Business Owners Doing $1M+ Per Year

If Your Tennessee Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

You give us 4 meetings a year, and our team handles your books, every tax move and your return.

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Proven Results

What Business Owners Say About Working With TriStar

4.9 from 118 reviewson Google
“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.”
TTTyler ThompsonGoogle review
“...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!”
FCFrank CardenasGoogle review
“We have worked with TriStar Tax & Business Solutions for both our business and personal needs for five years now and we couldn't be more satisfied! They are incredibly knowledgeable, responsive, through, and they consistently make complex financial/tax matters feel stress-free.”
CKCasey KGoogle review
“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!”
SMScottie M.Google review
“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.”
TLTony LaflinGoogle review
“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!”
THTrevor HaggardGoogle review
“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.”
DMDennis MirukaGoogle review
“...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!”
CKCasey KlasGoogle review

Is This You?

Who Is This For?

Who This Is For:

  • Tennessee business owners doing $1M+ a year in revenue
  • Owners whose CPA files the return each spring but never plans the year with them
  • Owners whose tax bill has grown right along with the business
  • Owners who want their books, payroll, tax planning and return handled by one team
  • Owners who'd rather give 4 meetings a year to their taxes than chase forms themselves
  • Owners who want every tax move documented in case the IRS ever asks

This Is Not For:

  • Businesses doing under $1M a year
  • Individuals who only need a personal return filed
  • Owners looking for aggressive schemes that won't hold up with the IRS
  • Anyone happy to wait until April to find out what they owe

100% Done-For-You

Here's Everything We Do For You

How TriStar's Quarterly Tax Advisory Service works for a business like yours.

Quarterly Strategy Meetings

We meet with you one on one every quarter to go over your goals, your income and where you expect the year to land, in one of our offices or virtually.

We Put The Moves In Place

Our team carries out the changes we agree on with hands-on implementation support, so every move is actually set up before December 31st instead of sitting on a list.

Accurate Quarterly Estimates

We work out your quarterly estimated payments and tell you what to pay and when, so there's no surprise payment waiting for you at tax time.

IRS-Ready Documentation

We track your tax strategy and the records behind it in real time, building a defensible, audit-ready file so nobody has to rebuild anything from memory later.

Your Return Filed In-House

Year-end tax preparation is part of the service. The same team that planned your year files your return, with no third-party handoffs and no unexpected fees.

Books And Payroll Handled

Our business services team keeps your books and runs payroll, so the numbers we plan from are always current. Our team also holds QuickBooks ProAdvisor certifications.

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On The Record

Does It Actually Work?

“
...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.
NA
Nate Alger
Google review
“
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.
CP
Chris Perreault
Google review
“
...Our tax return is complicated and very involved, and we have peace of mind the taxes are filed correctly and every tax benefit is found along the way to help us save money.
MO
Mike O'Neill
Google review
“
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.
CT
Chris Templeton
Google review

Still On The Fence?

Frequently Asked Questions

I already have a CPA. Why would I need TriStar?+
Filing a return and lowering your taxes are two different jobs. Filing happens after the year closes, while planning happens while the year is still moving. Our Quarterly Tax Advisory Service includes your year-end return, so you don't have to manage two firms or pass documents back and forth. On the call we'll weigh what a switch would mean for your business, and you won't be asked to decide anything that day.
How much of my time does this take?+
Four meetings a year, one each quarter, in one of our offices or virtually. Between those meetings our team does the work: the books, payroll, the setup and paperwork for every change, and your estimated payments. If a question comes up in between, you can call us instead of saving it for the next meeting.
Will these tax moves hold up with the IRS?+
Every move we use is a rule written into the tax law on purpose, like paying yourself a reasonable salary or timing purchases the business already needs. We keep the records behind each decision in real time, so your file already holds the answer if the IRS ever asks. Larrice Carter, one of our tax managers and a CPA, worked 10 years at the IRS in its small business division, in collections and audit.
What does it cost?+
We don't publish one price, because the fee depends on the size of your business and whether you want us on your books and payroll too. Your fee is quoted up front on the strategy call, before you commit to anything.
When will I actually see the savings?+
The savings land on your return when it's filed, because the same team that planned your year prepares it. Some of the biggest levers, like the salary you pay yourself through payroll or equipment you already plan to buy, only count if they're done by December 31st. That's why we start planning now, while the year can still change.
Do you only work with businesses near your offices?+
We have offices in Nashville, Brentwood, Hendersonville and Germantown, Tennessee. Every quarterly meeting can also happen virtually, and documents go through our secure client portal, so you don't need to be near an office to work with us.
Can you take over our bookkeeping and payroll too?+
Yes. Our business services team, led by partner Brian Jones, CPA, keeps your books and runs payroll, so the numbers we plan from stay current all year. If you already use QuickBooks, our team holds QuickBooks ProAdvisor certifications.
What should I have ready for the strategy call?+
Your 2025 returns, the company's and your own, plus your latest P&L from QuickBooks or whatever system your bookkeeper uses. If a separate company owns your building, its return helps too. Don't worry if you can't find everything, because the gaps often point straight at the savings.
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One Last Step

Ready To See What Your Business Could Save This Year?

On the call, Brad goes through what the business brings in, how you pay yourself and what you paid for 2025. Then he shows you where you're likely overpaying and what can still change before December 31st.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.