The JPW Group

Founded 2011 • Angie's List since November 2011

Not Rated| 0 Reviews


I have lived, worked, and raised my family in Nashville for the last 30 years. My undergraduate major was in accounting and my graduate studies also majored in accounting with an emphasis in tax. Previously I've been employed by several of the largest financial institutions in the U.S. Up until the beginning of 2011 I worked behind the scenes with financial advisors, benefits consultants, attorneys, and accountants showing them how to solve their clients' concerns and problems. After all those years I've recently set-up my own practice to work with clients directly. Whether it's basic accounting or bookkeeping services or tax preparation services I don't view my work completed just because the financial statements are prepared or the tax return is signed. Quite the contrary; I see that as the beginning. These become the tools to help us see what may be around the next corner. When I can show a client how to plan for what may happen tomorrow instead of only seeing what happened yesterday they are ahead of their competition, ahead of the market, ahead of the IRS, and more likely to succeed in their own plans. These are the benefits I provide that distinguish me from so many others. My overhead is kept at a very low level. This enables me to offer the superior services you expect at a rate you prefer....

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Services Offered

To my clients I offer: Small Business Accounting (including bookkeeping, adjustments, reconciliation, payroll, electronic filings, electronic banking transfers, federal & state tax, etc), Business Exit Strategies, Individual Federal & State Income Tax, Wealth Transfer Strategies, Retirement Income Strategies, Estate Conservation Strategies, Trust Planning Strategies, Exec Bonus/Deferred Compensation, Charitable Giving Strategies, Asset Protection Strategies, Pension Alternatives.

Services Not Offered

I do not provide audit services.

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