Filter Results
Alamo
Filter Results
Alamo
Showing 1 to 4 of 4 CPAs in Alamo, Tennessee
HM
Hope M. Shelby
Certified Public Accountant
Verified Licensed
Location Alamo, Tennessee 38001
Hope M. Shelby, a certified public accountant, has been providing accounting services to clients in Alamo, Tennessee, since 2008. Her experience includes bookkeeping and financial statement compilation, as well as representation in IRS matters. Shelby specializes in basic accounting services, tax compliance, and individual tax services, catering to individuals and families, as well as family-owned enterprises.
CR
Charles R. Jerman,III
Certified Public Accountant
Verified Licensed
Location Alamo, Tennessee 38001
Based in Alamo, Tennessee, Charles R. Jerman III, a seasoned accounting professional with over 15 years of experience, provides expert services in tax planning and consulting, as well as payroll processing and compliance. He specializes in basic accounting services, tax compliance, and individual tax services, catering to the needs of small and medium-sized businesses, as well as family-owned enterprises. With a strong focus on meeting the unique financial needs of each client, Jerman's expertise spans a range of accounting disciplines, from financial statement preparation to tax planning and compliance.
MR
Mary R. Funderburk
Certified Public Accountant
Verified Licensed
Location Alamo, Tennessee 38001
Mary R. Funderburk is a certified public accountant with years of experience in Alamo, Tennessee. She specializes in providing general accounting and advisory services to individuals and families, as well as entrepreneurs and startups. Her expertise includes bookkeeping, financial statement compilation, and business tax services, with a focus on basic accounting services and financial planning. Funderburk's extensive knowledge of tax laws and regulations enables her to provide effective solutions for her clients' financial needs.
SN
Shawn N. Odum
Certified Public Accountant
Verified Licensed
Location Alamo, Tennessee 38001
Based in Alamo, Tennessee, Shawn N. Odum is a practicing CPA with extensive experience in accounting and taxation. With over a decade of experience, Mr. Odum provides comprehensive services in individual and business tax return preparation, as well as tax planning and consulting. His areas of specialization include basic accounting services, financial planning, and individual tax services, making him a valuable resource for individuals and families, as well as small and medium-sized businesses in the region.

Tennessee's vibrant CPA market serves a rapidly growing no-income-tax state with diverse economy from healthcare to music. The Tennessee State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 3 hours of ethics and minimum technical requirements.

Key Tax Considerations: Tennessee has no state income tax on wages (historically taxed interest and dividends, but that was eliminated in 2021), making it highly attractive for businesses and high earners. CPAs focus on federal tax compliance, sales and use tax, business tax on net worth or property (Franchise and Excise Tax), and preserving Tennessee tax advantages. The state's favorable tax climate attracts businesses and individuals from higher-tax states, creating opportunities in entity formation, residency planning, and business relocation advisory. Multi-state issues are common as people and businesses relocate from states like California, New York, and Illinois.

Industry Specializations: Healthcare systems and medical technology (Nashville is a major health services hub), music and entertainment (Nashville), logistics and distribution (major freight hub), automotive manufacturing (Nissan, GM, VW), tourism and hospitality, financial services, technology, and agriculture are key practice areas. Nashville CPAs often specialize in healthcare company accounting, music industry royalty taxation, or serving rapid-growth companies relocating to the state.

For CPA Professionals: The Tennessee Society of CPAs serves a rapidly expanding professional community. Nashville dominates with healthcare headquarters and music industry, Memphis focuses on logistics and distribution, Knoxville serves regional market and university community, and Chattanooga has emerged as a technology hub. The state's exceptional growth, no income tax, moderate cost of living (especially outside Nashville), and business-friendly environment create abundant opportunities. In-migration from high-tax states brings sophisticated clients needing tax planning and multi-state expertise. Competition is increasing with growth but expanding economy creates room for new entrants.