Burkhalter and Associates, PC - Nashville, TN

Dual-Licensed Legal and Tax Experts

Burkhalter and Associates, PC, also known as The Burkhalter Group, is a unique professional services firm that bridges the gap between legal counsel and financial management. Led by Ted A. 'Tab' Burkhalter, who is dual-licensed as both an Attorney and a Certified Public Accountant (CPA), the firm offers a comprehensive approach to wealth management and business strategy. This dual expertise allows the firm to handle complex matters that require both legal and tax knowledge, such as estate planning, business formation, and tax litigation. With offices in the Nashville area and East Tennessee, they serve clients ranging from startups to established companies with significant revenue.

Integrated Financial and Legal Solutions

The firm operates on the philosophy that legal and financial health are intertwined. For business owners, this means having a single resource that can draft their operating agreement, handle their payroll, and represent them in a tax audit. For individuals, it means crafting an estate plan that not only distributes assets according to their wishes but also minimizes tax liabilities. Tab Burkhalter's background includes an MBA with an emphasis in International Human Resources, adding another layer of strategic depth to the firm's advisory services. Whether it is resolving an IRS dispute or setting up a non-profit, the firm provides holistic guidance designed to protect and grow client assets.

Practice Areas

• Tax Law: Representing clients in IRS audits, tax litigation, and offering strategic tax planning.
• Estate Planning: Drafting wills, trusts, and powers of attorney with a focus on tax efficiency.
• Business Law: Assisting with entity formation, contract review, and succession planning.
• Non-Profit Law: Guiding organizations through 501(c)(3) application and compliance.
• Asset Protection: Structuring finances and legal entities to safeguard personal and business wealth.

The Nashville area office is located on Columbine Place in the Berry Hill community, a district known for its eclectic mix of music studios and professional businesses. Burkhalter and Associates, PC stands out for its ability to speak the languages of both law and finance, providing clients with a clear path through complex regulatory landscapes.