Wilmoth Financial

Named a 2025 NEXT Awards finalist again!

Being recognized alongside 35 other Nashville companies pushing boundaries is humbling and inspiring. I am so grateful to clients, team members, friends and family who have been supportive in this journey.

The awards are October 20th at the Schermerhorn Symphony Center. I'm ready to celebrate alongside Nashville's entrepreneurial community. 36 companies chosen, each solving real problems and building sustainable businesses. Way to go Nashville and congrats to all the finalists!

WE'RE FINALISTS! 🎉

2025 NEXT Awards here we come!
36 companies selected | October 20th | Schermerhorn Symphony Center

Thank you Nashville Entrepreneur Center for recognizing the work, not just the hype.

Special thanks to all our clients who put their trust in us.

October 20th will be an amazing night. We're excited to celebrate what Nashville entrepreneurs are building!

Tax Time is upon us!

See deadlines below for getting your information to us along with helpful tips for a smoother process!

Please reach out if you have any questions or need further assistance. We're here to support you every step of the way!

Jessica Wilmoth, AFSP
____________________________________________

Individual Returns
- If you want to file by April 15th, the deadline to have all documents to us is March 15th. Documents delivered to us after March 15th may require us to file an extension for you.

Partnership and S Corps
- For filing deadlines of March 15th, the deadline to have all documents to us is this Monday, February 17th.

If you would like us to go ahead and file an extension for you, just let us know!

Tips to keep tax prep fees low and for a smoother process...
https://mcusercontent.com/d4f80bc0b8303a5915ce33a40/files/16572bef-717d-e0e4-3601-9dd183638b9e/Tax_Costs_Low_1_.pdf

Happy New Year! As we kick off the new year, we wanted to provide you with some important updates that may impact you or your business in the coming months.

Visit the link below to see information on the following:
- TN Sales Tax Rate Change
- 1099 Forms Due
- Estimated Tax Payments Due
- Tax Time Is Here… Download Your Organizer Today!

Wilmoth Financial: New Year, New Updates Happy New Year! We hope you had a wonderful holiday season and are feeling energized for 2025. As we kick off the new year, I wanted to provide you with some important updates that may impact you or your business in the coming months.

REMINDER... Quarterly estimated tax payments are due this coming Monday, September 16th!

You can make your payment at the IRS Direct Payment website here... https://www.irs.gov/payments/direct-pay

- Click "Make a Payment."
- Select your reason
- Select your form type
- Select your tax year

*Make sure you select "Estimated Tax – 1040ES - 2024" to apply payment to the correct year.

*YOU WILL BE REQUIRED TO VERIFY YOUR IDENTITY USING A PRIOR YEAR FILED TAX RETURN INFORMATION

If you have any questions, don't hesitate to email or call us.

The recognizes entrepreneurs across Middle Tennessee who are positively impacting their industry. We are proud to be finalists for the Growth Award in the Financial category. Nashville Entrepreneur Center

Meet Our Team...

Jessica Peacock Wilmoth – Jessica has 20+ years of experience in the tax and accounting industry starting with Peacock Financial (sold in 2015), a business she owned with her mother, Joyce Peacock, EA, CFP. She then joined the tax department at Wiles + Taylor, CPA’s working with many widely known musicians. In October 2018, Jessica founded Wilmoth Financial, helping numerous clients lower their tax liabilities and be successful in their endeavors. Holding a B.B.A. in Finance since 2006, Jessica has also successfully passed the IRS Annual Filing Season Program tests for the years 2020-2023.

Layla Boling – After 20+ years in corporate finance and accounting, Layla transitioned her career path and became part of Wilmoth Financial in September 2022. She works alongside Jessica, assisting with tax preparation and client accounting. Layla, a CPA with a Master's degree in Professional Accounting from the University of Texas at Austin, is further enhancing her tax expertise through on-the-job learning and self-study, with plans to pursue the Enrolled Agent exam.

Debbie Neely – Debbie brings 10+ years of expertise from her tenure in tax and accounting firms in Nashville. Her background in marketing and event management, coupled with her proficiency in QuickBooks and client bill pay, positions her as an exceptional office manager and client bookkeeper.

We are committed to simplifying your finances and empowering you to thrive.

Who We Are...

At Wilmoth Financial, we specialize in providing comprehensive financial services to individuals and businesses. From tax preparation and planning to consulting, bookkeeping, payroll, and CFO services, we empower our clients with clear and honest guidance. Our goal is to simplify the complexities of financial matters, instilling peace of mind and confidence in their affairs.

With collaborative partnerships and tailored strategies, we work to foster stability, resilience, and prosperity in an ever-changing financial landscape. Whether you're an individual seeking personal financial advice or a business looking for expert support, we are dedicated to helping you achieve your financial goals.

We are committed to simplifying your finances and empowering you to thrive.

Thanks for your vote! We are proud to be the Best of East Nashville!

We are quickly approaching our deadline to have all documents to us to avoid an extension. If you would like us to file your return before April 18th please have your documents to us no later than March 20th.

We have just over 5 weeks of tax season left! Whew!

Tax deadline is fast approaching.

If you are still needing your tax return completed by the IRS deadline which is September 15th for corporate and October 17th for individual don’t worry we can help you. 😊

Just get your tax documents to us no later than August 15th for corporate and September 15th for individual.

We’ll meet the deadline for you while you enjoy your summer.

Office address:615 Main Street Suite 105
Phone number:615-840-4605