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Sims CPA Consulting PLLC

Sims CPA Consulting PLLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional expertise, professionalism, and personalized service. Clients praise the comprehensive support for business and personal taxes, timely responses, and proactive tax planning. Many note reduced stress, cost savings, and strong recommendations. A single negative review cites poor response times and incorrect information, but the vast majority emphasize trustworthiness, knowledge, and reliability.

About This Listing

CFO Services
Tax Preparation
Tax Planning

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

CFO Services
Tax Preparation
Tax Planning

Contact Information

Address

1881 General George Patton Dr #104

Franklin, Tennessee 37067

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Sims CPA has become an integral part of my consulting team. From complex business tax issues, to personal tax returns, Phil has a range of knowledge and experience to recommend solutions. Phil is easy to get a hold of and responds timely, which has been a relief when trying to make quick decisions which will have tax consequences. I would highly recommend Sims CPA to other clients.

I have been using Phil Sims for my company and personal taxes for the past 3 years. I formerly had been using a larger CPA firm for many years. Phil has given us his personal attention and has provided excellent service while saving us money by providing tax planning and strategies in helping to lower our tax burden. I highly recommend his firm. Todd McWilliams Excel Adjusting Company Franklin, TN.

Phil has been a tremendous help to my family. We have a fairly complicated tax situation involving multiple States and multiple family members. His knowledge is great and his advice has been spot on every time. Phil can bring in additional resources if the financial question is out of his direct expertise. Our tax returns have been smooth without any issues. I have recommended Phil to my friends.

We have been using Sims CPA consulting for over 2 years now and have been very pleased with his work and professional results. Dealing with the financial challenges of a small business can be stressful. Sims CPA consulting has really done an excellent job at taking away that stress and allowing us to focus on growing our business.

Sims CPA continues to be an integral component in running our professional Engineering Firm. Be it income tax advice, State filing requirements, payroll questions, and everything in between necessary for running a business correctly and in full compliance, Sims CPA has been a true value. We are most appreciative of their expertise, professionalism and personal service.

Sims CPA Consulting has been a tremendous support system for my business. From taxes to business questions, they have listened, learned about my business, and have become an important part of my business. They handle everything with honesty and are professional.

I would highly recommend Sims CPA for any of your accounting needs! They do a great job and really allow me to focus on other important aspects of my company. Definitely give them a call and you won?t be disappointed.

Phil has been a great resource for me personally, as well as a trustworthy CPA that I can refer clients too that does a great job of tax completion in addition to proactive tax planning!

Phil has guided me every step of the way. I have a small business and Phil has been a great asset to me. He takes the time to explain everything to me as to maximize the most benefits I can receive. I really appreciate his knowledge, his time and patience.

Phil does a great job diving into your business to understand what path is best for you. His response rate is great, too. I'd highly recommend him.

Horrible Experience!!! A lot of the information we received from Phil was incorrect. We had to just handle ourselves what we hired Phil to do. Very Very poor response times. We are terribly disappointed! This is not an experience I would recommend to anyone!

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.