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In an effort to serve you more efficiently,
we have installed direct dial numbers for everyone at our downtown office.
The main phone numbers for the Downtown and Green Hills offices remain
unchanged. All
downtown direct dial numbers are 250-6###; replace the ### with the extension of
the person you are trying to reach. For example, Jay's direct dial
number is 250-6143 which should not be confused with our main downtown number of 255-6143.
For your convenience, below are our phone
and email addresses.
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Downtown Main Line |
255-6143 |
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Downtown Fax |
255-6184 |
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Green Hills Fax |
279-0709 |
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 Help
us welcome our newest accountant, Carey Alexander!
Carey joined us this past tax season as an accounting
intern following a financial planning internship with a
local wealth management firm. He did such a good job
we kept him on a part-time basis through the summer and
recently he accepted a full-time position with the
firm’s downtown office.
Carey
earned a Bachelor’s degree from Belmont University in
December 2006, with a major in Accounting. He is
currently taking night classes in pursuit of his Masters
of Accountancy from Belmont University which he hopes to
complete in August 2008, then plans to sit for
the CPA exam. During his undergraduate studies, Carey
was a four year letterman for the Belmont Bruins soccer
team. He now coaches youth soccer in the Williamson
county area and also enjoys golf. Carey is a member
of the Harpeth Hills Church of Christ. |
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Don't Skip Payroll Tax Deposits
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Employers don’t usually think of themselves as
tax collectors. But that is their basic function
when it comes to the federal taxes they withhold
from their employees’ wages. Income taxes and
FICA (Social Security and Medicare) taxes that
have been ...click
here for more... |
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Investing Yourself In Performance Reviews |
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What do you think of performance reviews?
Are they a necessary evil and an overall waste of time?
Or an opportunity to have a meaningful dialog and make
improvements? No matter which side
...click here for more... |
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Teach Your Children Well |
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Want to help your children
or grandchildren become knowledgeable investors? Time,
patience, and access to the Internet can help you get
started.
...click here for more... |
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QuickBooks Tip: Handling Customer NSF Checks |
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Q. I received a notice from the bank that a customer’s
check has been returned. What is the best way to handle
it?
A.
Unfortunately, as a part of doing business, occasionally
you may received an NSF check from one of your
customers.
...click here for more...
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