The Founding and Evolution of Coosa Valley Financial Group

In September of 2009, Mark Busby and Jeff Barnette started Big Tax, Inc. They later purchased Mills Bookkeeping and Tax in Rome, GA and Precise Bookkeeping and Tax of Taylorsville, GA. In 2013 Big Tax, Inc. acquired the assets of Ace Insurers and Express Tax Refund of Rome.


In the spring of 2014, Big Tax, Inc. was renamed to Coosa Valley Financial Group, Inc. All offices now offer Accounting, Bookkeeping, Payroll, Tax services, and Property and Casualty Insurance. All services are now offered under one corporate name. Coosa Valley Financial Group, Mills & Associates, Ace Total Solutions, Ace Insurers, Express Tax Refund of Rome, or Precise Bookkeeping and Tax are not registered broker/dealers or independent investment advisory firms.

Meet our team

Our mission

At Coosa Valley Financial Group, our goal is to empower individuals, families, and businesses by providing unparalleled financial services that extend beyond conventional boundaries. As independent agents based in Rome, Georgia, we take pride in our freedom to select the optimal carriers for your insurance needs, ensuring you receive tailored coverage that aligns with your unique requirements. 

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