Tax

Not just Tax Preparation and Compliance... Tax Planning.

You could describe our methods as proactive, asking the right questions so that we discover and address any complex issues that you might have. Our experts help you preserve wealth and pass it along to your beneficiaries in the most effective means possible. And, our client representation during audits helps make the process more seamless and less stressful.

Our multi-discipline professionals stay abreast of all of the planning opportunities on the federal, state and local levels and utilize this information to continually reevaluate the tax situation of each client - providing proactive recommendations and suggestions to assist them year-round. This is also beneficial to new clients, who simply need a professional to take a fresh approach to their tax situation.

We earn your trust with smart tax strategies. Many times that means not only answering your questions, but making sure that we ask you the right questions.

  • Income tax preparation of all federal, state and local tax returns
  • Strategic tax planning to offer maximum tax savings and reduction of income taxes
  • Federal, state and local audit representation
  • Tax research, interpretation and analysis including nexis studies
  • Estate, gift and trust tax compliance and planning
  • Assistance in business transactions of sale, acquisition, mergers, reorganizations and liquidations
  • Property tax analysis and preparation

If you’re interested in better tax planning for your business, let’s start a conversation that could lead to a reduced tax burden and improved profitability.

GET IN TOUCH

Meet Our Team

“I’ve devoted my professional career to public accounting. Since joining JNM in 2016, I’ve had the opportunity to continue to do what I love with people I enjoy working with.”

— Bill A. Talley | CPA

 

Our Partners
Our Partners
 

Meet Our Team

Our firm has unlimited potential, and by extension I have unlimited potential.

— Travis C. Frick | CPA, CGMA

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy what I do and our long-term client relationships.

— Dennis G. Martin | CPA

 

Our Partners
Our Partners
 

Meet Our Team

Our firm has unlimited potential, and by extension I have unlimited potential.

— Travis C. Frick | CPA, CGMA

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy working with people I trust. Our firm is talented and committed to quality.

— David R. Price, Managing Partner | CPA, CGMA

 

Our Partners
Our Partners
 

Meet Our Team

"Being a part of JNM has given me the opportunity to get to know our great clients and work with many talented individuals. We have the opportunity to help people every day."

— R. Wayne Stratton | CPA, ABV, CFE, CFF

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy the team environment. We all know that we have each other’s back.

— Joe M. Legel | CPA

 

Our Partners
Our Partners
 

Meet Our Team

I enjoy working with our clients to ensure their needs are met.

— Jonathon D. Eade | CPA, MBA

 

Our Partners
Our Partners
 
 
“Our business Association with JONES, NALE & MATTINGLY began 30 years ago. Over the years, our confidence in them has grown, so we now have the benefit of their expertise as we consult them on a variety of complex issues.”

—SISTER MARY ELIZABETH MILLER
President,
Nazareth Literary & Benevolent Institution Inc.

349

years of collective accounting experience

30

Average years of experience per JNM partner

3

JNM partners elected as past KYCPA presidents

349

years of collective accounting experience

30

Average years of experience per JNM partner

3

JNM partners elected as past KYCPA presidents