Edmondson, Betzler & Montgomery, PLLC

Certified Public Accountants

 

About EBM

Client Services

Members & Staff

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Industries Expertise

At EBM, we know that clients expect their professional advisors to have insightful knowledge regarding different industries in which they operate.  Maintaining industry expertise will aid clients in expecting the unexpected and planning for the future.  Industry specialization is fundamental to performing an audit, providing tax advice, or advising on business strategies.  Various industries are represented among our growing client base.  The following is representative of many types of clients for whom we provide services:

      •   Banks
      •   Construction - Residential and Commercial
      •   Educational - Colleges and Universities
      •   Distribution
      •   Health Care
      •   Manufacturing
      •   Not-for-Profit
      •   Real Estate
      •   Restaurants/Food Service
      •   Wholesale and Retail


Audit Assurance and Business Advisory

The primary focus for EBM includes tax, audit and accounting services.  Our assurance services include, audit, accounting and regulatory advice, and attest services.

Audit

Our audit members have developed a highly efficient audit system.  The audit process in which personnel at EBM engage, ensures that a thorough audit is conducted.  This well-planned process keeps clients and their staff free from excessive interruptions and provides valuable feedback.  Our audits look at businesses as a whole and are aligned with each unique business function, not just your financial process.

Accounting

Annual audit reports provide the highest level of assurance to banks, shareholders, board of directors, suppliers and others who may request financial reports.  However, interim financial reports are also needed, primarily for decision-making.  EBM can assist in preparing these financial reports on a regular basis (monthly or quarterly) or as requested.  The accounting services we provide ensure that clients are presented with the information needed to make accurate business decisions.

Small Business Services Division

Starting a business or managing a growth company requires professional financial management for long-term success.  The Small Business Services Division at EBM is able to work with the client in assessing the current state of existing financial management and identifying gaps and overlays in managing the financial tools and resources. 

The Small Business Services Division provides both the basic accounting services and financial consulting services that fulfill the Chief Financial Officer (CFO) or Controller function for start-up growth companies in numerous industries.

Tax Services

EBM's tax practice is focused on finding opportunities and leveraging them to benefit our clients.  The constant changes in the tax law make it difficult for businesses and individuals to stay informed.  Working with the professionals at EBM who are familiar with the on-going changes and their application, allows the client, to feel confident that they are in compliance with all the pertinent tax laws.

Tax services to business owners include:

     •   Corporate and partnership tax preparation
     •   Multi-state tax consulting and preparation
     •   Consulting to minimize taxes
     •   Tax impact analysis of buy-sell agreements, entity election, reorganization and other matters
     •   Mergers/acquisitions
     •   Estate planning
     •   Business succession planning
     •   Other tax filings such as sales tax and payroll tax

Tax services to individuals include:

     •   Tax return preparation
     •   Developing tax strategies to achieve financial goals
     •   Estimated tax payments
     •   Tax impact of pension/profit sharing plans
     •   Investments and tax shelters
     •   Trust and estate tax planning
     •  Overall asset protection




Edmondson, Betzler & Montgomery, PLLC
12 Cadillac Drive, Ste. 210, Brentwood, TN  37027
and
1535 W. Northfield Blvd., 14 Lincoln Square, Murfreesboro, TN  37129
Phone:  615-916-3100

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