Tax and Advisory Guidance
Rooted in Trust.
A CPA firm for businesses, families, and the work that lives between the returns.
Four CPAs. Fifty-five years of public-accounting depth. Partner-signed work for clients across the Mid-South and beyond.
Send us documents. Pay an invoice.
Upload Your Documents
Send us returns, K-1s, statements, and notices through a secure, private upload page. No email attachments needed.
Pay an Invoice
Pay your Four Oaks invoice online through a secure payment page.
What we do.
Six focused practice areas. Each one signed by a partner before the work leaves the office.
Individual & Family Tax
Federal, state, and multi-state returns. K-1s, RSUs, rental property, residency changes.
Learn MoreBusiness Tax
S-Corp, partnership, LLC, and C-Corp filings, with entity selection and multi-state nexus built in.
Learn MoreTax Planning
Year-round projections and the moves that change the number before April.
Learn MoreBusiness Advisory
Strategic counsel for owner-operators, from first entity filing through succession.
Learn MoreTrust, Estate & Succession
Estate and trust returns, wealth-transfer planning, and succession design. Depth that's increasingly rare.
Learn MoreIRS & State Representation
Notices, audits, appeals, and collection matters. We take it from there.
Learn More
One oak.
Four partners.
Look closely: our mark is a single oak whose canopy and trunk form the numeral four. One firm, rooted, grounded, deliberate, with four partners holding it up. We work as one bench, not four silos, and every partner is fully versed in every part of the practice.
No matter which door you walk through (a return, a planning question, a notice, an estate), you get the full firm. And the partner you start with stays with you.
Meet the PartnersBefore you
pick up
the phone.
The questions we hear most often from prospective clients. If yours isn't here, ask us on your first call.
Are you taking new clients?
Can we work with you remotely if we're not in Tennessee?
What does the process look like from first call to filed return?
How do you handle prior-year returns from our old preparer?
What industries or client types do you serve?
Encrypted Document Exchange
Returns, K-1s, and statements move through encrypted links and a private upload page. No email attachments for sensitive files.
SOC-Aligned Vendors
Tax software, document delivery, and storage all run on vendors with SOC 2 reports, which we review annually.
Need-to-Know, Always
Your engagement partner sees your file. We never share information across clients, with marketing, or with third parties.
Start with a 30-minute call.
No charge, no commitment, no follow-up unless you ask.
Tell us about your situation and we'll give you an honest fit-or-no-fit answer and a proposed time to talk.
Coming soon.
Our inquiry form and booking calendar will open here shortly. Contact details are TBD and will be posted before launch.