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TriStar CPAs, PLLC

TriStar CPAs, PLLC

Reviews Summary

Consensus: The reviews consistently highlight exceptional professionalism, responsiveness, and personalized care. Clients praise the team's efficiency, thoroughness, and ability to simplify complex tax matters. Many appreciate the friendly, supportive approach, feeling valued beyond just a client. The service is described as timely, knowledgeable, and stress-relieving, with clear communication and tailored solutions. Long-term clients note sustained excellence year after year, emphasizing trust and reliability. The overall sentiment reflects high satisfaction, with frequent mentions of strong recommendations due to the combination of expertise and genuine care.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance

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

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance

Contact Information

Address

421 E Iris Dr Suite 202

Nashville, Tennessee 37204

Visit Website Call Now Get Directions

Customer Reviews

Amy and TriStar CPAs, PLLC have been exceptional in their professional relationship with my wife and me. Not only do they provide excellent service, but they are very caring and supportive. I do not feel that my wife and I are seen as just another client to get through the system and move us on, but as neighbors/friends who are cared for and valued. We really appreciate TriStar's quality of service.

Small biz owner here. I engaged Amy Phillips CPA on the advice of our bookkeeping firm. Extremely professional and friendly - responsive, flexible.

We have worked with Amy Phillips for the past several years. She is our third accountant and by far the best. She is prompt, courteous and thorough. We believe she is a very skilled tax advisor and we highly recommend her and TriStar.

Accurate, completes work in a timely manner, extremely helpful, friendly

Amy and her team could not be better! I've been working with them since I moved to Nashville in 2017 and have had a great experience year after year. Kind, knowledgeable, and always there to answer questions!

I highly recommend TriStar CPA's PLLC! Amy and Kele have been amazing! They are both very professional, honest, helpful, timely, and I am very happy to be working with the team at TriStar CPA's!

We have used their services for the past four years. We find them to be professional and efficient in preparing our taxes. Amy Phillips has been our tax accountant from the start and has taken the worry out of tax preparation for us.

They do a great job! They prepare an individualized packet to help me remember to gather all the tax info I need. They are always quick to respond with any questions and very personable. I would highly recommend their services.

Kele is a literal tax angel. I walked into her office in tears worrying the worst; she consoled me and got down to business and took care of all of my worries in an hour. So happy to have found her!

We found TriStar to be very helpful and efficient with our tax returns. See you next year! -Dan Gunter

Thorough and responsive. Always a pleasure working with Amy and the Tristar Team.

Great to work with. I would always get a quick response with any questions.

Glynn is very knowledgeable, professional, and explains everything cleary to a non tax person like myself

Excellent customer service. They really care about doing a great job

Very friendly and thorough.

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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