When it comes to getting your taxes done in a timely manner- Personalized is the way to go. After…read more6+ years of using Donna each and every year what I pay in taxes has gone up. Which is by no means her fault. But when I sought out for guidance on recommended approaches to avoid paying out so much i get vague, short, and unclear responses. Example: "pay more each pay check", or "up 401 some".. for someone like myself who is not knowledgeable on taxes and assuming the "personalized bookkeeping" would give me somewhat specifics she has failed to do that. 2016 will be my last my year using her. If you truly want personalized and someone to help you this isn't the route. If you want a quick turnaround then she can def so that. The day after I posted my review I get this email.. again instead of improving I get "that's stupid". Again not very specific and this was 2 years in a row I asked for guidance on what I should do differently.. see below. Email: Subject: Really Wee you made "$x" took only "x" withholding please don't have a reply to this. That's stupid you need take it off Thank you Donna Kalinowski Blackwell, Enrolled Agent Personalized Bookkeeping & Tax Services, Inc 2334 N Mount Juliet Rd Mount Juliet, TN 37122 Phone 615-773-2736 Fax 1-866-343-8726

It was a different experience working with this firm. We had to wait as there was a person already…read morewaiting in queue past our appointment time. On top that it was a hurried tax file process: No introduction when we sat and no room to clarify our concerns at the end. We left the office unsatisfied and with much dilemmas. However, after we got back; I looked into the reviews of the firm and was not much surprised from the responses provided which we also got to experience in person. I emailed a question which I never heard back which led me to consult another tax consultant. The major disappointment occurred when my wife called regarding the return we were expecting. Could not expect anything worse for the day with zero people skill. That would be our first and last visit to the firm.

We had a great experience working with Jon. He's extremely knowledgeable, especially when it comes…read moreto rental property taxes. He took the time to explain things clearly so we actually understood our situation--not just filed it. We trusted him completely throughout the process and felt confident he was looking out for our best interests. He's professional, thorough, and super easy to work with. If you value supporting a local small business and want a real person who knows your taxes far better than any generic tax software, I can't recommend him enough!

Do not waste your time or money. Unfortunately, I must change my review. Initially, I thought he…read morewas great with a wonderful long initial conversation. However, I realized he made multiple mistakes that cost me thousands of dollars in my tax return. They were really dumb errors (copying the wrong number over; not including any insurance on my rental costs). The worst part is he wouldn't call or email me back when I was still really nice and asked him. I was actually going to fix the first issue myself but upon the closer look I found the other issue... Perhaps there's more). It would likely take him 10 minutes to fix but now I need to redo the entire return in TurboTax so everything is calculated correctly. The reason we go to a CPA is to do things accurately... He can't even get simple things done right. Don't trust him with your finances.

Jeff prepared my 2024 tax return. Very professional, very fast service! I would recommend!read more

Jeff was a pleasure to work with! He handled my tax return quickly and accurately. Great guy,…read morehonest, and charges a fair price. I would recommend him to anyone!

I highly recommend Iris Financial Services. The staff is fantastic and Grifin is the best in the…read morebusiness.

I cannot say enough good things about the entire team at Iris. From the very start, they have been…read moreorganized, informed, patient, and thorough. As new business owners, their expertise has been invaluable and allowed us to do what we do best and not have to stress about the details of the books or other requirements like taxes and filings. We love that they work directly with our CPA to minimize stress on our federal returns, and even took the time to give us a Quickbooks tutorial. Now, with all of the changes and uncertainties of the Covid-19 economy, we are even more grateful. They have kept on top of all of the relief programs, both federal and state, and have maximized our assistance, making sure we have what we needed for our PPP loan and even doing the legwork of our TN Relief Program application. They are truly thinking of us and all the ways we can succeed as a business.

Amazing small business focused on providing a personal touch and customized support structure to…read moremeet your bookkeeping and infrastructure needs. Frankie was amazing at being able to provide the advice and services we needed to establish our business and ensure compliance with accounting best practices. Her prices are extremely competitive and don't reflect the value add she and her team provide. Highly recommend.

From the owner: Whether it's developing comprehensive budgets, analyzing financial statements, or implementing…read morestrategic cost-cutting measures, I am dedicated to providing tailored solutions that align with the unique goals and challenges of each client.

Please understand this. DENNA has been a life saver! Finances and compliance are an integral part…read moreof business and running a thriving business. For the last few years, our business has been operating below our potential because we didn't have the right person to handle our bookkeeping. Denna has been patient, kind, and dedicated to getting our business healthy and thriving again. She not only cares but she is organized and relieves a lot of anxiety, knowing that she is handling all invoices, payments, etc. If you are a business owner and you think you can do your own bookkeeping, please don't. Hire someone trustworthy like Denna... it will save you money in the long run.

From the owner: Keeping Track of Your Business - One Dollar at a Time…read more The concept of Ledger Elite is to go beyond just the accounting, payroll and taxes because a business is more than just that. We strive to become the small business owner's back office. Many small business owners often miss opportunities because they are so involved in the many facets of running their business. We strive to put the owners in more of a leadership role by offering insightful information that goes beyond the numbers. Bookkeeping based on your level of need: Transaction categorization, End of Period Account Reconciliation, Adjusting Entries, Financial Reporting, Asset Tracking and Inventory. Payroll and Subcontractor Payments: Processing, reporting and tax filings, Tax Deposits, W-2's, 1099's and Worker's Comp Audits. Tax Preparation includes Sales Tax, Business Tax, Tax Schedule B, Annual Auto Report, Tire & Oil, Liquor, Hotel Tax, Corporate Annual Reports, Franchise & Excise Tax and Federal Filings. Quickbooks Pro Advisor - Set Up, Clean-Up and Maintaining. Administrative Support: Research & Development, Marketing, and many other administrative functions. Let us become your office support on call!