*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
131 Maple Row Blvd Suite 200
Hendersonville, Tennessee 37075
I had a great experience with Daniel last tax season, but unfortunately this year was a completely different story. After receiving my return, I noticed the amount I owed seemed unusually high. After spending hours reviewing it myself, I discovered he had accidentally doubled my rental income on a property ? an error that significantly increased my tax liability by around $4,500. While he did correct the mistake once I pointed it out and acknowledged he had doubled the 1099 rental income accidentally, I ha
Very disappointing. Team seemed strong and very personable. Rates are reasonable, BUT, they will not have discussions verbally without you having to pay additional to schedule time and discuss via phone. They also made an error on my return and when inquiring, laid out in detail via email?.but would not have phone conversation (to ensure I understood why the error) unless I paid the hourly rate for the phone call. Again, very disappointing and I do not recommend.
We are new small business owners and are so grateful for the service we have received. They made filing taxes very easy and have been very willing to answer all my questions (related to being a new business and tax related issues) in a helpful, friendly and accommodating way. It's such a relief having reliable people who are happy to help. I'd recommend this firm!
TriStar did my business/personal taxes this year and were incredible to work with. They made everything so easy and answered any and all questions I had along the way. I highly recommend using them for any other small business owners!
TriStar has been amazing for our small business taxes over the past two years. They?re professional, thorough, and make the process stress-free. Highly recommend their services!
This was my first year filing with Tri Star. Who knew getting your taxes done could be so easy, straight forward and pleasant. They made everything so clear and were very knowledgeable and direct on how things should be done. I?ve literally NEVER had an experience this easy & pleasant. If I could give more than Five Stars I would!
Unprofessional, and terrible customer service, with ridiculous pricing for their mediocre services! Your response to this review is untrue! I would not believe anything they wrote. I decided to leave your company, the day, I had an appointment, and waited 1 hour, along with the unprofessional services! The icing on the cake was getting a bill for over $1000.00,! I then found a wonderful tax preparer! So long!!!
Brad, Hannah, and the entire team at tri star did a phenomanal job with my taxes. This was my first year filing a schedule C and they made the process a breeze. 10/10 would reccomend them to anyone needing tax help!
Great experience and easy to upload documents. The team there responded quickly. I am never doing my own tax's again.
So far this agency is phenomenal! They assist with our LLC and personal inquiries. Very responsive and knowledge!
Brad did an amazing job with my personal taxes for my wife and I along with my business. Highly recommended!
As a business owner I am so happy I found Tristar! My old CPA just did my taxes and never made suggestions to save yearly.
Very easy to work with and simplified the entire tax filing process. We were very happy with their service and knowledge!
Brad and team have prepared our business and personal returns for year. Their service level is second to none!
After a lackluster experience with another CPA firm in the area, we decided to try out TriStar this year for our tax needs for our small business. We were thrilled from the first phone call. They were about the third phone call we made to try to find a good fit and they were the last! Brad Jones and his team were incredibly helpful and eager to assist. We felt like we were just an annoyance to every other CPA we had previously talked to and worked with prior to finding TriStar. We are looking forward to wor
We had to change CPAs after 20 yrs. Brad and his staff, Hannah & Brittney, made this transition so effortless.I love the client portal. It is so easy to view documents and communicate with them at any given time. Everyone has gone above and beyond to make us feel welcome. I would recommend them to anyone!!
Great fast service! Ben helped me out this tax season he did a wonderful job!
This was the second time I have used an outside tax service. I was very pleased with the work they did on my behalf. They caught an error in my return and promptly fixed it.
I have a small medical practice and have used TriStar Tax and Business Solutions for the last 2 years. It has been a great experience. They make filing taxes easy by allowing me to upload all of my documents into their secure portal. Communication has been timely and educational. Highly recommend.
TriStar Tax and Business Solutions offers more than just a service--they make you feel like family. Daniel Palo was attentive to listen to my concerns as a small business owner, and I am happy to have been referred to him. Excellent service! Give Daniel a call!!
Tristar Tax and Business solutions has been phenomenal. I joined during tax season as a new small business (Tennessee Style Weight Loss LLC - medical and surgical weight loss) and they immediately were able to do my taxes within 24 hrs of receiving my tax documents. They are on time with all monthly and quarterly analysis, and are extremely responsive and organized. I could not be happier with the service. Their whole team has been extremely helpful. Highly recommend.
Daniel was amazing throughout the entire tax filing process. This was my first year filing with my husband, and I was extremely overwhelmed with the process due to my husband being deployed. Daniel was patient with me as I compiled all of our documents, and also very helpful explaining our tax situation. He was informative and made the process seamless, and I look forward to using TriStar in future years. Thank you Daniel and team!
I have always filed my own taxes until this year. As a new small business owner, I needed the expertise of an accountant. I'm so glad that I found TriStar Associates. Communication has been professional, friendly, and timely. Their client portal made it so simple to upload my tax documents at my convenience. I will definitely use them again!
I highly recommend Brad Jones and his team with TriStar Tax! They came through for our high school booster club after having difficulty with another accountant. They were professional, efficient, quick and have great communication! I look forward to continuing to work with them.
Terrific personal level of service and value for the money. I have had experience using large accounting firms like Ernst & Young over the years, and TriStar has been worlds better. They have a simple document upload portal that is easy and efficient to use, and the quality of service is excellent. I had very complex taxes this year, and they saved me a lot of money over and above the fees for their services. I'm very happy with the team, and they have secured a long term customer.
So here goes nothing??.I have been using TriStar Tax since 2018 and they are amazing. I have a micro business and have been blown away by their great service, from the top-down. Hannah is great and I absolutely love her accent. Brittany is always helpful and so upbeat. Brad, Daniel, and the rest of the team are rockstars. If you need help contact these awesome people!
We worked with TriStar a few times this year. As a quickly growing business, I so appreciate their knowledge and support. Daniel always has time to answer questions, even in the middle of their hectic tax season. Enjoy your experience with TriStar.
For the last 10 years Brad and his team have consistently been a huge help for me and my small business. They are always very knowledgeable about tax related questions and make me feel confident in how they are advising me. I?m glad they are around to help.
I've worked with Tristar for several years now for taxes and tax strategy consulting. Top notch team that delivers results. Easily accessible, fast turnaround times, great knowledge base. Highly recommend.
TriStar Associates are very professional and knowledgeable. Brad Jones prepared our return in record time using the latest technology. He made a stressful situation fast and easy providing us with peace of mind through his knowledge and business savvy. We will be looking forward to using TriStar services again in the future. Thank you Candice B Mobile Signing Solutions, LLC
TriStar came to the rescue after our inital accounting firm dropped the ball. They were fast, accurate and their communication was impeccable. Hannah and Brad are lifesavers! Fair price too!
This was the first year I was stressed about doing my taxes. Turbo Tax was not going to cut it. I reached out to TriStar Tax and they gave me a free consultation. I was able to send all of my documents over to them the same day. About week later I had my return in my inbox. It was super easy and stress free. I will definitely be returning next year.
Hannah, Brad and Ryan are very helpful. They been preparing our taxes for a few years now, and they do an awesome job! Hassle free, and communication is good. Thank you Tristar Tax & Business Solution.
I had all the support I needed for my 2021 taxes with TriStar tax associates. They are remarkably prompt and always answer any questions I have within a few hours. Thanks for your help with my return, and I look forward to exploring more of your advisory services in the future.
I highly recommend TriStar Tax and Business Solutions. The entire staff was very professional and friendly. The work they did for us was top notch, done in a timely manner and with wonderful communication.
I?ve worked with the TriStar team for all my tax needs for years and am always impressed by their professional, efficient work. I do not have an accounting mind, so it?s really nice to have a team I can just hand stuff off to, or call with any question and get an easy-to-understand answer. Thanks y?all!
We are relative newcomers to the Hendersonville area. TriStar prepared our taxes accurately, in a timely manner, and for a fair price. We are happy to have found them.
First year with Tristar. I wish I had used them sooner. Brad and team Tristar were exceptional. Responsive, efficient, and very informative. I would highly recommend them.
As a REALTOR, it is a complicated profession, and having a team behind me that assists with questions and understanding my business is important. I have trusted TriStar specifically Daniel Palo and his assistants for a few years now,
I have worked with tri-star for 2 years now. They helped me with filing after selling a house and with my business filing. So easy to work with and give great advice.
We have had a great experience with TriStar. Very honest and helpful extremely knowledgeable team.
From Hero?s to Zero?s in one tax year. Loved working with Daniel, brought in a new guy, not so much!! Took 5 months, multiple phone calls, finally got them filed, wrong, had to refile. Charged almost three times as much as previous years, without even so much as a courtesy call during all this. Two weeks later received a letter from the IRS, I owe 1600 hundred dollars in late fees and penalties for filling late, went back and they offered no help in responding to the IRS. Good luck with the new guy, I wont
First year working with Tristar. Will not be my last. The team responded rapidly to requests, extremely knowledgable and efficient. Highly recommend.
I have been with Tristar for more than five years. They have been instrumental in helping me run my dental practice. I would recommend any company needing an accounting firm to consider Tristar as their accounting advisor.
Tri-Star was amazing! Very helpful answered all of our questions, Brad and his team processed everything in a timely matter! Very happy we made the switch to Tri-star!!
After spending two decades with the same accountant they had become complacent. Jones & Associates reviewed our companies status and guided us in the correct direction for success in the coming years. I highly recommend Jones & Associates for all your accounting and bookkeeping needs!
TriStar Tax is an excellent service! We just did our first tax return for our business and they were kind and patient providing all the answers to our questions. They went an extra mile for us!!! thanks!!!
Excellent team at TriStar. Brad Jones is the go to guy. Everyone in his office is professional and kind. Highly recommend this team.
Brad is awesome! I have been working with him for couple of years. He is very helpful, knowledgeable, and trustworthy!
The staff and Brad Jones were great! Start to finish professional and very timely with tax prep. Thank you all
We really love the team at TriStar Tax. Everyone is so Professional, kind and responsive with any questions or concerns.. Highly recommend!
They are truly the best - Brad Jones and company have helped us grow our business in ways we couldn?t have done ourselves. Highly recommend.
Brad has been doing my taxes for over 7 years now and does a great job.
They have saved me so much headache and $. Bless the people that work here!!! Thank you for making taxes a non-issue in my life.
Daniel and Brittany were very helpful and professional. They made tax season stress free this year!
I have worked with Brad and his team for a while. They always go above and beyond and I can count on them. They respond quickly and professionally.
Five years in with TriStar and they have always been quick and accurate with our business taxes. I would highly recommend them
Sooo thankful For the whole office a the hard work they do!! Special Thanks to Brad & Brittany!! Yall are Awesome!!
Daniel was incredibly personable, helpful and knowledgeable. They give first rate service. I?m beyond pleased with my experience.
Wonderful team at TriStar!They worked quickly to help me with my return.
Been using them for years! & we will continue throughout the years! Super fast; effective, and responsive! Love them!
The team at TriStar has taken care of our business and personal tax needs for the last two years and we look forward to using TriStar for future needs!
Very professional, great customer service, Brad was very straight forward and personal.
their whole team is always ready to guide and welcome your questions
Quick. Efficient. Knowledgeable. Professional. Overall, great to work with.
Daniel did an amazing job answering all my questions and concerns. I am so glad we went to get help. Thanks Daniel
Quick, informative and responsive
Great experience with the TriStar team- super responsive and knowledgeable!
Fantastic turnaround time with attention to detail and quality service.
Excellent professional and timely service. They provide a great friendly customer service experience.
Friendly, professional staff with very prompt turnaround time
They know the tax business!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.