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.
Find the Right Tax Solution
Federal Business Tax
Strategic tax planning and compliance for businesses navigating growth, transactions, and evolving federal tax requirements.
State and Local Tax
Helping organizations manage multi-state tax obligations, reduce risk, and identify planning opportunities.
Credits & Incentives
Helping businesses identify tax credits, grants, and economic incentives tied to growth and investment.
Research and Development Credits
Helping innovative businesses identify and maximize available R&D Tax Credits.
International Tax
Cross-border tax planning and compliance for organizations operating globally.
Individual & Private Client 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.
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
Local Expertise, Wherever You Are
With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Philadelphia, and Charlotte, plus remote offices, LBMC partners with businesses across the region and beyond.
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.
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
Download K-1 Instructions
Click one of the links below to open the appropriate PDF file.
- 1120S K-1 Instructions – https://www.irs.gov/pub/irs-pdf/i1120ssk.pdf
- 1065 K-1 Instructions – https://www.irs.gov/pub/irs-pdf/i1065sk1.pdf
- 1041 K-1 Instructions – https://www.irs.gov/pub/irs-pdf/i1041sk1.pdf
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
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.
FAQs About Tax Services
What types of clients does LBMC serve?
We work with a range of clients—from privately owned companies and public businesses to high-net-worth individuals and family offices—across multiple industries.
What makes LBMC’s tax approach different?
Our teams combine technical excellence with a relationship-driven approach. We focus on proactive planning, not just compliance, to help you achieve long-term financial success.
Can LBMC handle both business and personal tax needs?
Yes. Our team supports businesses, families, and individuals with strategies that connect all aspects of your financial picture.
How do I get started with LBMC?
Reach out to your local office or complete our contact form to connect with a member of our tax team. We’ll match you with professionals best suited to your needs.
Tax Resources
LBMC's Team of Tax CPAs and Advisors
LBMC Tax
Chuck Tomlin
Partner, LBMC India Professional Services, LLP, Leader in Chennai, India office and Shareholder, Tax Services, LBMC PC
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.