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Steele Martin Jones & Company PLC

Steele Martin Jones & Company PLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Many praise the team's efficiency, knowledge, and ability to simplify complex tax matters, making the process seamless. Customers appreciate prompt responses, personalized attention, and fair pricing. Several note how the firm resolved previous accounting issues and provided invaluable business support. While most experiences are glowing, one review mentions dissatisfaction with service quality and perceived disorganization for a premium price. The consensus strongly recommends this firm for accounting and tax needs, emphasizing trust and reliability.

About This Listing

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
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

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
In-person Support

Contact Information

Address

100 Stonebridge Blvd

Jackson, Tennessee 38305

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

When you have a business, it is paramount that you have an outstanding accounting firm. Let me tell you, when you have the wrong one it can cost you thousands. After switching to Steele, Martin, and Jones I had incredible results. Tom is very honest and gives you solid advice. His approach is like no other. I cannot say enough good things about this company.

Tom, Christine, and Kristie were wonderful to work with. Always prompt to respond to my questions, on time with monthly accounting for my business, and a HUGE help getting me through the process of selling my business. The pricing is very fair and professionalism is outstanding. You won?t find a better accounting/CPA firm!

My experience with filing a simple tax return here was below average as far as service that was provided. I felt that there was a sense of disorganization and uncertainty when questions or concerns were raised. Once my filing was completed I still had several questions and concerns that for some reason were addressed at the front desk, which was uncomfortable and mostly dismissed and unanswered. For the premium of a price that is paid, I feel I certainly didn?t get my moneys worth here. *Reduced rating to

Steele, Martin, Jones and Co PLC deliver first-class service, with the Southern charm of a smaller firm, where someone always answers the phone, recognizes me, and takes care of what I need, regardless of the season. I was looking for a new accountant for my growing business amidst a challenging time, and fell into my new dream team, Tom Jones (CPA) and Gracie Lott (Professional staff). Even though I reside outside of TN and work in many states, they quickly (and seamlessly from my end) transitioned my bus

Stacey and the team at Steele Martin Jones & Company are second to none. They completed my taxes quickly and I was kept informed during the entire process. I received an extremely organized folder in the mail with all the signatures they need from me highlighted and the vouchers for my federal and state taxes paper-clipped with an envelope for each. They take something as difficult and confusing (to non-accounting professionals) and make it VERY easy and pain free. I trust Steele Martin Jones and recommend

Being new to the area, I was in search of a new accountant and had several tax questions. I called in and was transferred to William. He was very knowledgeable, had excellent customer service and answered all of my questions. I'm very pleased and will use William at Steele Martin & Jones going forward. I highly recommend this accounting company!

Steele Martin Jones & Company PLC is simply the best Accouting Firm and Business Development Advisors in Jackson! Without a doubt! Our business totally relies of their assistance. Tom Jones and Stacy Byrd are so helpful and always so available when we need their assistance. Their rates are fair and competitive. Truly, we would NOT be where we are today without their help. Bob Allen, Jackson, Tennessee

They?re the best. I personally have used Brandon Clenney for my taxes the last 2 years, and I will continue to recommend him to my family and friends!

Always pleasant, friendly, efficient and quick. Will take the time to listen and answer questions. Makes filing taxes a breeze. Thank you William.

I have known the partners and employees of this firm for almost 40 years. They are all as good as you will ever experience in an accounting firm.

Amazing group from top to bottom. They got me out of the biggest mess from my prior accountant, setup my LLC, payroll, etc. I could go on and on.

AMAZING !! People are wonderful and hands down best place.

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.