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Southwestern Tax Services

801 Crescent Centre Drive, Franklin, TN, USA

(4)
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‘21 Certificate of Excellence, 2021

About

Southwestern Tax Services is part of the Southwestern Investment Group, LLC. I specialize in tax preparation/planning for small businesses and individuals with investment accounts. Simply put, you won't find a harder working person in this business than me.

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6 hires on Bark
20 hour response time

Reviews (4)

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5/5

4 customer reviews

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verified
22 November 2021

Tax Preparation

I liked this person and will hire him to do my taxes.

verified
30 March 2021

Tax Preparation

He did a great job and only took 30 minutes

verified
21 April 2020

Tax Preparation

Continuing contact and services but very helpful thus far

verified
25 October 2019

Accounting

Seems like a great company and he knows taxes I enjoyed meeting him and I'm sure I'll enjoy working with him

Q&As

We provide income tax preparation assistance, sales tax preparation assistance, bookkeeping assistance, and IRS tax issue assistance.

Your accountant needs to be someone you trust to accurately and timely assist you with your financial matters. You need to feel comfortable asking your accountant for advice and for them to respond in a timely manner. At SW Tax, we treat our clients as we want to be treated.

While I enjoy the numbers part of my job, the part that keeps me in this business is the relationships I have with my clients. My clients are trusting me to assist them with financial matters and we develop a quick bond. Many of my clients have become more than clients...they have become friends.

I started my own business after working for someone for almost ten years. I felt that the company was viewing most clients as just "accounts". I viewed each of them the same...as people I had a relationship with. Putting people first is very important to me.

I have the "HEART OF A SERVANT" when it comes to my clients. I don't mind meeting with clients at their homes to discuss taxes. One financial planner that sends clients to me has called me "the hardest working person in the tax business". Vince Lombardi said that "The dictionary is the only place that success comes before work. Work is the key to success and hard work can help you accomplish anything." I WANT TO WORK HARD FOR MY CLIENTS.

Services

I will correctly and timely prepare your taxes. Before filing, we will go over them together.

Tax Planning involves preparing for future taxes. I will pro-actively work with clients to ensure they don't have any tax surprises the following year.

Sometimes people get "nasty grams" from the IRS. I can step in, contact the IRS, and work with clients to get the matter resolved and the IRS off their backs.