Business Details
Trusted Accounting Services in Memphis, TN
Jones and Tuggle is a certified public accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With decades of combined experience, our team specializes in personal financial planning, estate planning, elder care services, and small business accounting. We hold prestigious certifications including CPA and membership in the American Institute of Certified Public Accountants, ensuring the highest standards of expertise and professionalism. Our commitment to personalized service is reflected in our tailored approach to tax planning, business succession strategies, and cash flow management.We prioritize client education, empowering clients to make informed financial decisions while maintaining strict confidentiality and ethical standards. Our proven track record in resolving complex tax issues and optimizing business financial systems demonstrates our unwavering dedication to client success. Through continuous professional development, we stay at the forefront of evolving tax regulations and accounting technologies to deliver superior value to our clients.
Services
Tax Preparation
Estate Planning
Small Business Accounting
Payroll Services
IRS Audit Representation
Cash Flow Management
Elder Care Financial Services
Business Succession Planning
Tax Problem Resolution
Financial Consultation
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services
- Our team includes Certified Public Accountants and AICPA members
- Specialized expertise in small business accounting and tax problem resolution
- Personalized financial planning tailored to individual client needs
- Proven success in IRS audit representation and tax debt negotiation
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Preparation
Our comprehensive tax preparation services cover individual and business tax returns with meticulous attention to maximizing deductions. We handle complex tax situations including multi-state filings and self-employed income reporting. Our team stays current with evolving tax codes to ensure compliance while optimizing tax savings for Memphis clients.
Estate Planning
We create customized estate plans that protect assets and ensure smooth wealth transfer. Our services include wills, trusts, power of attorney documents, and probate avoidance strategies. We help Memphis families navigate complex estate tax regulations while preserving their legacy for future generations.
Small Business Accounting
Our small business accounting solutions include monthly bookkeeping, financial statement preparation, and cash flow analysis. We implement systems tailored to Memphis businesses' specific needs, ensuring accurate financial reporting and compliance with regulatory requirements through regular reconciliations and consultations.
IRS Audit Representation
We provide expert IRS audit representation with proven strategies for favorable outcomes. Our services include document preparation, audit response development, and direct communication with tax authorities. We specialize in resolving back tax issues and negotiating payment plans for Memphis businesses and individuals.
Elder Care Financial Services
Our elder care services help Memphis families manage aging relatives' financial affairs. We offer bill payment assistance, retirement account management, and long-term care planning while maintaining transparent communication with family members to ensure proper financial oversight and protection.
People
Mack Tuggle
Certified Public Accountant
Mack Tuggle brings 25+ years of accounting expertise to Jones and Tuggle, specializing in business tax strategy and financial planning. With CPA certification and AICPA membership, he helps Memphis businesses optimize financial operations and tax efficiency.
Sherila Jones-Tuggle
Certified Public Accountant
Sherila Jones-Tuggle combines CPA expertise with elder care financial specialization. Her 20+ years of experience in personal financial planning and estate management make her a trusted advisor for Memphis families navigating complex financial transitions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bank reconciliation, financial statements, general ledger maintenance, payroll processing, and cash flow management tailored to Memphis businesses.
How can you help with tax problems?
Our firm specializes in IRS audit representation, tax debt negotiation, back tax filings, and resolution of liens/levies through proven strategies like Offers in Compromise.
Do you offer estate planning services?
Yes, we provide complete estate planning services including wills, trusts, probate avoidance strategies, and tax-efficient wealth transfer solutions for Memphis families.
What sets your firm apart from other accountants?
Our combination of CPA expertise, personalized service approach, and specialized elder care financial management distinguishes us in the Memphis accounting community.
Can you assist with business startup accounting?
We offer new business formation services including entity selection, accounting system setup, and cash flow projections to ensure Memphis startups' financial success.
Reviews (2)
Chris Overly
Apr 10, 2015
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Our business has had a great experience with Jones and Tuggle. We have found them to be knowledgeable concerning audits and small business accounting. Whenever we have had a question they are available to take our call and that is vitally important to us. They have earned our trust. We have recommended their services and we will continue to do so.
Gloria Lewis
Feb 26, 2015
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Our company has used Jones & Tuggle for the last sixteen (16) years. They've always been reliable and professional. They work with and integrity and knowledge. Their service has included, but not limited to, audits, answered questions, and made themselves available as needed. We appreciate them for their hard work, and outstanding performance. We would recommend them to anyone needing this service.
