Managers

 
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Daniel Kittrell, CPA
After seven years with a large regional accounting firm, Daniel joined NBZ as a tax manager in 2017. Daniel earned a Bachelor of Science degree in Business Administration as well as a Master of Accountancy degree from the University of Tennessee before beginning his career in public accounting. He has diversified experience with a variety of industries, including healthcare, distribution, construction, real estate, restaurant and other service-based businesses. Daniel’s areas of expertise include multi-state tax planning and federal and state tax compliance for corporations. In his free time, Daniel enjoys spending time with family and friends, fly fishing, running, and backpacking.  daniel@nbzcpa.com

 

Tyrun Lively, CPA
Ty graduated from the University of Tennessee with dual bachelor degrees in finance and business administration.  He joined the firm in 2005 and primarily assists clients with payroll compliance and individual taxation as well as compilation and review services for various industries.  He has significant experience working with medical practices.  ty@nbzcpa.com

 
 

Janie Nolan, CPA
Janie provides tax, compliance, and planning services to individuals and business clients. She earned her Bachelor of Science degree and Master of Accountancy degree from the University of Tennessee. Janie joined the firm in 2015 and brings with her over 23 years of experience in financial reviews and compilations, complex tax research, and tax compliance services for all types of entities. She has served industries such as manufacturing, trucking, professional service firms, and closely-held businesses.  janie@nbzcpa.com

 
 

Meredith Norris, CPA
After nearly six years with a large regional accounting firm, Meredith joined NBZ as a tax manager in 2017. Meredith earned a Bachelor of Science degree in Business Administration with highest honors as well as a Master of Accountancy degree from the University of Tennessee before beginning her career in public accounting. Meredith has experience providing tax services to a wide variety of business and individual clients as well as not-for-profit entities. In her free time, Meredith enjoys spending time with her family and friends, traveling, running, and attending UT sporting events.  meredith@nbzcpa.com

 
 

Shauna Powell
Shauna relocated from Ohio and started with the firm in 1996. Her focus is in industries such as retail, investment, and rental real estate. She is skilled in small business, multi-state taxation, and partnership tax planning.  Shauna helps businesses get started by organizing their business structure and setting them up on their accounting software.  shauna@nbzcpa.com

 
 

Jean Priddy, CPA
Jean joined the firm in 1998 after relocating from Connecticut. Jean oversees day-to-day client issues, including IRS communications, general accounting, and income tax planning. She has strong knowledge in many tax areas including corporation, partnership, individual, and estate taxation. She graduated from Fort Lauderdale College with a Bachelor of Science degree in accounting and is a member of the TSCPA. Over the years, Jean has served as treasurer for her church and volunteers her services to other non-profit organizations.  jean@nbzcpa.com

 
 

Shannon Taylor, CPA
Shannon graduated with her Master of Business Administration degree in accounting from Mt. St. Mary’s University in 2008, earning her CPA licensure the following year. Prior to joining our firm as a senior accountant in 2014, she worked with an accounting firm in Maryland for five years servicing a variety of industries such as contracting, manufacturing, and professional services. Shannon is experienced in compilation, review, and tax return preparation including multi-state returns as well as personal and business tax planning.  She is a member of the AICPA.  shannon@nbzcpa.com

 

Staff Accountants 

 

Leslie Clarke
Leslie has over 20 years experience in comprehensive bookkeeping services, office management, and payroll preparation. She provides clients with all aspects of office management including receivables, payables, payroll, and cash management.  Leslie frequently meets with clients for QuickBooks training and addresses problem areas for this popular bookkeeping software.  She is often referred to as the “mom” of the office. She always remembers birthdays by celebrating with doughnuts.  leslie@nbzcpa.com

 
 

Sam Flanagan
Sam graduated summa cum laude from the University of Memphis with a Bachelor of Business Administration degree in International Business and a Minor in Mandarin Chinese. He joined the firm in 2016 after receiving his Master of Accountancy degree with a tax concentration from the University of Tennessee. He is currently pursuing his CPA license.  sam@nbzcpa.com

 
 

Brad Haston
Brad graduated cum laude from Tennessee Tech University with a Bachelor of Science degree in Accounting and a Bachelor of Science in Finance. Afterwards, he received his Masters of Business Administration concentrating in finance from the University of Tennessee in 2015. Prior to joining the firm in 2016, Brad worked in a variety of occupations including bookkeeping, tax preparation, and technical support. Brad primarily works as a financial analyst at NBZ Investment Advisors, LLC. He is currently pursuing his CPA license.  bradh@nbzcpa.com

 
 

Lillian Rader, CPA
Lily graduated with a Bachelor of Arts degree in International Business, German, and Accounting from Maryville College in 2014. Afterwards, she received her Master of Accountancy degree with a tax concentration from the University of Tennessee in 2015. Lily joined the firm in 2015.  lily@nbzcpa.com

 
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Leanna Roberts, CPA
Leanna graduated with a Bachelor of Science degree in business administration in 2012 and a Master of Accountancy degree with an audit concentration in 2013 from the University of Tennessee, earning her CPA licensure the following year. Prior to joining the firm in 2015, she worked with another local accounting firm for two years. She has experience in audit, review, and compilation services in addition to personal and partnership taxation.  leanna@nbzcpa.com

 
 

Trent Slagle, CPA
Trent graduated with a Bachelor of Science degree in accounting from Carson Newman College in 2011 where he was named the CN Academic Athlete of the Year. He also has a Master of Accountancy degree with an audit concentration from the University of Tennessee. Trent joined the firm in 2014 after working with another local firm and has experience in audit, review, compilation, and individual taxation. Trent is a member of the TSCPA.  trent@nbzcpa.com

 
 

Lainie Stone
Including several years as the accounting manager at Edsouth, Lainie has over 10 years experience in finance and accounting.  She is experienced in preparing compilations, payroll, and income tax returns. Lainie obtained a Bachelor of Science degree in accounting and marketing from Tennessee Technological University.  lainie@nbzcpa.com

 
 

Jessica Veal, CPA
Jessica graduated from East Tennessee State University with a Bachelor of Business Administration degree and Master of Accountancy degree. She has over 5 years of experience in accounting including public and private practice areas. She is experienced in payroll preparation, compilation and reviews, tax research, and tax return preparation for a variety of industries. She is on the Board of the Knoxville Chapter for the Accounting and Financial Women’s Alliance (AFWA), and a member of the TSCPA.  jessica@nbzcpa.com

 

Office Administrator

 
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Vicky L. Cardwell
Vicky brings 29 years of office administration expertise to Novinger, Ball & Zivi.  She joined the firm in 2016 providing diverse knowledge in business practices and plays a crucial role as administrator of our firm. During her career, she has been responsible for streamlining business processes and operational efficiency for large companies and small entrepreneurial companies in her hometown of Knoxville, TN.  vicky@nbzcpa.com

 

Administrative Staff

 

Amanda Copeland
Amanda serves as administrative assistant for both Novinger, Ball & Zivi, PC and NBZ Investment Advisors, LLC. She assists investment clients daily with understanding their account statements, executing trade orders, and reconciling assets. In addition, Amanda handles much of our tax e-filing and related compliance.  amanda@nbzcpa.com

 
 

Anna Johns
Anna is often referred to as the "voice" of NBZ with her office serving as our "Mission Control". We depend on her organization and reliability, whether providing the timely transfer of sensitive documents or ensuring the satisfaction of our clients.  Anna is also responsible for processing all of our clients' out going tax returns and financial information as required by various taxing authorities.  anna@nbzcpa.com

 
 

Diane Kilgore
Very likely the first smile to greet you upon entering our doors, Diane maintains front desk communications and assures all correspondence ends up in the right hands. Diane personally handles all of Jeff Novinger's incoming and outgoing emails.  She also handles his correspondence and appointment calendar.  diane@nbzcpa.com

 

 
 

Gail Smothers
Gail joined the firm in October 2015 and brought with her 30+ years of administrative and bookkeeping experience.  She provides assistance with bookkeeping, account reconciliation, filing, and scanning. She is also a great resource for helping with any project.  Gail has a Bachelor of Science degree in home economics from Belmont College in Nashville.  gail@nbzcpa.com