Tax Services
Insight, Strategy, and Support for Every Tax Need
Taxes touch every part of your financial picture. LBMC’s experienced tax professionals help businesses and individuals plan strategically, stay compliant, and make confident financial decisions. From complex business structures to personal returns, our team provides clarity in an ever-changing tax environment.
Our approach combines technical expertise with real-world experience to deliver practical tax solutions—tailored to your goals, your industry, and your future.
How We Help
LBMC’s tax professionals work closely with clients to simplify complexity and uncover opportunities for savings and compliance. We help you:
- Navigate federal, state, and international tax requirements with confidence.
- Develop proactive tax strategies that reduce risk and improve outcomes.
- Manage compliance efficiently with technology-driven preparation and filing.
- Identify credits and incentives that benefit your business and operations.
- Plan for the future through integrated business and personal tax strategies.
Questions About Tax Services?
Whether you’re planning for growth, preparing for tax season, or navigating complex regulations, our team helps you find the right tax strategy for your situation.
LBMC’s Tax Services
Federal Business
We will work closely with you to understand your business operations and identify tax issues and strategies necessary to meet your business goals. The complexity of income tax laws offers many opportunities for tax savings or tax deferrals. Because it is your right to employ every legitimate means to reduce your tax liability, we focus our tax services on insightful and timely tax planning advice.
State and Local
State and Local Tax needs are constant, recurring events. The impact of state taxation on businesses is complicated. Managing risk and identifying opportunities within state and local tax laws can be overwhelming. This evolving area of the law has created uncertainty on all sides regarding when you are taxable, how much income is taxable, or what is and is not taxable. On the bright side, complexity creates opportunity.
Credits & Incentives
To attract and retain growing businesses, state and local governments provide valuable economic incentives such as grants, tax credits, abatements and more. When your company expands, makes capital investments or adds new jobs, LBMC in partnership with McGuire Sponsel will guide you through the economic incentives process. Whether your company is opening a new location, relocating or expanding an existing facility, the LBMC/McGuire Sponsel team can drive value from investment and growth.
Research and Development Credits
The research and development tax credit (commonly referred to as the R&D Tax Credit) practice conducts retroactive studies, current year engagements, and risk advisory services. Our professionals combine an understanding of tax law with engineering disciplines to maximize companies’ research credits and reduce their overall tax burdens. Your organization will be provided documentation to withstand the highest level of IRS and state tax authority scrutiny.
International Tax
Multinational companies and those considering expansion overseas face a growing number of international tax planning and compliance challenges. It can be nearly impossible to keep up with all the changing regulatory, legislative and tax requirements. Multinational businesses in real estate investment, distribution and manufacturing, technology and many other sectors can turn to our experienced team.
Individual
Historically, wealth was largely passed down from generation to generation. However, today we see wealth created in many ways and an increased need for professional assistance in the management of complex financial affairs for wealthy individuals, corporate executives and families. The LBMC Wealth Advisors team has significant experience in accounting & tax services, estate and trust matters, executive compensation planning, investment services, and philanthropic issues.
Tax Solutions Built Around Your Goals
Whether you’re managing complex regulations, planning for growth, or exploring new opportunities, LBMC delivers practical tax strategies that move you forward with confidence.
Industries We Serve
Our Tax Services team works with businesses and individuals across a wide range of industries, delivering customized strategies to meet unique tax and compliance needs. Whether you’re managing multi-state operations, planning for growth, or navigating complex regulations, we provide the insight and flexibility to support your goals — with industry-specific experience and a practical, results-driven approach.
All Industries We Serve
Local Expertise, Wherever You Are
With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville and Charlotte, plus remote offices, LBMC partners with businesses across the region and beyond.
Why Choose LBMC
LBMC is one of the Southeast’s leading tax firms, combining decades of experience with personalized service and innovative technology. Our team provides integrated tax solutions for public and private businesses, as well as high-net-worth individuals across Tennessee and beyond. Every engagement is led by professionals who understand your industry and your unique tax needs.
Our clients value us for the way we work—bringing together expertise, accessibility, and a genuine commitment to long-term partnership.
What Sets Us Apart
- Deep industry knowledge across business and individual tax areas.
- Proven expertise in multi-state and complex tax planning.
- Integrated services that connect tax with accounting, audit, and related specialties.
- Regional presence with national reach.
- A consistent focus on responsiveness, collaboration, and integrity.
Our Three Pillars of Service
- Preparation & Planning: We start with clear timelines and thoughtful preparation to ensure expectations are met and deadlines stay on track. Regular check-ins—monthly or quarterly—keep communication proactive and transparent.
- Collaboration: We act as an extension of your internal team, offering strategic insight that goes beyond compliance.
- Responsiveness: We deliver timely, accurate solutions and adapt quickly to meet your changing needs, whether for your business or family.
Client Resources
Download K-1 Instructions
Click one of the links below to open the appropriate PDF file.
- 1120S K-1 Instructions – https://www.irs.gov/pub/irs-pdf/i1120ssk.pdf
- 1065 K-1 Instructions – https://www.irs.gov/pub/irs-pdf/i1065sk1.pdf
- 1041 K-1 Instructions – https://www.irs.gov/pub/irs-pdf/i1041sk1.pdf
Upload Documents to Sharefile
Brentwood: https://lbmc.sharefile.com/f/fo031e1f-0f07-48d3-a921-5b8cc2df09f5
Chattanooga: https://lbmc.sharefile.com/f/foce5f52-85aa-40cd-b6aa-884591833945
Knoxville: https://lbmc.sharefile.com/f/fo14a501-a5f7-48f0-9318-4d129f05a439
FAQs About Tax Services
What types of clients does LBMC serve?
We work with a range of clients—from privately owned companies and public businesses to high-net-worth individuals and family offices—across multiple industries.
What makes LBMC’s tax approach different?
Our teams combine technical excellence with a relationship-driven approach. We focus on proactive planning, not just compliance, to help you achieve long-term financial success.
Can LBMC handle both business and personal tax needs?
Yes. Our team supports businesses, families, and individuals with strategies that connect all aspects of your financial picture.
How do I get started with LBMC?
Reach out to your local office or complete our contact form to connect with a member of our tax team. We’ll match you with professionals best suited to your needs.
LBMC's Team of Tax CPAs and Advisors
LBMC Tax
Contact Us
Headquarters (Nashville, TN):
201 Franklin Road
Brentwood, TN 37027
615-377-4600
Office Hours: 8am-5pm, Monday-Friday
Mailing Address:
P.O. Box 1869
Brentwood, TN 37024-1869
Chattanooga, TN:
605 Chestnut Street, Suite 1100
Chattanooga, TN 37450
423-468-5042
Knoxville, TN:
2095 Lakeside Centre Way
Knoxville, TN 37922
865-691-9000
Memphis, TN:
5100 Poplar Avenue, Suite 1400
Memphis, TN 38137-1499
901-685-1040
Louisville, KY:
325 West Main Street, Suite 1600
Louisville, KY 40202
502-585-1600
Charlotte, NC:
3700 Arco Corporate Drive, Suite 175
Charlotte, NC 28273
704-846-6750
We’re happy to answer any questions you may have on what our team can do for you. Please send us a note using the form and one of our professionals will get back to you promptly.