Tax Planning & Compliance Services

Offering the extensive resources of a national consulting and advisory practice, while providing genuine and personalized client service, PYA distinguishes itself with a thoughtful, forward-looking approach. Our tax professionals are client-focused, helping organizations and individuals create tax strategies that can strengthen their financial positions.

PYA is a leading accounting firm headquartered in Knoxville, Tennessee, with offices in Nashville, Atlanta, Charlotte, Tampa, and Kansas City, and we have client-serving employees in over 20 states. We are consistently ranked as a Top 100 Accounting Firm in the nation. Further, PYA enjoys the third-highest female ownership among the Top 100 Accounting Firms. PYA has been recognized nationally as a trusted resource whose team of industry experts, thought leaders, “big problem” solvers, and strategic thinkers and doers is touted for its extensive breadth and depth of experience.

Our Tax Planning & Compliance Services

What We Do

Where We Help

Your PYA Tax Concierge

Radically Responsive

PYA_Tax_Concierge_Services_Illustration-1200

Radical Responsiveness is a PYA core value. We are committed to being there when you need us. If your PYA executive contact is unavailable, your Tax Concierge is your direct phone or email contact for quick help. They can walk you through non-technical questions, put you in touch with your executive contact, or schedule a meeting when needed.

Your Tax Concierge can:

Be your first point of contact for any issues or questions.
Provide assistance with SafeSend and other programs.
Guide you on how to complete your engagement letter, organizer, and tax return signatures.
Guide you on how to submit documents to PYA.
Provide the status of your return.
Schedule an appointment with your PYA executive contact for tax advisory services or any other tax questions or issues.

Connect with your Tax Concierge:

TaxConcierge@pyapc.com

(865) 684-2800

Tax Planning & Compliance Services Frequently Asked Questions

What types of needs can fall within a broad tax planning and compliance relationship?

The service scope can include business compliance, estate planning, accounting advisory, healthcare tax services, individual tax services, international tax services, and specialized tax services. This allows related planning and compliance needs to be addressed within a coordinated tax relationship.

Can tax planning and accounting advisory be coordinated?

Yes. Accounting advisory is included alongside business compliance and other tax services in the broader service framework. Coordination may be useful when tax matters also involve financial reporting, accounting processes, projections, dashboards, or other financial information used for planning.

Why can industry context matter when evaluating tax needs?

Tax support may be needed across commercial products, financial institutions, healthcare, hospitality and entertainment, nonprofit organizations, professional services firms, real estate and construction, technology and SaaS, utilities, and individual circumstances. The appropriate tax and advisory scope should reflect the organization or individual being served.

What practical help can a tax concierge provide during the filing process?

A tax concierge can serve as a first point of contact, assist with SafeSend and other programs, explain how to complete engagement letters, organizers, and return signatures, provide document-submission guidance, share return status, and schedule time with the appropriate tax executive.

Does tax planning and compliance have to focus only on annual return preparation?

No. The service line includes estate planning, accounting advisory, international tax, healthcare tax, individual tax, and specialized tax services in addition to business compliance. Those areas extend the relationship beyond completion of a single annual return.

The PYA Difference

Over our 40-year history, PYA has consistently delivered high-value advisory services to our national client base. Our team is deployed to develop custom plans using proven approaches and work plans.

Independence

Private ownership means we answer only to our clients, not to third-party investors, giving us the freedom to be thorough and thoughtful in our work. We judge our success by our clients’ success.

Relationships

We value long-term relationships and work hard to maintain them. Our commitment to client relationships and the communities we serve remains constant.