Tax Preparation & Consulting

Tax services are at the heart of Frazee Ivy Davis. Our partners and managers have decades of experience giving insightful tax advice to thousands of individuals and hundreds of businesses. All of our professionals are trained to keep your taxes in order, prepare returns, and structure tax-efficient and financially advantageous plans. Our tax services work hand-in-hand with all the other accounting, reporting, and consulting that we do.

Tax laws and regulations are constantly changing and seem to become more complex at every turn. To save you time and give you peace of mind, we stay on top of every change. Whether your business is large or small, just started or in its prime; wherever you’re located; and whether your situation is straightforward or complex, we help you avoid the pitfalls, minimize your taxes, maintain your accuracy, and adapt your plans to changing circumstances.

We can prepare practically any tax return in any jurisdiction at any time. In addition, our clients continually depend on us for many other tax consulting services:

• Corporate and partnership structures
• Multistate and consolidated structures
• Capital gains planning
• Compensation, benefits, and deduction planning
• Charitable planning and compliance
• Trust accounting
• Estate and inheritance advice
• Business purchase, sale, and succession advice
• Not-for-profit compliance
• Employer payroll taxes
• Business property and sales taxes
• IRS correspondence and controversy management

When business, personal, family, federal, state, and technical issues intertwine, we help you sort them out and safeguard the bottom line.

Contact leaders of our tax and advisory services team:

• John Ivy
• Jerry Davis
• Bill Frazee
• Paula Coley
• Vance Simmons
• Vicki Morris
• Slater Smithers
• Alex Ivy