Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

What East Tennessee Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")... What next for East Tennessee families and individuals? Please use these funds wisely. If I could sum up my advice for next steps, it would be this: act like...

Instilling Financial Literacy For Kids In Maryville

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Tax and Financial Planning for Multi-Generational Caretaking for East Tennessee Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in East Tennessee.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that...

How To Manage Money For Maryville Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Focus Training For Folks In Maryville

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Trump’s Tax Returns Are Not The Real Story by Tracy Carico

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues.And I might have a take today that could surprise you. I am not interested in getting into...

What East Tennessee Landlords And Tenants Should Know About The CDC Eviction Stay

Floating under the radar during so much NOISE the past couple weeks ... the CDC announced a halt to evictions for renters, and that starts THIS WEEK.I have some guidance today for you about what that means (and what it doesn't), but a couple other things first, before...

A 12-Point Financial Health Check For Maryville Families And Individuals

We are now fully engaged in our tax "off season" here in Maryville. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

Truth and Fiction About the Trump Payroll Tax Cuts For East Tennessee Taxpayers

Right now we're living through an age in which media trust has been thoroughly decimated. "Expert" authority itself is being questioned (in many cases, rightly), and misinformation is rampant.That's perhaps one of the reasons I've received so many visits to this...

How East Tennessee Taxpayers Can Lower Their 2020 Tax Bill

Finally, the IRS issued guidance on Friday evening about payroll tax deferrals.And, as we've been communicating ... this may not be a very helpful program for most East Tennessee taxpayers. In fact, it's actually up to employers (not employees) whether or not to...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!