Business Details
Your Trusted Partner for Accounting and Tax Services in Chattanooga
At Rooks CPA, PLLC, PLLC, we are dedicated to providing comprehensive accounting and financial services tailored to meet the unique needs of our clients. With a strong foundation built on integrity, accuracy, and exceptional care, our team delivers personalized solutions ranging from tax preparation and bookkeeping to business valuations and strategic consulting. Serving the Chattanooga, TN community, we combine deep industry expertise with a commitment to client satisfaction, ensuring businesses and individuals receive the support necessary to achieve long-term success.Our professionals stay current with evolving tax laws and financial regulations, offering guidance that maximizes value while maintaining compliance. By focusing on trust and transparency, we have established ourselves as a reliable partner for clients navigating complex financial landscapes. Whether assisting with day-to-day accounting tasks or strategic business decisions, our mission remains centered on helping clients keep more of what they earn.
Services
Consulting
Tax Preparation
Bookkeeping
Business Valuations
IRS Tax Resolutions
Financial Planning
Highlights and features
- We offer personalized accounting solutions tailored to your specific needs.
- Our team provides strategic consulting to support long-term business growth.
- Certified professionals handle complex tax and financial planning requirements.
- We maintain a strong reputation for accuracy and client-focused service.
- Comprehensive support includes bookkeeping, valuations, and IRS resolution expertise.
Services
Tax Preparation
Our tax preparation services ensure compliance while optimizing deductions and credits. We handle individual and business tax returns, staying updated on changing regulations to minimize liabilities. Clients receive strategic planning to maximize post-tax income.
Bookkeeping
We manage bookkeeping tasks including payroll, reconciliations, and financial reporting. Our system setup and QuickBooks expertise streamline operations, allowing businesses to focus on growth while maintaining accurate financial records.
Business Valuations
Certified professionals provide detailed business valuations for sales, acquisitions, or transitions. We analyze market dynamics and financial health to deliver actionable insights, supporting informed decision-making for ownership changes.
IRS Tax Resolutions
We resolve IRS and state tax issues through certified representation. Our team negotiates on your behalf, addressing notices and compliance concerns to reduce penalties and establish manageable payment plans.
Financial Planning
Our financial planning addresses retirement, asset management, and wealth transfer strategies. We focus on protecting family interests and minimizing taxes through customized plans aligned with long-term goals.
Questions
What accounting services does Rooks CPA, PLLC, PLLC, PLLC offer?
We provide tax preparation, bookkeeping, business valuations, IRS resolution support, financial planning, and strategic consulting tailored to individual and business needs.
Do you serve clients outside Chattanooga, TN?
While based in Chattanooga, we work with clients across Tennessee and beyond through virtual consultations and remote accounting solutions.
How do you handle complex tax situations?
Our certified team stays current with tax laws to address complex scenarios, offering strategic planning and representation for audits or compliance issues.
Can you assist with QuickBooks setup?
Yes, our QuickBooks Pro Advisors help set up and optimize accounting systems, ensuring seamless integration with your business operations.
What sets Rooks CPA, PLLC, PLLC apart from other firms?
We combine personalized service with certified expertise, focusing on long-term client relationships and solutions that align with individual financial goals.
Reviews (3)
Jacob Huff
Apr 26, 2022
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I have used Rooks two years in a row for my taxes, Josh and all the staff are knowledgeable and professional. Josh has advised and helped with reducing my overall tax liabilities, I highly recommend Rooks if you looking for a good CPA!
Terri P.
Mar 09, 2021
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I just moved here from out of state and happily have found the best CPA and financial advisor I've ever had. And I'm old enough to have had many years with accountants. Rooks rocks!
Saxon H.
Mar 27, 2017
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I'm seriously impressed with the skill and knowledge of Josh and Rooks CPA. It has been such a relief finding great tax help.