Partner-led tax and advisory work for the Mid-South.
Four Oaks is a CPA firm for businesses, families, and individuals. Our four partners bring 55 years of combined public accounting experience, and a partner signs everything we deliver.
Send us documents or pay an invoice.
What we do
Whatever the work, a partner reviews and signs it before it goes to you.
Individual & Family Tax
Federal, state, and multi-state returns, including K-1s, RSUs, rental property, and changes in residency.
Learn moreBusiness Tax
Returns for S corporations, partnerships, LLCs, and C corporations, with advice on entity choice and multi-state filing.
Learn moreTax Planning
Projections during the year, so decisions about income and timing get made before the return is due.
Learn moreBusiness Advisory
Ongoing advice for business owners, from forming the company through planning a sale or succession.
Learn moreTrust, Estate, & Succession
Estate and trust returns, wealth-transfer planning, and succession plans for family businesses.
Learn moreIRS & State Representation
We respond to notices for you and represent you in audits, appeals, and collection matters.
Learn more
One firm with
four partners
Our logo is a single oak whose trunk and branches form the number four. It reflects how we work. We are one firm with four partners, and each partner works across every part of the practice.
Whether you come to us for a return, a planning question, an IRS notice, or an estate, you have the whole firm behind you. The partner you start with stays on your work.
Meet the PartnersHow we protect your information
Encrypted document exchange
Returns, K-1s, and statements come to us through encrypted links and a private upload page. We don't accept sensitive files as email attachments.
Your files stay with the firm
Documents are stored in the firm's own Microsoft 365 and handled only by established vendors under their own confidentiality and security terms.
Partner-only access
Only the firm's four partners can sign in to client files, each with multi-factor authentication. We don't share your information with other clients, for marketing, or with third parties.
What new clients
usually ask
These come up most often with prospective clients. If yours isn't here, ask us on the first call.
Are you taking new clients?
Can we work with you if we're not in Tennessee?
What happens between the first call and a filed return?
How do you handle prior-year returns from our old preparer?
Start with a
30-minute call
The first call is free, and we won't follow up unless you ask us to. Tell us about your situation and we'll tell you whether we're a good fit and suggest a time to talk.
Coming soon
Email any of us and we'll get you to the right partner.