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Soddy Daisy
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Soddy Daisy
Showing 11 to 20 of 41 CPAs in Soddy Daisy, Tennessee
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Donnie Gregory
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Based in Soddy Daisy, Tennessee, Donnie Gregory provides comprehensive accounting services to individuals and families, as well as family-owned enterprises. With over a decade of experience in accounting, Donnie offers expertise in financial planning, small business accounting, and basic accounting services, including individual and business tax return preparation. He also assists clients with sales tax compliance, helping them navigate complex regulatory requirements and ensure accurate and timely filings.
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Cheri Ballard
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Based in Soddy Daisy, Tennessee, Cheri Ballard brings over 15 years of experience to her role as a certified public accountant. Her area of specialization includes basic accounting services, financial planning, and tax compliance, serving a diverse range of clients across various business structures, including S-Corps, partnerships, and LLCs. Cheri's expertise also extends to bookkeeping and financial statement compilation, as well as sales tax compliance, providing small and medium-sized businesses with tailored accounting solutions.
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Lauren A. Beard
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Located in Soddy Daisy, Tennessee, Lauren A. Beard is a certified public accountant with over a decade of experience in tax preparation and financial management. She provides specialized accounting services to family-owned enterprises and individuals, focusing on areas such as basic accounting, business tax, and individual tax services. Beard also offers IRS representation and sales tax compliance services to help clients navigate complex tax laws and regulations.
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Heather S. Batson
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Located in Soddy Daisy, Tennessee, Heather S. Batson is a certified public accountant with over 15 years of experience serving the accounting needs of individuals and businesses in the region. Her professional background encompasses basic accounting services, financial planning, and tax compliance, allowing her to provide comprehensive support to clients in various industries, including small and medium-sized businesses and individuals and families. Specifically, Ms. Batson specializes in tax return preparation and planning, helping clients navigate the complexities of tax laws and regulations to ensure compliance and optimize their financial situations.
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Gary A. Steele
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Gary A. Steele is a certified public accountant based in Soddy Daisy, Tennessee, with over a decade of experience serving small and medium-sized businesses, entrepreneurs, and startups. He specializes in providing a range of accounting services, including basic accounting, financial planning, and small business accounting, as well as payroll processing and compliance, and retirement account tax reporting. Steele's expertise in these areas enables clients to achieve financial stability and make informed business decisions, with a focus on tax optimization and regulatory compliance.
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Cynthia M. Painter
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Cynthia M. Painter, a CPA with over 15 years of experience, provides financial expertise to clients in Soddy Daisy, Tennessee. Her services include individual and business tax return preparation, as well as sales tax compliance for family-owned enterprises and small to medium-sized businesses. Painter specializes in basic accounting services, small business accounting, and business tax services, assisting clients with financial planning and compliance needs.
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Andrew J. Glenn
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Based in Soddy Daisy, Tennessee, Andrew J. Glenn has been providing accounting services to individuals and small to medium-sized businesses for over 15 years. He specializes in basic accounting services, individual tax services, and business tax services, and is experienced in preparing tax returns for individuals and businesses. Andrew's services include bookkeeping, financial statement compilation, and individual and business tax return preparation, making him well-suited to handle a variety of accounting needs.
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Debra J. Sheets
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Debra J. Sheets, a certified public accountant in Soddy Daisy, Tennessee, provides accounting services to small and medium-sized businesses, entrepreneurs, and startups in the southeastern United States. With over 15 years of experience in basic accounting services, tax compliance, and business tax services, she helps clients navigate financial complexities and ensure tax compliance. Her expertise includes IRS representation, bookkeeping, and financial statement compilation, allowing her to support clients' needs from financial planning to tax representation.
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Mark C. Mathys
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Mark C. Mathys, a certified public accountant (CPA), has been serving individuals and family-owned enterprises in Soddy Daisy, Tennessee for over 15 years. His expertise includes basic accounting services, financial planning, and business tax services, with a focus on tax planning and consulting. Mathys ensures compliance with sales tax regulations and provides guidance on tax laws and regulations affecting his clients.
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Aaron M. Blenden
Certified Public Accountant
Verified Licensed
Location Soddy Daisy, Tennessee 37379
Aaron M. Blenden is a certified public accountant based in Soddy Daisy, Tennessee, with over 12 years of experience in providing accounting services to individuals and small businesses. His practice focuses on basic accounting services, financial planning, and small business accounting, with a strong emphasis on helping clients navigate complex tax laws and regulations. As an IRS-recognized representative, Blenden has experience representing clients in audits, negotiations, and other tax-related matters, adding an additional layer of expertise to his general accounting and advisory services.

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.