801 Crescent Centre Drive, Franklin, TN, USA
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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4 customer reviews
William Hawkins
Tax Preparation
I liked this person and will hire him to do my taxes.
Deborah Ann Irwin
Tax Preparation
He did a great job and only took 30 minutes
Donna
Tax Preparation
Continuing contact and services but very helpful thus far
Chandra
Accounting
Seems like a great company and he knows taxes I enjoyed meeting him and I'm sure I'll enjoy working with him
What kind of accounting services do you provide?
We provide income tax preparation assistance, sales tax preparation assistance, bookkeeping assistance, and IRS tax issue assistance.
Why is it so important for businesses to hire a great accountant?
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.
What do you love most about your job?
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.
What inspired you to start your own business?
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.
Why should our clients choose you?
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.
Tax Preparation
I will correctly and timely prepare your taxes. Before filing, we will go over them together.
Tax Planning
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.
IRS Tax Resolution
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.