Tax Planning & Filing Services

Before making an important Tax Planning decision related to personal or business taxes, consult the tax experts at Southern Payroll & Bookkeeping.  We will help you consider and plan for tax implications in the most strategic way possible. Using advanced Tax Preparation software that directly integrates into our client’s bookkeeping platforms, our expert Tax Team is able to provide customized advice based on each unique situation and scenario. Our Tax Team conducts Quarterly Planning Sessions with our clients, so that we are able to proactively plan throughout the course of the year! 

Maximizing Tax Deductions 

Avoiding over or under payment of taxes requires careful and accurate use of deductions. Our tax preparers help ensure compliance with all tax regulations, all while keeping the most money in your pocket. We can help make sense of complicated deductions for healthcare, business expenses, self-employment, and even home-office set-up. 



Business & Corporate Tax Filing

The tax experts at Southern Payroll & Bookkeeping have the business tax expertise to guide and advise your business on regulations, strategic business goals, and efficiency planning. Our Quarterly Tax Planning Sessions allow us to accurately forecast your company’s finances, regardless of the natural ebbs and flows of your business and the economy. 

Individual Income Tax Planning

From filing status, dependency deductions, estimated taxes, medical expenses, itemized deductions, investment taxes, rental income, and retirement plan considerations, our Team is here to help. We have your tax planning and filing requirements covered throughout any of the 50 states.

tax planning services

Electronic Tax Filing and Advanced Tax Preparation Software in Chattanooga, TN

The tax experts at SPB have the tax expertise to guide and advise on regulations, strategic business goals, and efficiency planning.  Whether a start-up or a seasoned multi-million dollar corporation with hundreds of employees, we’re here to help.