Tax, Accounting & Advisory Services for Individuals and Small Businesses

Whether you're navigating a complex tax situation or running a growing business, we provide proactive tax, accounting, and advisory services designed to help you stay compliant, reduce taxes, and make confident financial decisions.

  • Whether your tax situation is simple or complex, we provide accurate tax preparation and proactive guidance designed to help you stay compliant and minimize surprises. We work with individuals, retirees, investors, landlords, and self-employed professionals throughout the year—not just during tax season.

    Services include:

    • Federal and state income tax return preparation

    • Tax planning and estimated tax calculations

    • Retirement income and distribution planning

    • Stock sales and capital gains reporting

    • Rental property and real estate tax reporting

    • Self-employed and Schedule C tax returns

    • Multi-state tax returns

    • IRS notices and correspondence assistance

    • Prior-year and amended tax returns

  • Running a business requires more than filing a tax return once a year. We help business owners stay organized, maintain accurate financial records, and make informed decisions with reliable accounting and tax support throughout the year.

    Services include:

    • Business tax return preparation

    • Bookkeeping and financial recordkeeping

    • Payroll processing and payroll tax filings

    • Sales tax reporting and compliance

    • Financial statement preparation

    • QuickBooks setup and support

    • Tax planning for business owners

    • Entity-specific tax guidance

    • IRS and state tax notice assistance

  • Tax planning isn't something that should happen after the year is over. We work with clients throughout the year to identify opportunities, anticipate tax liabilities, and help avoid costly surprises at filing time. Whether you're experiencing a major life change, selling an asset, growing a business, or planning for retirement, proactive guidance can make a significant difference.

    Services Include:

    • Year-round tax planning

    • Estimated tax calculations and payment guidance

    • Retirement and distribution planning

    • Capital gains and investment tax planning

    • Real estate transaction planning

    • Self-employment tax planning

    • Business owner tax strategies

    • Entity selection and tax implications

    • Tax projections and scenario analysis

  • As your business grows, the financial decisions you make become increasingly important. We help business owners understand their numbers, improve profitability, and make informed decisions with practical financial guidance tailored to their goals. Our focus is on providing actionable insights—not just reports and spreadsheets.

    Services Include:

    • Financial performance analysis

    • Cash flow planning and management

    • Budgeting and forecasting

    • Profitability analysis

    • Business growth planning

    • Pricing and cost analysis

    • Entity structure evaluation

    • Key performance indicator (KPI) tracking

    • Strategic financial guidance

  • Starting and operating a business involves more than simply filing paperwork. We assist entrepreneurs and business owners with the administrative and compliance requirements necessary to establish, maintain, and grow their businesses with confidence.

    Services Include:

    • New business entity formation (LLCs, corporations, and partnerships)

    • EIN applications

    • State registrations and filings

    • Annual reports and business renewals

    • Business license assistance

    • S-Corporation election guidance

    • Registered agent coordination

    • Ownership and entity structure changes

    • General business compliance support

Who We Work With & Why Clients Choose Us

We work with individuals and business owners who want more than basic tax preparation. Our clients typically have situations that require ongoing attention, thoughtful planning, and year-round access to a trusted advisor.

This includes individuals with complex tax needs, self-employed professionals, rental property owners, and small business owners who value proactive guidance and accurate, timely financial information.

Unlike high-volume tax offices, we focus on providing a more personal, relationship-based approach with year-round availability and strategic support—not just annual filing.

Clients choose us because they want:

  • Year-round access to a trusted advisor, not a seasonal preparer

  • Help navigating complex tax situations with confidence

  • Proactive planning instead of last-minute tax preparation

  • Clear explanations of their financial and tax picture

  • Accurate bookkeeping and reliable financial reporting

  • A long-term relationship with someone who understands their situation

What Our Clients Say

“Ben is an outstanding tax professional. He’s incredibly thorough, takes the time to explain everything clearly, and approaches each situation with a smart, strategic mindset. What really sets him apart is his patience. He makes what can be a stressful process feel straightforward and manageable. Highly recommend!”

— Mike L

“Ben did an incredible job helping me navigate my business’s first tax season. If you are someone like myself who is intimidated by the tax process I highly recommend you give Ben a call. Within 5 minutes on the phone, and immediately in person. I knew I was in good hands.

— Josh M

“This was my first experience with EZ Tax Service. I’d previously used another accountant for years. I'm very glad I made the switch. They’re so friendly and very helpful with every detail on my return , and even assisted on financial planning for next year. I'll be returning every year from here on out. Highly recommend, I was very impressed.”

— Megan R

Navigating the complexities of new business taxes can feel overwhelming, but Ben transformed that challenge into an absolute breeze! His expert guidance illuminated a process we were completely in the dark about, making it not only seamless but genuinely easy. The peace of mind and clarity he provided are invaluable.

— Austin W


“Ben was recommended to me by a fellow business owner and he did not disappoint. He was attentive, very informative and made sure everything was filed correctly to maximize my business efficiency. I would definitely recommend him for your personal and business tax needs!”

— Betsy W

“Ben is an engaging, smart professional!! Extremely knowledgeable on the tax code, and very personable!! We were looking for a Tax Pro, and we found him!! Can't go wrong with Ben!!


— Joe T

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Ready to Get Started?

Whether you need help with a straightforward tax return, a more complex tax situation, ongoing bookkeeping, or year-round tax planning and advisory support, we’re here to provide professional, reliable guidance tailored to your needs.

We work with individuals and business owners throughout Loudon and surrounding areas who value accuracy, responsiveness, and proactive service—not just basic or seasonal tax preparation.

What happens next:

  • You’ll share a few details about your situation

  • We’ll review your information

  • We’ll follow up promptly with next steps and how we can help

We operate by appointment only so we can provide focused, one-on-one attention to each client.