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Horlacher, Williams + Lowery, PLC

Horlacher, Williams + Lowery, PLC

Reviews Summary

The majority of reviews are extremely positive, highlighting exceptional service from the CPAs. Professionals are praised for their expertise, responsiveness, and ability to simplify complex tax and accounting matters. Many clients appreciate thorough explanations, prompt communication, and strategic advice that saves money. Several mention long-term satisfaction with their accountant's reliability and knowledge. There's one negative review criticizing unprofessionalism, but overwhelmingly, clients highly recommend the firm for both personal and business needs, emphasizing trust and excellent results.

About This Listing

Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Construction
Contractors
State-Specific Experience
Local Tax Credits

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
Construction
Contractors
State-Specific Experience
Local Tax Credits

Contact Information

Address

5214 Maryland Way #207

Brentwood, Tennessee 37027

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I am so happy I found this firm. I used to have an amazing accountant who retired, and I was forced to switch to a subpar company that was not good at handling all the complexities of small business. I finally left them when my brother recommended Horlacher Williams and Lowery. I am so happy they were able to accept me as a client. They are very professional, very communicative, and very good at what they do. It's so nice to know you're in good hands when it comes to complicated accounting and tax stuff.

We've worked with Todd Stewart as our CPA for several years. Todd is extremely helpful, responsive, and organized. He explains tax matters thoroughly and is prompt in his communication. Highly recommend!

When we started our business we new we needed a good CPA. We were referred to Todd Stewart at Horlacher, Williams, Lowery. He did an amazing job doing my audit to gain my General Contractor?s licensure. Also, with his knowledge of tax law we qualified for the ERC credit in our first year in business. Todd is a straightforward guy that will keep you in compliance while taking advantage of tax breaks small to large businesses. David Daniel Roof Solutions, LLC

We've been working with Todd Stewart for several years now and couldn't be happier! His professionalism, knowledge and quick responses to our questions (and sometimes crazy doc requests!) gives us great peace of mind and we always know we're good hands. Thanks Todd!!!

Allison is a wonderful and highly experienced CPA. I sent a colleague of mine in need of some tax preparation and planning assistance to her, and he's overjoyed with how she's handled everything. Whether you're seeking personal or business tax and accounting advice, I highly recommend you speak to Allison!

Just a few short weeks before a huge trial, my expert backed out. Ken Lowery came highly recommended. He took a very complex case with very short notice and condensed everything down into something a lay person could understand. He was instrumental in our success. Thanks Ken!

Our accountant Todd Stewart is really good--responsive and thorough, and gives great advice without using confusing jargon. Highly recommend!

Todd Stewart is my CPA. He has steered us in the right direction for several years. Solid, knowledgeable and experienced.

Todd Stewart is fantastic. His smart advice and thoroughness added significant value for us. Highly recommend.

Allison Reynolds with Doyle & Horlacher helped us with an IRS inquiry into my dad's estate. She took the time to go over the info requested by the IRS, research the missing documentation and respond to them with a resolutions that resulted in us receiving a refund instead of paying several thousand dollars had we just responded directly to their request. Thank you Allison!!!

These guys are terribly unprofessional. Avoid at all costs.

Todd Stewart is great!

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.