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*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.*
1300 Clinton St Ste 204
Nashville, Tennessee 37203
We have worked with TriStar for the past three years to file our annual taxes and we have consistently had a positive experience. They make the process simple and they communicate well to ensure nothing is missed. Highly recommend!
Honestly the best experience I've had with getting my taxes done. They were very communicative, reasonably priced, got my taxes done quickly, and were very helpful with completing things for my LLC that I didn't know about. I will absolutely be using them again!
Working with these guys was seamless and effortless. They answered any questions we had and were very knowledgeable on things we were not sure about. I would recommend Brad and the Tristsar group. They did an amazing job.
Incredible company and experience! We have been clients of Brad Jones since before he started TriStar Associates and have only continued to be happier clients. It is obvious he invests into his employees and systems to be a great firm to work with. Communication with the team is great, their portal is easy to use, and it is crazy impressive how quickly they turn around our returns once we submit all of our docs. They also help you understand tax implications for upcoming plans so you can make the best de
Brad Jones and team are excellent to work with. This was our first time using TriStar and we couldn't be more satisfied. The professionalism, communication, and speed in which the return was completed were all great. We found our team for our accounting needs.
I had a great experience with this team. I had some fairly complicated taxes this year (in my opinion) and just closed my first year of business. Brad and the team made filling really easy and went above and beyond. They were responsive, worked quickly, and spent undivided time to answer some (probably redundant) questions that I had as a first-time business filer. 10/10 recommend.
We have used TriStar for the last few years and have had an excellent experience each year. Everyone on the staff is knowledgeable, friendly and easy to work with. They are also very timely in performing their work. We highly recommend them! Susan and Bill Huggins
Working with Tristar was a great experience. Scheduling an appointment was very easy, communication was great, and the employees were all very helpful. I would highly recommend working with them and I will be coming back next year for my tax prep.
The whole team at Tristar has been great to work with. They've really helped me understand and get the most out of my taxes for myself and for my small business. Can't recommend them enough!
This is my fifth year working with TriStar Tax and it gets easier every year. The staff is super helpful and communicative. Uploading the required documents is a clear and easy process. Tax returns get files promptly. Thanks for making filing taxes easy. :)
I originally wrote a glowing review back in April but I have to change it because I cannot believe what?s happened over the last few weeks. I had a state tax bill in May that required an audit; fine - that?s why I have accountants! I gave them the information they asked for and they interceded on my behalf. We paid them for that. End of November I get a reply: instead of a refund, the state now says I owe 22k! That?s an unfortunate turn of events but I think it?s miscalculated; I guess the letter my account
Brad and the team are THE BEST! You are in great hands with them. They are prompt, professional and communication is always quick and thorough. They go above and beyond to answer all questions and explain anything that we need more clarification on. We have used them for our taxes and financial planning for years and they have been a godsend. We really couldn't trust anyone else. We highly recommend them and their services!
My wife and I relocated to Tennessee and needed a new tax accountant. We contacted Tristar for support. From the first call, we knew we were in good hands. Hannah clearly explained the process and immediately scheduled us to meet with Ryan. In our consultation with Ryan, he carefully reviewed our documents, answered all of our questions, and advised us on how to prepare for next year's tax season. Our last accountant had filed our taxes late and we had incurred penalty fees. Ryan and team prepared and filed
My experience at Tristar Tax And business solutions was a pleasant experience. Ryan West and his assistant Hannah Johnson were very polite, professional and friendly. The atmosphere was like being at home around family. There wasn't a long wait. I highly recommend this agency.
I use TriStar Tax and Business Solutions for my annual tax filing. They are not only pleasant to work with but provide excellent service. The ability to upload my tax documents into a secure file at an online site throughout the month of January made the process so easy and painless. Once all my docs were in they completed my return in short period of time, sent the filing docs to me for review and submitted my return electronically. They found some things that I was not aware of that benefited my retur
The whole TriStar team does a great job with our taxes. A couple years back, we paid for the tax planning package and they prepared a great report for us as to how we could ethically save money on our taxes. It's paid off immensely over the following couple years and we've save a ton of money on taxes due to the strategies laid out. They are always timely and accurate on our tax filings and are a pleasure to do business with.
The TriStar team has not disappointed me one time since I have been partnering with them for the last several years. I am very glad that I chose them because it has made recent years of tax complexity for my situation extremely easy. I used to do my own taxes but became concerned with new complexities of new investments/life events/out of state taxes that I needed a professional. You will not be disappointed if you partner with TriStar Tax and Business.
Great experience with Daniel, Brittany and the rest of the Tri-Star team. They are responsive, attentive, and most importantly, skilled and well versed. Make a tedious task manageable. Thanks again!
We've been using this team for 5 years now for family tax work and they are excellent. Also used them to set up a home healthcare aide payroll system. Great communicators, solid systems for confidential sharing of documents, and very helpful. HIGHLY recommend!
This was our first year to work with TriStar Associates, as we are a new small business in Sumner County. It was so easy to work with the team at TriStar, and they made the process very easy!
Daniel and team were very easy to work with and super responsive with questions and issues as they came up! First year using TriStar but we'll be back next year for our tax return!
Great job. I had another CPA I had used for years. Due to a change in staffing, I had waited for months to get my taxes done. I took them to Ryan at TriStar, and in TWO DAYS my taxes were filed. I fired the other firm. TriStar has my business now. I'm paying more for their work, but I'd rather pay more to get something done, than pay less for nothing. Heck, I can get that for free.
After years of doing my own taxes I started using 529 funds to pay for my children's education, and I took a deduction from one of my retirement plans, so I decided to look for a professional to keep me on the good side of the IRS. I looked at reviews of several CPA's in Nashville and Franklin, and decided to give Jones & Associates a chance. Meeting with Brad was very reassuring and he answered all of my questions. He completed my returns quickly and I am waiting for my refund! I highly recommend Jones
Jones & Associates has been doing my taxes for the past 3 years and have done a phenomenal job. They?re thorough, professional and know their stuff. I would definitely recommend them to individuals or small business owners like us.
This is my second year with Jones & Associates and I could not be more pleased with the quality of their service! We are a new business and needed help with a number of issues. Brad has guided our business in a positive direction. I would recommend Jones & Associates for all your tax service needs!
Brad Jones and his team did an excellent job on my family's tax preparation! Our situation required extra work due to a mid year out-of-state job relocation, the sale and purchase of a new home, etc. They are very responsive and provided excellent support and value. I would wholeheartedly recommend this firm for your accounting needs!
Brad has been helping me with my investment property in Memphis since 2015. I have never met him or even talked to him on the phone before (all our correspondings are done via emails since I live in Hawaii), but I know I can count on him and his staff. They are very prompt, professional, and available when I need them. I highly recommend Jones and Associates PLLC for anyone who is
I have been with Jones and Associates for more than a year and I am delighted with everything they have done for me. In particular I have been able to save some money with regards to taxes and I have been able have better cash flow with regards to my monthly expenditures. I would highly recommend this company to anyone."
I switched to TriStar to have my 2022 taxes completed. The team was very responsive which is very important to me. Most importantly, my taxes were completed in a time fashion vs my previous tax preparers. It was the next year before I received my refund.
TriStar provides outstanding customer service, and they are the best in town for tax services. They have been my go-to for the past 2 years and have more than paid for themselves with tax savings and convenience.
Great firm. I recently switched firms and I?m glad I found them. The communication was good and the result on my taxes was good as well. I am a consultant so my taxes go beyond the normal W-2 but they had no issues handling them in a very timely fashion. I will definitely continue to use their services.
The team at TriStar takes great care of our business bookkeeping and tax concerns. They're super knowledgable, always responsive, and get things done on time. Couldn't recommend them highly enough!
We are new to the area and reached out to TriStar Associates to prepare our taxes at the recommendation of a neighbor. Brad Jones was initially very responsive and on March 1, 2021 we sent over all of our tax documentation and got back immediate confirmation that everything had been received and they would begin tax prep right away. A month later, April 1, having not had any further communication, we reached out via email for a status update and to see if they required anything else from us. We received no
The only minor issue that I had was the delay in a couple of responses. However, I totally understand that this is an extremely busy time of the year for all accounting firms. In addition, I am used to doing my own taxes and not relying on communicating with anyone else; so, my anxiety was a little higher than normal. All that said, I was very impressed with the personal touch as well as the professionalism provided. I truly believe that this firm is looking out for the best interest of its clients.
These folks prepare my taxes every year, and they are the best! Competent, friendly, patient, and they don?t hesitate to spend one-on-one time with you. TriStar rocks!
Honestly the best tax service in town! This year I was assisted by Ryan West and he was super friendly, knowledgeable and had no problem answering all my questions. They are truly worth the money to file things correctly. I?ve been working with them for years and every time I feel like it?s going to be difficult they ease my mind. Thank you!
Brad(the owner) has been doing my taxes for 8 years. Even though he's in more of an ownership capacity now, the team he's hired takes care of me every year. I have no fear when i submit my documentation I can't recommend this team enough!
Tristar Associates are the absolute best at what they do! I own a small business (e-commerce store) while my wife works a corporate job and after years of struggling to find someone that could help us with every area of our tax planning/prep we finally found that someone! Tristar made the entire process from the initial discovery call through submission of our numerous tax docs as painless/headache-free as possible. Seriously, after years of bouncing from accountant to accountant, we finally feel confident
TriStar helped me through a tough tax season in 2020. They are very thorough and ask questions if they see something askew. They make it so darned easy that I had them do my 2021 taxes and gave myself a day off from doing them myself.
Look no further for a CPA. Brad and his team are friendly and professional at a great price. He was able to work through the best solutions for our small business and personal returns with much more knowledge than individuals we have used in the past. Recommend Brad 100%!
The team has been assisting with both personal and business tax returns for us for 6 years and doing an amazing job. Communication, timeliness, and accuracy are exemplary at all times. Can?t say enough good things about them.
We have been working with the TriStar tax team for many many years - they are wonderful to work with no matter the issue. Highly recommend! Thank you TriStar! - Genevieve Thompson
Brad Jones and company have always been easy to deal with, efficient with the returns, trustworthy and always friendly to do business with. I have full confidence in their knowledge of the ever-changing tax laws.
I've known Brad, Daniel, Hannah, and Ryan for almost 10 Years. They are super pro and always quickly answer my questions right away, even after all these years with 3 different companies. I've learned a lot from them!
Brad and his team have been doing my taxes for several years and each time it is a seamless process handled professionally and in a timely manner. I would recommend Jones and Associates for any and all tax/accounting needs!
Jones and Associates is a wonderful company with a friendly and very knowledgeable staff. Our taxes were completed in a timely manner, and all our questions were answered. I have recommended them to friends, already.
I have been using TriStar Tax for five years. Great service and will continue to use them. Highly recommend.
Brad Jones has taken care of our end of the year taxes for several years. We appreciate him and his staff. He explains to us what?s new on the taxes for this year. I highly recommend him.
We have partnered with TriStar Associates for the past five years and could not be more pleased. The team is accessible, responsive, and committed to providing top notch service.
Brad was professional and courteous. He addressed all of my questions and was very patient. He wasted no time in diving in and getting our business in order. I highly recommend him and his company!
Brad graciously took 20 minutes out of his day to consult with me on some tax questions I had. He was very friendly and truly helped me to understand! He even called me back twice when the call signal dropped. Thank you so much Brad!! I greatly appreciate it.
Very happy with Tristar. They have helped me wrangle my taxes for several years. Helpful, prompt, easy to work with.
Love the technology and file sharing TriStar uses. Definitely makes uploading documents easy. I've worked with this group for years and am very happy with their services.
TriStar Tax and Business Solutions is an extremely professional team. They are excellent and knowledgeable. I highly recommend them for business or personal tax needs!
This is my 2nd year in a row using TriStar. They are always very helpful, friendly, and fast! It?s well worth hiring them as I know my taxes are done right.
Easy portal and great communication throughout the tax process. All questions answered whenever I needed tax advice. Outstanding customer service especially Hannah. Great job once again!
A little uncertain at first, but that is the way it is when ever you start with a new cpa. we just had to get to know each other. You guys have been very helpful in many different ways for us. You guys have helped us to streamline our business. I am very excited to see what 2018 is going to bring our businesses and I know Jones and Associates will be there with a helpful and friendly response if we have any questions.
It has been a pleasure working with TriStar. New to the area and just found them. They worked hard to get everything done on time and were very easy to work with. I highly recommend.
I had a wonderful experience with Tri-Star. They are easy to communicate with and very knowledgeable. Hannah is wonderful to work with!
Daniel did a tremendous job with my taxes, being a small business owner I was overwhelmed with everything I had but he made it super easy and did an amazing job! They have a customer for life!
Only reason I gave 1 star was to be able to post this! Horrible service. After the consultation, I was told I would receive an email with the next steps. I think Daniel was the person. Till this day no email. I?m pretty sure why though, but I?ll leave that alone?..#iykyk
I've been with Brad and his team for 8+ years. As his company has grown so has mine. Not many people I trust more than him and his team with my finances & accounting.
Taxes are not fun, but I really enjoy working with TriStar because they make the process seamless. Highly recommend.
Wonderful service, courteous, knowledgeable and friendly. They walked us through the whole process in filing our taxes and even helped with tax advocacy. I would definitely recommend them.
Tristar has been very helpful in doing taxes for several businesses I have been involved in. They have also been quick to respond to any people I have recommended them to. Very professional and helpful.
Personal or Business taxes, Brad Jones & Associates have got you covered! From expert knowledge and execution to prompt customer service, they are the only ones in middle TN we trust for our corporate taxes to be squared away!
Impeccable service, great constant communication, I would 10/10 recommend!!! Great job to Brad Jones & Hannah Johnson. Looking forward to another easy peasy tax filing for years to come !
The staff is professional and courteous. You can hear the smile on Brittany?s face; warm and personable while helping you get the proper information.
Just called in for a simple question. Girl who answered was rude and answered me extremely fast with no further details. She told me she has other calls to answer and that I was wasting her time? Because the answer she gave me she said was a fact with no documentation? I was trying to clarify my question and needed assistance. Yes she did try and save me time by not setting up a appointment but hanging up on me was clearly un-called for.
Ryan and Tristar were excellent. Ryan made my extremely complicated return with a non-profit and multiple businesses easy.
I can't speak highly enough of Brad and his team. Extremely professional and always a pleasure to work with. Highly recommend!
I've been working with this team for years now and highly recommend. Amazing to work with, great service, and willing to help on short notice. Highly recommend.
I always enjoy my experience working with Brad and his team. A very knowledgeable group that is easy to work with and produces results.
I've been a client for 2.5 years and both Brad and Daniel have provided excellent service in preparing our taxes.
Daniel was a lot of help, very quick to return emails and showed a lot of patience with my lack of knowledge. He did a great job.
It's always a pleasure working with TriStar. They are very responsive and have a quick turnaround.
My experience has been nothing but good with Jones and Associates. They understood my needs and made custom accommodations for me.
Absolutely the BEST filing experience. Everyone was very personable, professional, knowledgeable. I recommend Jones & Associates CPA, PLLC highly.
Wonderful experience with this tax team ! Having been using them for several years and will continue
Quick, informative, and kind. We have loved working with Ryan and team at Tristar.
Very excellent services, Daniel was very educated and very helpful, which turned my nightmare into a big relief. Thank you so much for a smooth transaction!!!!!!
Great company to work with! Affordable, knowledgable, and timely. Made our tax year the easiest one yet!
Daniel Palo is a great accountant and really knows what he is talking about. Highly recommended.
The session we had was great. I would definitely recommend Jones & Associates to others. Thanks for a great year!
Awesome tax service and everyone there is so friendly and nice. I would definitely recommend using them!
Solid communication, quick turnaround times?I would recommend them to friends.
they offer the perfect mix of professionalism and kindness for the (sometimes difficult) client
Very good. Feedback was very timely and they helped me out with all my questions and concerns.
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.