I help individuals and small business owners navigate taxes, accounting, and now tax-aware investing with as little stress as possible. My core services include: ● Individual and small business tax preparation ● Tax planning and projections so there are fewer surprises in April ● IRS representation for notices, audits, and payment issues In addition, I’m now registered as an Investment Adviser Representative (IAR) with Sovereign, which allows me to offer integrated, tax-focused planning for clients who want their investments and taxes working together. That can include things like Roth conversion analysis, tax-efficient withdrawal strategies in retirement, and coordinating investment decisions with your overall tax picture. Tax services are provided through my independent practice; investment advisory services are provided in my capacity as an IAR with Sovereign. Sovereign Financial Group, Inc. (“SFG”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where SFG and its representatives are properly licensed or exempt from licensure.

Website: yourbackofficeaccounting.com

Phone: (865) 272-9106

Cross Streets: Near the intersection of Winchester Rd and Hillcrest Ave