives that benefit your business and operations. - Plan for the future through integrated business and personal tax strategies. ### Questions About Tax Services? Whether you’re planning for growth, preparing for tax season, or navigating complex regulations, our team helps you find the right tax strategy for your situation. Request a Consultation ## Find the Right Tax Solution ### [Federal Business Tax](https://www.lbmc.com/services/tax/federal-business-tax/) Strategic tax planning and compliance for businesses navigating growth, transactions, and evolving federal tax requirements. ### [State and Local Tax](https://www.lbmc.com/services/tax/state-local-tax/) Helping organizations manage multi-state tax obligations, reduce risk, and identify planning opportunities. ### [Credits & Incentives](https://www.lbmc.com/services/tax/credits-incentives/) Helping businesses identify tax credits, grants, and economic incentives tied to growth and investment. ### [Research and Development Credits](https://www.lbmc.com/services/tax/research-development/) Helping innovative businesses identify and maximize available R&D Tax Credits. ### [International Tax](https://www.lbmc.com/services/tax/international-tax/) Cross-border tax planning and compliance for organizations operating globally. ### [Individual & Private Client Tax](https://www.lbmc.com/services/tax/individual-tax/) Personalized tax planning for business owners, executives, high-net-worth individuals, families, trusts, and estates. ### Tax Solutions Built Around Your Goals Whether you’re managing complex regulations, planning for growth, or exploring new opportunities, LBMC delivers practical tax strategies that move you forward with confidence. Talk to an Expert ## Industries We Serve Our Tax Services team works with businesses and individuals across a wide range of industries, delivering customized strategies to meet unique tax and compliance needs. Whether you’re managing multi-state operations, planning for growth, or navigating complex regulations, we provide the insight and flexibility to support your goals — with industry-specific experience and a practical, results-driven approach. #### All Industries We Serve - [Government and Not-for-Profit](https://www.lbmc.com/industries/government/) - [Healthcare](https://www.lbmc.com/industries/healthcare/) - [Manufacturing and Distribution](https://www.lbmc.com/industries/manufacturing-distribution/) - [Private Equity](https://www.lbmc.com/industries/private-equity/) - [Real Estate and Construction](https://www.lbmc.com/industries/real-estate-construction/) - [Technology and SaaS](https://www.lbmc.com/industries/technology/) [Explore All Industries](https://www.lbmc.com/industries/) ### Local Expertise, Wherever You Are With offices in [Chattanooga](https://www.lbmc.com/locations/chattanooga/), [Memphis](https://www.lbmc.com/locations/memphis/), [Louisville](https://www.lbmc.com/locations/louisville/), [Nashville](https://www.lbmc.com/locations/nashville/), [Knoxville](https://www.lbmc.com/locations/knoxville/), [Philadelphia](https://www.lbmc.com/locations/philadelphia/), and [Charlotte](https://www.lbmc.com/locations/charlotte/), plus remote offices, LBMC partners with businesses across the region and beyond. [Find an office near you.](https://www.lbmc.com/locations/) ## Why Choose LBMC LBMC is one of the Southeast’s leading tax firms, combining decades of experience with personalized service and innovative technology. Our team provides integrated tax solutions for public and private businesses, as well as high-net-worth individuals across Tennessee and beyond. Every engagement is led by professionals who understand your industry and your unique tax needs. Our clients value us for the way we work — bringing together expertise, accessibility, and a genuine commitment to long-term partnership. ### What Sets Us Apart - Deep industry knowledge across business and individual tax areas. - Proven expertise in multi-state and complex tax planning. - Integrated services that connect tax with accounting, audit, and related specialties. - Regional presence with national reach. - A consistent focus on responsiveness, collaboration, and integrity. ### Our Three Pillars of Service - **Preparation & Planning:** We start with clear timelines and thoughtful preparation to ensure expectations are met and deadlines stay on track. Regular check-ins — monthly or quarterly — keep communication proactive and transparent. - **Collaboration:** We act as an extension of your internal team, offering strategic insight that goes beyond compliance. - **Responsiveness:** We deliver timely, accurate solutions and adapt quickly to meet your changing needs, whether for your business or family. ![testimonial](https://www.lbmc.com/wp-content/uploads/2025/08/testimonial-icon.png) When we advise our clients, we’re providing more than just information; we’re bringing perspective. We understand what it’s like to be an entrepreneur, and we know that you need more than an accountant. You need an advisor who brings fresh ideas to the table and helps you make the right decisions. Our clients value us because we bring that perspective every day. Neil Zinser, Shareholder ## Client Resources ### Upload Documents to Sharefile - [Brentwood](https://lbmc.sharefile.com/f/fo031e1f-0f07-48d3-a921-5b8cc2df09f5) - [Chattanooga](https://lbmc.sharefile.com/f/foce5f52-85aa-40cd-b6aa-884591833945) - [Knoxville](https://lbmc.sharefile.com/f/fo14a501-a5f7-48f0-9318-4d129f05a439) ### Download K-1 Instructions - [1120S K-1 Instructions](https://www.irs.gov/pub/irs-pdf/i1120ssk.pdf) (PDF) - [1065 K-1 Instructions](https://www.irs.gov/pub/irs-pdf/i1065sk1.pdf) (PDF) - [1041 K-1 Instructions](https://www.irs.gov/pub/irs-pdf/i1041sk1.pdf) (PDF) ### Questions About Our Services? Whether you’re navigating change, planning for growth, or addressing operational challenges, our team helps you determine the right strategy for your business. Request a Consultation ## Tax Law Change Center Tax laws change frequently, affecting businesses, individuals, and investors alike. Explore LBMC’s collection of tax law updates covering major federal and state legislation, IRS guidance, and regulatory developments to better understand how changing tax rules may impact your planning decisions. - **[Section 45F: The Employer-Provided Child Care Tax Credit](https://www.lbmc.com/employer-provided-child-care-tax-credit/)** For employers looking for ways to support working parents, recent changes to the federal Employer-Provided Child Care Credit under Section 45F of the Internal Revenue Code create a significant new opportunity. - [**One Big Beautiful Bill Act: Key Tax Changes in 2025**](https://www.lbmc.com/blog/2025-one-big-beautiful-bill-obbb/) Trump’s 2025 One Big Beautiful Bill overhauls tax laws for individuals, businesses, and international transactions. Review the key provisions and planning considerations. - [**Comparing Key Proposed Tax Changes in the OBBB**](https://www.lbmc.com/blog/tax-changes-obbb/) Review the similarities and differences between House and Senate tax proposals affecting business taxation, bonus depreciation, research expenditures, and international tax. - [**One Big, Beautiful Bill (OBBB) for the Manufacturing Sector**](https://www.lbmc.com/blog/one-big-beautiful-bill/) Explore how the One Big, Beautiful Bill could reshape tax policy affecting manufacturers, including R&D, depreciation, interest expense, and the Qualified Business Income deduction. - [**How Trump’s Return Could Impact Federal Taxes**](https://www.lbmc.com/blog/election-federal-taxes/) Explore proposed federal tax policy changes affecting individuals, businesses, and international taxation. - [**Tennessee Works Tax Act of 2023 Enacts Changes**](https://www.lbmc.com/blog/tennessee-legislative-tax-law-changes/) Review Tennessee tax law changes affecting sales and use tax, franchise and excise taxes, and business tax. - [**Tennessee Enacts Major Franchise Tax Changes**](https://www.lbmc.com/blog/tn-enacts-major-franchise-tax-changes/) Learn about significant revisions to Tennessee’s franchise tax and the refund opportunities available to eligible taxpayers. - [**Tennessee Reduces Sales Tax Nexus**](https://www.lbmc.com/blog/tennessee-sales-tax-nexus/) Review legislation reducing Tennessee’s economic nexus threshold for remote sellers and marketplace facilitators. - [**Tennessee Department of Revenue Explains New Sales Tax Refund Law**](https://www.lbmc.com/blog/tn-dor-sales-use-tax-refund/) Understand Tennessee’s sales and use tax refund procedures and what they mean for taxpayers. ### Need help understanding how recent tax law changes affect your business or personal tax strategy? Contact LBMC’s tax professionals to discuss your specific situation. Talk to a Tax Advisor ## FAQs About Tax Services **When should a business evaluate an 83(b) election?** An 83(b) election may be relevant when a founder, executive, or other individual receives restricted equity that is subject to vesting. The election generally allows the recipient to choose to recognize taxable income based on the value of the property at the time of transfer rather than when it later vests, which can have significant tax implications if the value increases. Because strict filing deadlines apply, individuals receiving restricted equity should evaluate the potential tax consequences promptly. Recent IRS changes also allow taxpayers to [**electronically file certain 83(b) elections**](https://www.lbmc.com/blog/electronic-filing-for-83b-elections/), providing another option for completing the filing process. **What business meals and entertainment expenses are tax deductible?** The tax treatment of business meals and entertainment depends on the nature of the expense, its business purpose, and who is involved. Some qualifying business meals may be partially or fully deductible, while entertainment expenses are generally subject to different limitations. Because the rules and exceptions can be easy to misapply, businesses should maintain appropriate documentation and understand the current requirements for [**meals and entertainment deductions**](https://www.lbmc.com/blog/meals-and-entertainment-deductions/) when developing expense and tax policies. **When should a business consider a captive insurance company?** A captive insurance company may be considered when a business wants greater control over certain risks, insurance costs, or coverage that may be difficult or expensive to obtain through traditional markets. Captive structures involve significant tax, regulatory, financial, and operational considerations and are not appropriate for every organization. Businesses evaluating this strategy should consider the economics and risk-management objectives alongside applicable regulatory requirements. Organizations considering a Tennessee-based structure can explore LBMC’s guidance on [**Tennessee captive insurance companies**](https://www.lbmc.com/blog/tennessee-captive-insurance-companies/) and the considerations involved. **How do multi-state operations affect a company's tax obligations?** Operating, hiring employees, selling products or services, or owning property across multiple states can create new income, franchise, sales and use, payroll, and other tax obligations. Businesses should evaluate where their activities may establish nexus and determine the registration, filing, and compliance requirements that apply in each jurisdiction. LBMC’s [**State and Local Tax Services**](https://www.lbmc.com/services/tax/state-local-tax/) help organizations understand multi-state exposure, manage compliance, and identify planning opportunities as their geographic footprint grows. **What types of activities may qualify for the R&D tax credit?** Businesses may qualify for federal and state R&D tax credits when they invest in developing or improving products, software, manufacturing processes, formulas, techniques, or other technical capabilities. Qualifying activities can extend beyond traditional laboratory research and may include engineering, software development, prototyping, testing, and efforts to resolve technical uncertainty. LBMC’s [**Research and Development Tax Credit Services**](https://www.lbmc.com/services/tax/research-development/) help businesses evaluate potentially qualifying activities, identify eligible expenses, and develop the documentation needed to support a credit claim. ## LBMC's Team of Tax CPAs and Advisors [![Amy Van Buren, CPA, is a Shareholder in LBMC Wealth Advisors in Nashville, specializing in partnerships, trusts, and tax solutions for high-net-worth families.](https://www.lbmc.com/wp-content/uploads/2025/07/Amy-Van-Buren-1-150x150.jpg)](https://www.lbmc.com/team/amy-van-buren/) ## [Amy Van Buren](https://www.lbmc.com/team/amy-van-buren/) #### Shareholder, Tax [amyvanburen@lbmc.com](mailto:amyvanburen@lbmc.com) [![April Mitchell, CPA, is a Knoxville-based Tax Shareholder advising high-net-worth individuals, trusts, and estates on complex tax matters.](https://www.lbmc.com/wp-content/uploads/2025/07/April-Mitchell-150x150.jpg)](https://www.lbmc.com/team/april-mitchell/) ## [April Mitchell](https://www.lbmc.com/team/april-mitchell/) #### Shareholder, Tax [april.mitchell@lbmc.com](mailto:april.mitchell@lbmc.com) [![Art Van Buren, CPA, is LBMC’s Healthcare Tax Shareholder in Nashville, serving for-profit healthcare and multi-state businesses with strategic tax services.](https://www.lbmc.com/wp-content/uploads/2025/07/Art-Van-buren-150x150.jpg)](https://www.lbmc.com/team/art-van-buren/) ## [Art Van Buren](https://www.lbmc.com/team/art-van-buren/) #### Shareholder, Tax [arthur.vanburen@lbmc.com](mailto:arthur.vanburen@lbmc.com) [![Ben Carver, CPA, is a Nashville Tax Shareholder at LBMC, advising healthcare and private equity clients on tax planning and ASC 740.](https://www.lbmc.com/wp-content/uploads/2025/07/Ben-Carver-150x150.jpg)](https://www.lbmc.com/team/ben-carver/) ## [Ben Carver](https://www.lbmc.com/team/ben-carver/) #### Shareholder, Tax [ben.carver@lbmc.com](mailto:ben.carver@lbmc.com) [![Bruce Beck, CPA, PFS, is a Nashville Tax Shareholder at LBMC, advising high net worth individuals and businesses on tax strategy.](https://www.lbmc.com/wp-content/uploads/2025/07/Bruce-Beck-1-150x150.jpg)](https://www.lbmc.com/team/bruce-beck/) ## [Bruce Beck](https://www.lbmc.com/team/bruce-beck/) #### Shareholder, Tax [bruce.beck@lbmc.com](mailto:bruce.beck@lbmc.com) [![Jay Hancock is a Shareholder at LBMC in Nashville, leading the State and Local Tax practice with 25 years of SALT experience.](https://www.lbmc.com/wp-content/uploads/2025/07/Jay-Hancock-Web-Headshots-150x150.jpg)](https://www.lbmc.com/team/jay-hancock/) ## [Jay Hancock](https://www.lbmc.com/team/jay-hancock/) #### Shareholder, Practice Leader State and Local Tax [jay.hancock@lbmc.com](mailto:jay.hancock@lbmc.com) [![Jeff Talley, CPA, is a Tax Shareholder at LBMC in Nashville, serving clients in manufacturing, real estate, nonprofits, and professional services.](https://www.lbmc.com/wp-content/uploads/2025/07/Jeff_talley-150x150.jpg)](https://www.lbmc.com/team/jeff-talley/) ## [Jeff Talley](https://www.lbmc.com/team/jeff-talley/) #### Shareholder, Tax [jeffrey.talley@lbmc.com](mailto:jeffrey.talley@lbmc.com) [![Jonathan Cooke](https://www.lbmc.com/wp-content/uploads/2025/07/Jonathan-Cooke-150x150.jpg)](https://www.lbmc.com/team/jonathan-cooke/) ## [Jonathan Cooke](https://www.lbmc.com/team/jonathan-cooke/) #### Shareholder, Tax [jonathan.cooke@lbmc.com](mailto:jonathan.cooke@lbmc.com) [![Kyle Baldwin](https://www.lbmc.com/wp-content/uploads/2025/07/No-tie-high-quality-150x150.jpg)](https://www.lbmc.com/team/kyle-baldwin/) ## [Kyle Baldwin](https://www.lbmc.com/team/kyle-baldwin/) #### Shareholder, Tax [kyle.baldwin@lbmc.com](mailto:kyle.baldwin@lbmc.com) [![Melissa Cothran](https://www.lbmc.com/wp-content/uploads/2025/07/Melissa_Cothran-150x150.jpg)](https://www.lbmc.com/team/melissa-cothran/) ## [Melissa Cothran](https://www.lbmc.com/team/melissa-cothran/) #### Shareholder, Tax [melissa.cothran@lbmc.com](mailto:melissa.cothran@lbmc.com) [![Paul Burris, CPA, is a Nashville-based Tax Shareholder at LBMC, advising corporations on ASC 740, compliance, and restructuring.](https://www.lbmc.com/wp-content/uploads/2025/07/burris-paul-150x150.jpg)](https://www.lbmc.com/team/paul-burris/) ## [Paul Burris](https://www.lbmc.com/team/paul-burris/) #### Shareholder, Tax [paul.burris@lbmc.com](mailto:paul.burris@lbmc.com) [![Sid Pilson](https://www.lbmc.com/wp-content/uploads/2025/07/Sid_pilson-150x150.jpg)](https://www.lbmc.com/team/sid-pilson/) ## [Sid Pilson](https://www.lbmc.com/team/sid-pilson/) #### Director, Tax [sid.pilson@lbmc.com](mailto:sid.pilson@lbmc.com) [![Tim Sturm, CPA, is a Nashville-based LBMC Tax Shareholder with expertise in family businesses and diverse industry tax matters.](https://www.lbmc.com/wp-content/uploads/2025/07/Tim_Sturm-150x150.jpg)](https://www.lbmc.com/team/tim-sturm/) ## [Tim Sturm](https://www.lbmc.com/team/tim-sturm/) #### Shareholder, Tax [timothy.sturm@lbmc.com](mailto:timothy.sturm@lbmc.com) [![Chuck Tomlin, CPA, is a Tax Shareholder at LBMC’s Nashville office, serving real estate, manufacturing, healthcare, and international clients in Nashville and Chattanooga.](https://www.lbmc.com/wp-content/uploads/2025/07/tomlin-chuck-150x150.jpg)](https://www.lbmc.com/team/chuck-tomlin/) ## [Chuck Tomlin](https://www.lbmc.com/team/chuck-tomlin/) #### Partner, LBMC India Professional Services, LLP, Leader in Chennai, India office and Shareholder, Tax Services, LBMC PC [chuck.tomlin@lbmc.com](mailto:chuck.tomlin@lbmc.com) [![Abigail Campbell](https://www.lbmc.com/wp-content/uploads/2026/01/Campbell_Abigail-150x150.png)](https://www.lbmc.com/team/abigail-campbell/) ## [Abigail Campbell](https://www.lbmc.com/team/abigail-campbell/) #### Managing Director [abigail.campbell@lbmc.com](mailto:abigail.campbell@lbmc.com) [![Nicole Jeppesen](https://www.lbmc.com/wp-content/uploads/2025/07/NJeppesenOfficeBackground2-150x150.png)](https://www.lbmc.com/team/nicole-jeppesen/) ## [Nicole Jeppesen](https://www.lbmc.com/team/nicole-jeppesen/) #### Chattanooga Market Leader, Shareholder, Tax [nicole.jeppesen@lbmc.com](mailto:nicole.jeppesen@lbmc.com) ## Contact Us **Headquarters (Nashville, TN):** 201 Franklin Road Brentwood, TN 37027 615-377-4600 **Office Hours:** 8am-5pm, Monday-Friday **Mailing Address:** P.O. Box 1869 Brentwood, TN 37024-1869 **Chattanooga, TN:** 605 Chestnut Street, Suite 1100 Chattanooga, TN 37450 423-468-5042 **Knoxville, TN:** 2095 Lakeside Centre Way Knoxville, TN 37922 865-691-9000 **Memphis, TN:** 5100 Poplar Avenue, Suite 1400 Memphis, TN 38137-1499 901-685-1040 **Louisville, KY:** 325 West Main Street, Suite 1600 Louisville, KY 40202 502-585-1600 **Charlotte, NC:** 3700 Arco Corporate Drive, Suite 175 Charlotte, NC 28273 704-846-6750 We’re happy to answer any questions you may have on what our team can do for you. Please send us a note using the form and one of our professionals will get back to you promptly.