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Morristown
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Morristown
Showing 11 to 20 of 55 CPAs in Morristown, Tennessee
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Carla S. Oyer
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37814
Certified Public Accountant Carla S. Oyer is a seasoned accounting professional located in Morristown, Tennessee, bringing over 15 years of experience to her clients. With a specialization in providing Basic Accounting Services, Small Business Accounting, and Tax Compliance, her expertise encompasses a range of areas, including financial statement compilation and tax planning and consulting. She serves entrepreneurs and startups, as well as family-owned enterprises, offering customized bookkeeping services and financial statement compilation to meet their unique financial needs.
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Sherry O. Harrison
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37814
Based in Morristown, Tennessee, Sherry O. Harrison is a seasoned accounting professional with over 15 years of experience. Her practice focuses on providing basic accounting services, individual tax services, and business tax services to small and medium-sized businesses, as well as individuals and families in the region. Sherry also specializes in tax reporting for retirement accounts and offers IRS representation services to clients facing tax-related issues.
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Joel J. Young
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37816
Based in Morristown, Tennessee, Joel J. Young is a certified public accountant with over 15 years of experience in providing financial services to individuals and families, entrepreneurs, and small businesses. His areas of specialization include basic accounting services, individual tax services, and financial planning, with a focus on helping clients meet their short-term and long-term financial goals. Joel Young's services include retirement account tax reporting, bookkeeping, and financial statement compilation, ensuring that his clients' financial records are accurate and up-to-date.
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Thomas D. Bivens
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37813
Based in Morristown, Tennessee, Thomas D. Bivens is a seasoned accounting professional with extensive experience in serving clients across various business structures. His areas of specialization include basic accounting services, individual tax services, and financial planning, catering to the needs of family-owned enterprises and S-corps, partnerships, and LLCs. With expertise in sales tax compliance, payroll processing, and compliance, Thomas D. Bivens provides essential support to businesses.
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Treva H. Purkey
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37816
Treva H. Purkey, a certified public accountant, has been providing accounting services in the Morristown, Tennessee area for over 25 years. Her practice focuses on individual and business tax return preparation, as well as bookkeeping and financial statement compilation for various types of businesses. Treva specializes in basic accounting services, financial planning, and tax compliance for entrepreneurs and startup businesses with unique financial structures. Her expertise encompasses serving various business structures, including S-corporations, partnerships, and limited liability companies.
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Tony R. Wheeler
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37816
Tony R. Wheeler is a certified public accountant based in Morristown, Tennessee, with over 20 years of experience. He specializes in providing basic accounting services, including tax compliance, to individuals and family-owned enterprises in the Morristown area. His expertise includes preparing individual and business tax returns, as well as ensuring compliance with sales tax regulations. With a focus on the specific needs of small businesses and family-owned operations, Wheeler offers tailored accounting solutions to help clients navigate complex financial matters.
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Kimberly A. Harvel
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37813
Kimberly A. Harvel, a certified public accountant based in Morristown, Tennessee, has over 15 years of experience serving small and medium-sized businesses, as well as individuals and families. Her specialization in basic accounting services, business tax services, and tax compliance has enabled her to provide expert guidance on tax planning, financial record-keeping, and regulatory compliance. A unique aspect of her practice is her ability to handle complex retirement account tax reporting, ensuring that clients' pension and retirement income is accurately reported and optimized for tax purposes.
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Terry M. Winstead
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37814
Terry M. Winstead, a certified public accountant based in Morristown, Tennessee, provides expert accounting services to entrepreneurs and startups. With over 15 years of experience, he specializes in basic accounting services, financial planning, and small business accounting, catering to the unique needs of individual clients and small business owners. His services include general accounting and advisory, as well as payroll processing and compliance, helping clients navigate complex financial regulations and ensure tax compliance. Winstead's expertise supports entrepreneurs and individuals in making informed financial decisions, from budgeting and forecasting to tax planning and financial reporting.
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Thomas C. Stewart
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37816
Thomas C. Stewart is a certified public accountant based in Morristown, Tennessee, with over 20 years of experience in providing accounting services to small businesses and family-owned enterprises. He specializes in basic accounting services, tax compliance, and small business accounting, with a particular focus on S-Corps, partnerships, and LLCs. A Certified Public Accountant, Thomas C. Stewart is well-versed in bookkeeping and financial statement compilation, as well as sales tax compliance for businesses in Tennessee.
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Tracee C. Mcfarland
Certified Public Accountant
Verified Licensed
Location Morristown, Tennessee 37814
Based in Morristown, Tennessee, Tracee C. Mcfarland is a certified public accountant with over 15 years of experience in providing financial services. With specializations in basic accounting services, tax compliance, and business tax services, she offers expertise in areas including individual and business tax return preparation, as well as sales tax compliance. Mcfarland serves clients across various industries, including individuals and families, and entrepreneurs and startups, assisting them with their financial planning and tax obligations.

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.