Purtee CPA
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Jeffrey Purtee

9 Sep 2024 • 1 min read

Brenda

“Mr. Purtee has walked us through changing our General Contracting business from a sole proprietorship to an LLC. He made himself available to answer questions and to inform us of what would be expected to stay in good standing with Federal and State tax laws. Our business and personal tax returns were prepared timely and confidentially. I recommend!”
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9 Sep 2024 • 1 min read

Partnership

Strategic Advisory

Use your financial information to make confident decisions and guide your business forward.

  • Everything in Growth
  • Strategy meetings
  • Cash flow planning
  • KPI reviews
  • Growth and decision support

Best for: Businesses looking for an ongoing financial partner.

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9 Sep 2024 • 1 min read

Growth

Proactive Tax Planning

Plan before year-end to reduce surprises and identify tax-saving opportunities.

  • Everything in Foundation
  • Tax planning meeting
  • Estimated tax guidance
  • Year-end strategies
  • Ongoing planning support

Best for: Businesses that want to make proactive tax decisions.

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9 Sep 2024 • 1 min read

Foundation

Bookkeeping & Tax

Reliable financial records and tax compliance give your business a strong foundation.

  • Monthly bookkeeping
  • Financial statements
  • Business tax return
  • Year-end review
  • Year-round support

Best for: Businesses that need dependable bookkeeping and tax compliance.

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Purtee CPA

Helping business owners make informed financial decisions with practical guidance and year-round support.

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  • Blog
  • Contact
  • Client Portal

Get In Touch

(615) 263-4300
info@purteecpa.com

Location

714 West Main St.
Suite 209
Murfreesboro, TN 37129

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