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Athens
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Athens
Showing 1 to 10 of 23 CPAs in Athens, Tennessee
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Walter J. Holmes
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37371
With over two decades of experience, Walter J. Holmes provides general accounting and advisory services to individuals and families, as well as small and medium-sized businesses in Athens, Tennessee. Specializing in financial planning, tax compliance, and basic accounting services, Holmes helps clients navigate complex financial matters and achieve their goals. His expertise in payroll processing and compliance ensures timely and accurate payment to employees, while also meeting regulatory requirements.
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Joni P. Fortney
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37371
A certified public accountant based in Athens, Tennessee, Joni P. Fortney has extensive experience in accounting and taxation, with over 12 years of professional practice. She specializes in providing basic accounting services, ensuring tax compliance, and delivering expert small business accounting solutions to a diverse range of clients, including S-Corps, partnerships, and family-owned enterprises. In addition to her core services, Fortney also offers representation before the Internal Revenue Service (IRS) and provides retirement account tax reporting assistance to her clients.
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Cayce Rountree
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37303
Cayce Rountree is a certified public accountant based in Athens, Tennessee, with over 10 years of experience in tax planning and consulting. Her expertise includes preparing individual and business tax returns, as well as providing basic accounting services and financial planning guidance. Rountree serves a diverse range of clients, including family-owned enterprises and various business structures, such as S-Corps, partnerships, and LLCs.
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Joni Fortney
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37371
Joni Fortney is a certified public accountant licensed to practice in the state of Tennessee, serving clients in Athens and surrounding areas. With over 15 years of experience in the field, Fortney specializes in basic accounting services, tax compliance, and individual tax services, catering to the needs of small and medium-sized businesses, entrepreneurs, and startups. Fortney's expertise extends to tax planning and consulting, providing guidance to help clients navigate complex tax laws and regulations. Additionally, she offers IRS representation services, assisting clients in resolving disputes and achieving favorable outcomes.
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Emily J. Aziz
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37303
Emily J. Aziz is a certified public accountant (CPA) based in Athens, Tennessee, with over 12 years of experience in providing financial guidance to individuals and businesses. She specializes in basic accounting services, financial planning, and individual tax services, offering expertise in areas such as budgeting and financial forecasting. Ms. Aziz also provides IRS representation and individual and business tax return preparation services, helping clients navigate complex tax laws and regulations. With a focus on small and medium-sized businesses and family-owned enterprises, Ms. Aziz has a deep understanding of the unique financial challenges and opportunities facing these organizations.
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Lisa G. Long
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37371
Based in Athens, Tennessee, Lisa G. Long is a certified public accountant with over 15 years of experience in providing accounting services. She specializes in basic accounting services, individual tax services, and small business accounting, with a focus on serving various business structures, including S-corporations, partnerships, and LLCs. Long's services also include retirement account tax reporting and general accounting and advisory services for individuals, families, and small businesses, helping them navigate tax laws and financial regulations.
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Rhonda Chancey
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37303
Rhonda Chancey is a certified public accountant with over 15 years of experience providing General Accounting & Advisory services to clients in Athens, Tennessee. Her expertise includes Basic Accounting Services, Business Tax Services, and Small Business Accounting, making her a valuable resource for entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. Chancey also represents clients before the IRS, helping them navigate complex tax issues and resolve disputes.
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Robert S. Miller
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37303
As a certified public accountant based in Athens, Tennessee, Robert S. Miller offers tax planning and consulting services to individuals and businesses, in addition to providing general accounting and advisory support. With over 15 years of experience in accounting for small to medium-sized businesses, Miller specializes in providing basic accounting services, as well as tax services for entrepreneurs and family-owned enterprises. His expertise lies in helping startups and established businesses navigate complex financial matters, ensuring they meet their tax obligations and make informed financial decisions.
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Louis M. Pascarella
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37371
Based in Athens, Tennessee, Louis M. Pascarella is a certified public accountant with over 15 years of experience serving local businesses and individuals. His expertise includes basic accounting services, individual tax services, and tax compliance, particularly for entrepreneurs and family-owned enterprises. Notably, Pascarella provides dedicated retirement account tax reporting to ensure accurate and timely submissions, ensuring compliance with all relevant tax authorities.
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Jesse A. Wilkerson
Certified Public Accountant
Verified Licensed
Location Athens, Tennessee 37303
Based in Athens, Tennessee, Jesse A. Wilkerson has over 15 years of experience providing accounting services to individuals and families, entrepreneurs, and small businesses. Prioritizing financial clarity and stability, Wilkerson's expertise includes tax planning and consulting, bookkeeping, and financial statement compilation. He specializes in basic accounting services, individual tax services, and financial planning for clients seeking guidance on budgeting, investments, and retirement planning. Notably, Wilkerson is a certified public accountant licensed to practice in the state of Tennessee, offering trusted professional insight and financial analysis to his clients.

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.