Equitas Strategic Partners

Equitas Strategic Partners Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Equitas Strategic Partners, Tax preparation service, 2000 Mallory Lane, Suite 130/48, Franklin, TN.

Provides bookkeeping, accounting, tax planning and preparation, payroll, controller, fractional CFO, and business advisory services designed to help small and mid-sized businesses grow with confidence. Topic included on facebook are articles, news letters and reminders that we think may interest small businesses, assist in planning, and help individuals plan for their tax liability.

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your...
06/17/2026

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your 1040 and uncover potential strategies you can implement this year to reduce your 2026 taxes. We also can assist with filing extended 2025 returns. Call us at (404) 480-4145 to set up an appointment.

For years, we’ve heard the same frustration from business owners:“My bookkeeping is here. My tax prep is somewhere else....
06/16/2026

For years, we’ve heard the same frustration from business owners:

“My bookkeeping is here. My tax prep is somewhere else. And nobody is helping me connect the dots.”

That’s exactly why Equitas Strategic Partners and McBride Accounting & Consulting have come together.

This partnership allows us to bring bookkeeping, accounting, tax strategy, and fractional CFO services together under one roof — creating a more connected financial experience for growing businesses.

But more importantly, this isn’t about adding services. It’s about helping business owners:

+ spend less time coordinating providers
+ make decisions faster
+ gain better visibility into their business
+ access experienced financial guidance without building an entire in-house finance department

What makes this partnership especially exciting is how aligned our teams already were. Both Equitas and McBride were built around the same philosophy: relationships first, practical expertise, and helping growing businesses thrive.

We’re excited for what this means for our clients and grateful for the trust they continue to place in our team.

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeg...
06/16/2026

An estate plan helps ensure that your assets are distributed according to your wishes. It also can minimize taxes, safeguard your minor children and support your charitable goals. If you haven’t reviewed your estate plan recently, call us at (404) 480-4145. We can help assess whether revisions are needed due to tax law changes or a major life event. If you don’t have an estate plan yet, we can help you get started.

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy ...
06/15/2026

Even when your finance and accounting (F&A) team seems to be firing on all cylinders, they may feel burdened with heavy workloads and tight deadlines. Bringing in an external accountant can ease the pressure on your internal team and keep your business running smoothly behind the scenes. If your accounting and bookkeeping workload is piling up, we’re here to help. Call us at (404) 480-4145 to learn how we can support your business.

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a...
06/12/2026

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a vessel with sleeping, cooking and toilet facilities could qualify as a home for the mortgage interest itemized deduction. Itemizers may also be able to deduct eligible state and local sales tax paid on a boat, subject to applicable limits. Vessels used in bona fide businesses, such as charter fishing or sightseeing, can generate deductible business expenses. Before assuming your boat delivers tax savings, contact us at (404) 480-4145 to learn more. We can help determine your vessel’s eligibility and provide guidance on substantiating any write-offs.

Do your employees pay out of pocket for business travel, meals or supplies? With a properly structured “accountable plan...
06/10/2026

Do your employees pay out of pocket for business travel, meals or supplies? With a properly structured “accountable plan,” reimbursements are tax-free to employees and deductible for your business. (Remember, meals are generally only 50% deductible.) Without an accountable plan, reimbursements count as taxable wages and trigger income taxes for the employee and payroll taxes for both the employee and your business. Contact us at (404) 480-4145 to help ensure your reimbursement practices comply with the tax rules and minimize unintended tax consequences.

Are you behind on federal tax payments or worried about defaulting on an IRS installment agreement? You might have more ...
06/09/2026

Are you behind on federal tax payments or worried about defaulting on an IRS installment agreement? You might have more options than you realize. If your finances have changed, the IRS may let you adjust your payment plan to lower monthly payments or a new schedule. If your agreement is terminated, you can request reinstatement. You can also consider an offer in compromise, which may allow you to settle for less than you owe. If you’re facing serious financial trouble and can provide evidence of undue hardship, the IRS sometimes allows up to six months to pay. It helps to act early. Call us at (404) 480-4145 with questions.

Your financial life is more interconnected than you may realize. Your tax, retirement and estate planning should work to...
06/08/2026

Your financial life is more interconnected than you may realize. Your tax, retirement and estate planning should work together to support your goals today and protect your legacy tomorrow. We can help you bring it all together with a coordinated strategy to reduce taxes, build retirement savings and achieve your estate planning objectives. Contact us at (404) 480-4145.

Are rental real estate activities eligible for the qualified business income (QBI) deduction? The answer is a distinct “...
06/08/2026

Are rental real estate activities eligible for the qualified business income (QBI) deduction? The answer is a distinct “maybe.” This tax break allows eligible sole proprietors and owners of “pass-through” entities to deduct up to 20% of QBI. Pass-through entities include partnerships, S corporations and most limited liability companies. However, income from a rental real estate activity is QBI only if the activity rises to the level of a trade or business or meets an IRS safe harbor, which generally requires separate records, sufficient rental services and specific documentation. Various limits and other restrictions also apply. Call us at (404) 480-4145 to learn more.

Now is the perfect time to tidy up your QuickBooks files. Unreconciled accounts, uncategorized transactions and outdated...
06/08/2026

Now is the perfect time to tidy up your QuickBooks files. Unreconciled accounts, uncategorized transactions and outdated records can distort your cash flow and profitability. Even with QuickBooks’ automation tools and AI-enabled features, consistent review and oversight are essential. Don’t forget your chart of accounts! An outdated or cluttered chart can muddy your results, making it harder to understand your true performance. Clean books support better financial decisions and smoother tax filings. Call us at (404) 480-4145 to help get your bookkeeping in top shape.

Address

2000 Mallory Lane, Suite 130/48
Franklin, TN
37076

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 10am - 4pm

Telephone

+14044804145

Website

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