Business Details
50+ Years
experience
Your Trusted Accounting & Advisory Partner
Founded in 1940, ATA has established itself as a leading advisory, tax, and accounting firm dedicated to delivering comprehensive financial solutions. With a team of approximately 250 professionals across 14 offices in the Southeast, we serve clients ranging from small family-owned businesses to international corporations. Our firm has earned national recognition, including being ranked among the Top 150 Accounting Firms by INSIDE Public Accounting and receiving the Best of Accounting Award from ClearlyRated. Our mission centers on creating and implementing proven business and financial strategies that guide clients to success, underpinned by core values such as community focus, professional excellence, and continuous innovation. As a BDO Alliance USA member, we leverage global resources while maintaining localized expertise in accounting, auditing, tax, and advisory services.Our history of strategic acquisitions, including ATA Technologies and Revolution Partners, has expanded our capabilities in cybersecurity, wealth management, and digital marketing. We prioritize client relationships through prompt responses, accurate solutions, and a commitment to streamlining processes that reduce costs and enhance retirement readiness. Our teams expertise spans industries such as healthcare, government, nonprofit, and private equity, ensuring tailored solutions for diverse business needs. With accolades like Forbes recognition as a top tax firm and Memphis Business Journals ranking as the 8th largest CPA firm in the Memphis area, we combine experience with forward-thinking strategies to help clients achieve their goals.
Services
Assurance Services
Business Valuation
Tax Consulting
IT Security
Wealth Management
Cybersecurity
HR Advisory
Digital Marketing
Retirement Planning
Mergers & Acquisitions
Details
- Year established: 1940
Highlights and features
- We have 85+ years of experience serving businesses since 1940.
- Our 250+ team members offer expertise across diverse industries.
- Recognized as a Top 150 Accounting Firm by INSIDE Public Accounting.
- BDO Alliance membership provides access to global resources and expertise.
- We prioritize community investment and continuous innovation in financial solutions.
Associations and certifications
- AICPA
- BDO Alliance USA
- Peer Review Program
What people say
Prompt responses
Accurate answers
Streamline processes
Professional expertise
Timely statements
Services
Assurance Services
ATA provides comprehensive assurance services, including financial statement audits and compliance reviews, to enhance transparency and trust. Our CPAs deliver objective insights that help businesses meet regulatory requirements and improve operational efficiency. With expertise in industries like healthcare and government, we ensure accurate reporting and risk mitigation for clients ranging from small businesses to public corporations.
Business Valuation
Our business valuation experts determine accurate valuations for mergers, acquisitions, and strategic planning. Using advanced methodologies, we analyze financial performance and market conditions to guide clients in making informed decisions. This service supports companies during transactions, helping them achieve fair purchase prices and long-term growth, as demonstrated in our case study involving a successful acquisition.
Wealth Management
Through Revolution Partners, ATA offers wealth management services to align financial goals with personalized investment strategies. We help individuals and businesses plan for retirement, optimize net worth, and manage assets effectively. Our approach combines financial planning expertise with a focus on clients' long-term financial security and legacy-building.
Cybersecurity
ATA Secure specializes in protecting businesses from cyber threats through advanced security solutions. Our team implements robust defenses against data breaches and hacking, ensuring compliance with industry standards. By staying ahead of evolving risks, we safeguard clients' sensitive information and maintain operational continuity in an increasingly digital landscape.
HR Advisory
ATA Employment Solutions provides HR consulting to optimize workforce management and compliance. We assist with executive recruitment, compensation strategies, and regulatory adherence, helping organizations align employee performance with business objectives. Our services cater to diverse industries, ensuring scalable solutions that enhance workplace culture and operational efficiency.
People
Grady Arnold
Founder
Grady Arnold originated Branham & Arnold in Jackson, TN in 1940, laying the foundation for what would become ATA. His commitment to professional excellence and community service shaped the firm's enduring values.
Alan Watson
Chief Information Officer
Alan Watson, ATA's first Chief Information Officer, leads cybersecurity initiatives and technology strategy. With expertise in IT security, he ensures clients' digital assets are protected against evolving threats through innovative solutions.
Rick Schreiber
National Advisory Practice Leader
Rick Schreiber brings decades of experience as a National Advisory Practice Leader, guiding clients in complex financial strategies. His leadership enhances ATA's advisory services, focusing on mergers, acquisitions, and business growth.
Bob Lloyd
Partner
Bob Lloyd, a partner at Revolution Partners, collaborates with ATA to deliver wealth management solutions. His expertise in retirement planning helps clients achieve financial security while reducing costs.
Tammy Ursery
Client Representative
Tammy Ursery, representing Discovery Park of America, Inc., highlights ATA's exceptional retirement services. Her feedback underscores the firm's commitment to clear communication and timely support for employee benefit programs.
Questions
What accounting services does ATA offer?
ATA provides auditing, tax planning, business valuation, and advisory services tailored to businesses of all sizes across industries like healthcare, government, and private equity.
How long has ATA been in business?
ATA has served clients since 1940, evolving from Branham & Arnold into a nationally ranked firm with 14 offices and 250+ professionals.
What payment methods does ATA accept?
We accept online payments, ACH bank transfers, and credit cards (with a 3% processing fee) for client convenience.
Where is ATA located?
Headquartered in Jackson, TN, ATA operates 14 offices across the Southeast, including Memphis, Nashville, and Union City.
Does ATA offer cybersecurity services?
Yes, through ATA Secure, we provide advanced cybersecurity solutions to protect businesses from digital threats and ensure data compliance.
What industries does ATA specialize in?
ATA serves healthcare, government, nonprofit, financial institutions, and private equity sectors, offering industry-specific expertise in accounting and advisory services.
Reviews (6)
Hoa Nguyen
Aug 08, 2021
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Critical: Professionalism Submit 2 LLC document 2 weeks before deadline. 2 months later they done 1 LLC, because submitted late, penalty $2100. The other LLC they never do for me, and they are not even let me know. Poor service and never be back.
Jeremy Keen
May 05, 2021
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ATA is a fantastic accounting company. We have used Chance Fortenberry for many years now and he is always very professional, quick to respond and a wealth of information that has served my family's accounting needs wonderfully. I am always amazed with the service we receive. He is worth his weight in gold! Thanks for a great job!
Catherine Coman
Apr 03, 2021
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ATA and Chance Fortenberry are great to work with. Chance answers all our questions in a timely manner. Would highly recommend their service.
Shirley Todd
Mar 02, 2021
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Milan Medical Center has used ATA for years, they take care of our financial needs. They provide a wide range of services, not only for the corporation but also for my Physicians personal financial needs. They truly work as a team. I have worked one on one with Chance for the last several years, he is very dependable and my go to person. We truly appreciate his knowledge and quick response to our needs.
Janet Bailey
Jan 09, 2021
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Chance at ATA does a wonderful job for our business. His advice, time, and expertise have helped guide us for many years. We appreciate everything he does.
Remy Valdivia
Dec 25, 2020
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Chance Fortenberry has been my accountant for 5 years. When he moved to ATA, I was glad to follow because we have been more than pleased with the service we have received from Chance and the reputation of ATA. We have benefited from Chance's expertise, timeliness, and friendliness over the years. Tax issues can be complicated. Chance and ATA have earned our confidence and trust. Highly recommend.
