Nason Accounting is an Accountant in Greenville, SC, located at 233 Adley Way. The firm provides tax planning and preparation, bookkeeping, and QuickBooks training for individuals and businesses, including corporations, professional athletes, entertainers, and overseas organizations expanding into US markets. Lisa and the team have provided personal and corporate tax reporting and guidance since 2007. The firm serves clients locally in the Upstate and throughout the Southeast. It holds a rating of 4.20 based on 11 reviews.
The practice operates as a full-service certified public accounting firm that acts as an outsourced accounting department for clients who prefer to focus on their primary business operations. Services include quarterly consulting, annual tax planning, and comprehensive bookkeeping. The team utilizes a proactive approach to tax preparation, keeping current on new laws to identify opportunities that minimize current and future tax liabilities. They offer secure web portal access for document review and electronic housing of financial information, alongside electronic filing of returns.
Specialized services include QuickBooks training, which is conducted one-on-one using the client’s specific files to cover tasks such as creating company files, tracking payables and receivables, reconciling accounts, and budgeting. The staff also supports professional athletes and entertainers with multi-state and international tax planning, estate and trust coordination, and wealth management strategies. The firm emphasizes client service through continuing professional education and carefully matching client assignments with appropriate team members.
Clients describe Nason Accounting as thorough, timely, friendly, and proactive in handling bookkeeping, financial statement reporting, and tax filings. The firm has established a solid reputation among the customers it has served, with reviews highlighting their professionalism, ethical standards, and efficiency. Their approach aims to align financial decisions with long-term goals, helping clients maximize and protect the value of their assets by minimizing their tax burden.
Nason Accounting combines its proactive tax strategies and dedicated staff to serve the financial needs of Greenville businesses and individuals with precision and care.
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