Services

This is not your typical accounting firm.

Most firms hand you a tax return and call it a year. We hand you a strategy — and we're here every time the plan needs to change.

Wealthy families and successful entrepreneurs don't have simple financial lives. They have businesses to protect, assets to grow, estates to plan, and futures to secure — all at the same time. The problem is that most accounting firms are built to handle one piece of that picture, not all of it.

Atkinson, Asberry & Sandlin, PLLC was built differently.

Our team brings a rare depth of education and experience to every client relationship — including a legal background that sharpens the way we think about complex financial situations, even when the work itself is accounting. The result is a firm that asks better questions, anticipates problems others miss, and delivers advice that accounts for the full picture, not just the numbers on the page.

Below is what that looks like in practice.

How we work with clients

One relationship. Every discipline.

You shouldn't need a different advisor for every financial decision. We're structured to handle the full picture — so nothing falls through the cracks between tax, business strategy, and long-range planning.

Depth that goes beyond accounting.

Tyler Atkinson's background in both law and accounting means complex situations get the analytical rigor they deserve — whether that's a business transaction, a trust, or a multi-year tax strategy.

Proactive, not reactive.

We don't wait for tax season to think about your money. Our clients hear from us when opportunities arise, when laws change, and when their situation calls for a conversation.

01

Tax Preparation & Planning

Stop paying more than you owe. Start planning before you have to.

For most people, taxes are something that happens to them. For our clients, taxes are something they plan around — strategically, deliberately, and well in advance.

Atkinson, Asberry & Sandlin provides comprehensive tax preparation and forward-looking tax planning for individuals, families, and businesses. We don't just file your return — we analyze your full financial picture to identify opportunities, anticipate liabilities, and structure your affairs in a way that protects what you've built.

For entrepreneurs, that means aligning your business and personal tax strategy so they work together, not against each other. For high-net-worth families, it means planning across generations — not just this April.

What This Includes
  • Individual & family tax preparation and filing
  • Federal and state tax planning and projections
  • Business entity tax strategy
  • Multi-year tax planning for major life events (sale of a business, inheritance, retirement)
  • Quarterly estimated tax management
  • IRS correspondence and representation
02

Bookkeeping & Accounting

Your financials should tell you something. Ours do.

Clean books aren't just a compliance requirement — they're a decision-making tool. When your financials are accurate, timely, and organized, you can see exactly where your business stands and move with confidence.

Our bookkeeping and accounting services are designed for business owners who want more than a spreadsheet handed to them at year-end. We maintain your records with precision, deliver meaningful reporting on a schedule that works for you, and make sure your numbers are always ready — for your banker, your partners, your advisors, or your own peace of mind.

What This Includes
  • Monthly and quarterly bookkeeping
  • Financial statement preparation (P&L, balance sheet, cash flow)
  • Account reconciliation
  • Chart of accounts setup and optimization
  • Year-end close and tax-ready reporting
  • QuickBooks and accounting software support
03

Payroll Services

Pay your people right. Every time. Without the headache.

Payroll sounds simple until it isn't. Tax filings, direct deposits, garnishments, benefits deductions, year-end W-2s — the details add up fast, and the margin for error is zero.

We handle payroll completely, so you can focus on running your business instead of managing a process. Our clients trust us to get it right every cycle — accurately, on time, and in full compliance with federal and state requirements.

What This Includes
  • Full-service payroll processing (weekly, bi-weekly, semi-monthly, or monthly)
  • Direct deposit and payroll tax deposits
  • Federal and state payroll tax filings (941, 940, SUTA)
  • Year-end W-2 and 1099 preparation and filing
  • New hire reporting and compliance
  • Payroll reporting and recordkeeping
04

Business Advisory

The advisor in the room when the big decisions get made.

Starting a business. Restructuring one. Bringing on a partner. Preparing for an exit. These moments define the trajectory of everything you've built — and they deserve more than generic advice.

Atkinson, Asberry & Sandlin serves as a strategic advisor to entrepreneurs and business owners at every stage. Our partners bring both financial expertise and analytical depth that goes well beyond the numbers — helping clients think through the structure, timing, and strategy of major decisions before they're made, not after.

This is the kind of counsel that separates a trusted advisory firm from a tax preparer.

What This Includes
  • Business formation and entity structuring (LLC, S-Corp, C-Corp, partnerships)
  • Business acquisition and sale advisory
  • Cash flow analysis and financial forecasting
  • Key performance indicator (KPI) development and monitoring
  • Succession and exit planning
  • Coordination with legal counsel, lenders, and financial advisors
05

Estate & Trust Planning

Build it. Protect it. Pass it on.

You've spent a lifetime building something. Estate planning is how you make sure it goes exactly where you intend — to the people you love, the causes you believe in, and the legacy you want to leave — without unnecessary tax erosion or complication along the way.

Atkinson, Asberry & Sandlin works closely with high-net-worth families and entrepreneurs to integrate estate strategy with their broader financial picture. We coordinate with your estate attorney and other advisors to ensure your plan, your tax strategy, and your business interests are working in concert — not in isolation.

For clients who need a trusted, independent Trustee to administer a trust, Tyler Atkinson is available to serve in that capacity — bringing both the financial acumen and the legal understanding that responsible trust administration requires.

What This Includes
  • Estate tax planning and projections
  • Trust structuring and administration support
  • Beneficiary and asset titling strategy
  • Charitable giving and philanthropic planning
  • Business succession and ownership transfer planning
  • Review and analysis of existing estate documents
  • Coordination with estate attorneys, financial advisors, and trust officers
Begin the conversation

Ready to work with an advisor who sees the whole picture?

Whether you're protecting a family legacy, growing a business, or navigating a major financial transition — we'd welcome the conversation.

Or call us at (931) 528-5485 or email info@atkinsonasberry.com