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 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...

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...

Nine Crucial Questions To Prepare East Tennessee Taxpayers For Their 2020 Taxes

First some important reminders for all East Tennessee taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close, or...

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Tracy Carico

Still no guidance from the IRS about the payroll tax "holiday" (deferral), so it's extremely unlikely that your East Tennessee employer will be ready -- simply because the major payroll companies (Paychex, ADP, Gusto, and many others) don't have the answers to many...

Save On Your Taxes With Tracy Carico’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

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...

Tracy Carico’s Annual Holiday Prayer

This will be a different kind of note today than I normally post.Because the first thing to note is that a bona fide holiday miracle seems to have occurred: Congress agreed on another relief bill.Given this cultural climate, this might rank up there with the...

Tracy L. Carico, CPA’s thoughts on Healthy Skepticism in light of the 2020 Election

Believe it or not, we're very busy around here.While the nation's eyes are fixated on political things, we're spending our days working hard on behalf of our clients right here in East Tennessee (and beyond, of course), talking through tax-advantaged financial moves,...

Time To Dream With Your Friendly East Tennessee Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

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!