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How to Navigate Our Online Services

Short “How To:” Guide


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New Client Forms

For your convenience, we have provided printable new client forms to expedite your initial meeting. Please bring the completed forms with you to your appointment.

New Business Client Form

New Individual Client Form

Tax Planning Calendar

Please click the link below to view our Tax Planning Calendar. This calendar has upcoming due dates with the various taxing agencies. Tax Planning Calendar

 Tax Guide for Military Members

Please click the link below to view Tennessee’s tax guide for Military Members and Veterans. http://www.tn.gov/revenue/taxguides/militaryveterans.pdf

 Blank Tax Organizer Forms

Please click the link below to download a blank set of tax organizer forms to fill out before your first tax meeting.

Organizer Blank Forms

Taxable and Nontaxable Income

Please click the link below to download the IRS publication on taxable and nontaxable income, you can also check out our blog on the topic for a overview.

Taxable and Nontaxable Income