Holmes & Swafford CPAs

Holmes & Swafford CPAs

Reviews Summary

The reviews overwhelmingly praise the firm for exceptional service, professionalism, and expertise, particularly in tax preparation and resolving complex financial issues. Clients highlight quick, thorough, and accurate work, often saving them significant money. The team is described as friendly, responsive, and detail-oriented, providing peace of mind. While most feedback is highly positive, one review notes a lack of proactive small business support. Overall, the firm is highly recommended for its reliability, fair pricing, and outstanding customer care.

About This Listing

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support

Contact Information

Address

1982 Providence Pkwy #252

Mt. Juliet, Tennessee 37122

Hours

Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I couldn't be more grateful to Holmes and Swafford!! A few years ago I had a new side hustle and was completely clueless about how that would impact my tax filings. I couldn't get appointments at any of the other places I called, so I was surprised and relieved when they had availability. Kevin Swafford helped me sift through all my paperwork and made sure I was on top of all the filings I needed to do. I was confused about a sales tax issue, so he called up the government office on the spot so we could ge

They do fine work on tax returns but aren?t responsive to the needs of a small business. When hired, I was under the impression I would meet with Mr. Swafford twice per year to go over my financial picture. That never materialized. I?m sure they will respond that I didn?t follow up on that, which is true, but managing customers requires leadership and their business model places all the burden on the client to coordinate their needs. That was a bad fit for me because I?m not in financial service, so I nee

I recently had an experience with Holmes & Swafford that fell far short of my expectations, especially given their good online reviews. Initially, I worked with one of their associates during my first year, and I found her responses to my questions about tax filing to be unhelpful and vague. It seemed that she was merely gathering my information without providing any real guidance. I later learned that Tim, the owner, is supposed to sign off on all files, which made me question the efficiency of their syst

I went to see Kevin Swafford for help with a letter from the IRS. It only took an hour and he had everything taken care of. I?m now confident that everything is in order. He also assured me that should any letter come back from the IRS stating that I still owed, he would be there to intervene/assist. I would definitely recommend them to anyone.

I recently had the absolute pleasure of working with Kevin, Melissa, and Jenny and I must say, my experience was truly exceptional. From start to finish, they demonstrated professionalism, expertise, and outstanding customer service. What really impressed me about Kevin and team was how quickly they finished my return while still upholding the most outstanding attention to detail. They were incredibly thorough, meticulous, and unbelievably prompt in their work, leaving no stone unturned. I was left in a rea

We have used Holmes & Swafford for tax services for two years and plan to continue using them anytime we need tax or accounting services. They are truly amazing. Professional, friendly, thorough, helpful, all the great things you need when dealing with taxes. I highly recommend!

Holmes and Swafford met every need I could possibly ask for during my tax preparation and work. Kevin and Melissa are an absolute dream team and have locked down my business for the remainder of my life! I?ve been dealing with taxes through multiple companies and even tried TurboTax a few years, but have never found a more seamless operation than these two wonderful people! I will be recommending friends and family to switch over to them immediately based on my experience. Their communication is simply fir

Super happy with my experience with Holmes & Swafford over the past few years. Kevin Swafford and team have done an awesome job helping us with our taxes every year and also helping us get back money from the IRS that would have otherwise been lost. Highly recommend using them!

I can?t recommend Kevin Swafford enough. He?s great! I was on the search for a new CPA/tax preparer since my previous one from another state retired. I met with another tax preparer in Mt. Juliet before meeting with Kevin. I?m glad I listened to my gut and didn?t hire the other person because she was polar opposite of Kevin. Kevin is friendly, warm, professional, and knowledgeable. In addition, his rates are very reasonable and he turned my taxes around with lightning speed. He?s been incredibly responsiv

After spending countless hours in contact with the TN department of revenue regarding an LLC, I contacted Kevin at Holmes and Swafford as I realized I was over my head. Kevin reached out IMMEDIATELY, advised me to share the correspondence and he took it from there. He quickly filed all the needed forms to the state and took care in a day or two what I had been messing with for weeks. Most of all it was the sense of security that it was done correctly and at a very fair price. I sleep well now knowing that I

Kevin handles all of my business' taxes and has helped me save thousands with his knowledge. He takes his time with his clients and makes them feel as if they were his only client. Holmes & Swafford is built on honesty and integrity. Highly Recommend!

My parents have used Holmes & Swafford CPA's for their tax returns for many years now and have always been very pleased with the service. This was the first year my husband and I used them and they were great. Kevin made the process very easy for us. He was very professional and quick to respond to all of our questions. I would highly recommend their office to anyone looking for tax prep or other CPA services.

Kevin Swafford and his team did an absolutely amazing job putting together our 2018 Federal tax returns. They knocked out our business (partnership) return and 2 personal returns in record time. Kevin stayed online until late in the night so that we could meet the IRS deadline to file. His team took the time to analyze our financial situation and develop a strategy that reduced our tax liability by a significant amount. Overall, I would highly recommend Holmes and Swafford's Mt. Juliet office for CPA servic

My family's return was quite difficult including 2 other states but was handled quickly and expertly. We appreciated Kevin Swafford's expertise and attitude during the appointment. I can't say that I will look forward to tax time next year but we definitely enjoyed our tax experience this year and look forward to the same experience next year.

Hands down the best accounting firm around! Both Kevin and Clint are awesome to work with and take the headache away from filing every year! They are always available to happily answer all of my questions and make me feel like I am important to them. I have been a client with them for about five years now and would never consider going elsewhere!

Kevin went above and beyond to get my taxes prepared, with the least amount of stress on me! He was both professional and personable, always with a smile and kind word. Not only can the team take great care of Realtors, but also farmers, personal accounts, investments, etc. Thanks, Kevin and Clint, and welcome to the Providence Place neighborhood!! Donna and Tom Goff

Kevin is our great CPA! He?s very knowledgeable about all the tax laws. He provides good financial advice. Not to mention he?s a really nice guy!

Last year, we had a complex and lengthy return. This was the result of an out of state rental property sale (10-31 exchange) and the purchase of two new rental properties in Tennessee. Considerable time and effort was dedicated and all state and federal guidelines were complied with. Spending time at the office was an enjoyable and stress free experience. My rating for the team is an A+.. I am looking forward to my return visit this year. I encourage others to do the same.

Kevin is the BEST! He is so, so helpful and kind. He literally saved my wife & I thousands of dollars. We are so thankful for our amazing experience with him & will be back for sure! You need him!

Working with Kevin has been the most pleasant filing experience I have ever had! Kevin is attentive, responsive, and had my return completed in less than 24 hours!

Holmes and Swafford CPA associates and particularly my agent, Mr. CLINT SMITH offer expert and thorough tax related services to me, my daughter and grandchidren. Their combined specializations in one office provide advantages for simple and complex computations and reporting. I have found their knowledge to be surpurb, their attention to detail excellent, the environment to be cordial and fair and charges fair.

Clint Smith prepared our taxes and did a great job. He is kind and helpful and very knowledgeable of tax laws. We would highly recommend him.

I?m new to being in business for myself and Kevin is helping me with taxes and bookkeeping. He is very insightful and helpful without talking down to me. He made me feel like he is here to help me. Highly recommended!

Edit from 1st review: Update to 5 stars. Great experience in Murfreesboro. Tim was personable, thorough, and efficient, and I had all my paperwork with my expected return before leaving. Will definitely return to the Murfreesboro location.

I needed a simple financial statement to apply for my contractor's license. Kevin made the process simple for me, and then got it done quickly, at a much better price than I had been quoted elsewhere.

It was joy working with experience and efficiency team at Holmes & Swafford. The process of tax preparation and tax refund was smooth. Highly recommend to friends, colleagues and other institutions. Keep on with the good work

My first time going to Holmes and Swafford to get my taxes done was a great experience. I will definitely be going back next year and recommending them to my friends. Thanks Kevin!

Kevin Swafford is a great guy and does great work! He cares about his clients and is very detail oriented. You'll be in great hands with Kevin!

Kevin was great. I made an appointment, he had my paperwork done in a couple of days. Gave me advise for the future. Great professionalism. Very satisfied with the service. I would recommend.

Kevin Swafford is honest and professional. They truly care about their clients. If you are in need of help with your taxes, I highly recommend Holmes & Swafford!

Have used Clint Smith for a long time and trust him. Firm is very thorough in preparing our tax return to make sure we're taking full advantage of any tax breaks and we trust their accuracy.

I worked with Kevin Swafford of Homes and Swafford CPA's. He is excellent to work with and answered all of my questions thoroughly and efficiently. I would recommend him and his company for anyone in need of a CPA.

The H&S CPA team is knowledgeable and always prompt in assisting with questions or concerns. We've been a happy client for years!

We have been using Holmes & Swafford ever since we moved to Nashville, about 3 years ago. We have been very pleased with their services!

Kevin Swafford and team are the best. They will go above and beyond to make sure you are covered and everything is always correct. I will only trust this team...period.

The people here are great . Very understanding when you need help . Kevin is in the process of helping me now ! Call them you will be glad you do .

Kevin really helped answer my questions and get my situation in order with filing. Highly recommend them here. Very professional and knowledgeable!

Highly recommend these great people. They have always gone out of there way to help me with my business taxes!

Clint is a great man, I couldn't imagine anyone else doing my taxes!

I have been seeing Mr. Clint Smith for years! He?s so knowledgeable and kind.

Your email requesting a review came to my email and dinged during morning worship Sunday.

Have used Clint Smith for years and he is the very best!

Experience with a friendly air.. Easy to work with. You will not be disappointed.

Great experience. Friendly and professional service! Also great location!

Will be seeing you as soon as I get all my paperwork. Dan & Susan Hughes

Excellent service And customer care. Thanx

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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