At Puryear & Noonan CPAs, our mission is Creating GREAT experiences for our clients and team. These FAQs are designed to answer common questions about who we are, what we do, and how we can help you.
FAQs
About Our Firm
What makes Puryear & Noonan different from other CPA firms in Nashville?
At Puryear & Noonan, CPAs, we believe accounting is about more than numbers. It's about people. Guided by our core values of empathy, loyalty, humility, positivity, and being driven to succeed, we focus on relationships that last. Many clients have trusted us for decades, a reflection of our approachable, client-first approach.
Where is your office located? Do you serve clients outside Nashville?
Puryear & Noonan, CPAs is located in the Burton Hills neighborhood of Nashville, Tennessee. While this is our only physical office, we proudly serve clients in Franklin, Brentwood, Cool Springs, and across Middle Tennessee. Thanks to secure virtual tools, we also support clients nationwide.
What types of clients do you typically serve?
We specialize in serving businesses, nonprofits, trusts, and individuals, especially those seeking long-term advisory support. Our team brings expertise in tax planning, audits, accounting services, and financial strategy.
Do you offer consultations for new clients?
es. We're happy to schedule an introductory consultation to learn about your goals and explain how we can help. This first meeting is designed to give you clarity and confidence in choosing the right advisor.
How long has Puryear & Noonan been in business?
Puryear & Noonan, CPAs traces its roots back more than 60 years in Nashville. Many of our longest-standing client relationships began in our earliest years and continue today.
Tax Services
What tax services do you provide?
We prepare and file returns for individuals, businesses, non-profits, and trusts while also offering proactive planning and strategy. Our goal is to minimize tax liabilities, maximize opportunities, and ensure compliance with federal and state regulations.
Can you help with tax planning, not just tax preparation?
Yes. Tax strategy is at the heart of what we do. We work year-round with clients to find ways to reduce their tax burden and plan ahead for future growth.
Do you handle multi-state tax filings?
Absolutely. We frequently work with individuals and businesses that operate across multiple states and understand the complexities of navigating different tax laws.
Can you assist with IRS disputes or audits?
Yes. Our team has extensive experience with IRS representation and resolution. From responding to notices to guiding you through an audit, we stand by your side every step of the way.
Do you offer services for high-net-worth individuals?
Yes. We help high-net-worth individuals and families with tax-efficient strategies for investments, trusts, and estate planning. Our expertise includes multi-generational planning and wealth preservation.
Audit & Assurance
What types of audits do you provide?
Puryear & Noonan, CPAs provides audits, reviews, and compilations for nonprofits, businesses, employee benefit plans (401K audits) and specialized industries. Our audit team focuses on accuracy, transparency, and giving organizations confidence in their financial reporting.
Do you specialize in nonprofit audits?
Yes. Nonprofit organizations are a key focus area, and we understand the compliance requirements unique to nonprofits. We also work closely with boards to provide financial clarity and accountability.
How do your audit services help businesses?
Beyond compliance, our audit process highlights opportunities for efficiency and stronger internal controls. Many clients use our recommendations to streamline operations and improve financial decision-making.
Accounting & Advisory
What types of audits do you provide?
Yes. Many small and midsize businesses trust us to manage bookkeeping, payroll, and day-to-day accounting tasks. Outsourcing saves them time and ensures accuracy.
Can you act as a fractional CFO or provide business advisory?
We regularly advise business owners on budgeting, forecasting, cash flow, and strategy. Acting as a trusted advisor, we bring financial clarity and insights to help you make informed decisions.
Do you help with succession planning and exit strategies?
Yes. Whether you're passing your business to the next generation or preparing for a sale, we provide tax-smart guidance to ensure a smooth transition.
Getting Started
How do I become a client?
Simply reach out to us through our website or by phone to schedule an initial consultation. We'll learn about your needs and recommend next steps for working together.
What information do I need for a tax appointment?
Typically, you'll need prior-year returns, W-2s, 1099s, investment income, and other relevant documents. We'll provide a detailed checklist to make sure you're fully prepared.
How do you protect client information?
We use secure portals, encrypted communication, and strict internal protocols to safeguard client data. Protecting your information is one of our highest priorities.
Community & Culture
How does Puryear & Noonan support the community?
Giving back is core to our culture. Our team participates in events with charities like Second Harvest Food Bank, United Way, Catholic Charities, eduKenya, Foster Family Assistance Network, and local 5Ks, reflecting our belief in making a positive impact.
What is your firm's motto and core values?
The motto of Puryear & Noonan, CPAs is "Creating GREAT experiences for our clients and team." We live this out through our values: empathy, loyalty, humility, positivity, and being driven to succeed.
What is your company culture like?
We are a close-knit, collaborative team that values both professionalism and joy in the workplace. From busy season contests to community volunteering, we believe culture drives client success.
Practical Details
Do you offer remote/virtual services?
Yes. We serve many clients remotely using secure digital tools. Whether you're across town or across the country, we can meet your accounting needs.
How can I contact you?
You can reach us through our website pn-cpas.com, a call to our Nashville office, or you can connect with us on Facebook, Instagram and LinkedIn. We look forward to hearing from you.