Cutoff dates for 2018 Tax Year

The cutoff to bring, email or fax tax information to our office is :for Partnerships and Corporations- Tuesday, February 26, 2019 and for Individuals-Tuesday, March 26, 2019. Our office is open Monday through Friday from 8:00 am to 5:00 pm.

Individuals should complete 2018 Tax Information Worksheet that can be printed from the “Useful Forms” section of our website. Bring this along with your tax information.

**Please bring all information at the same time. Bringing additional information after you have informed us that your return is ready to be completed can result in additional fees (or an extension) if your return must be redone.**

We must receive ALL information to prepare returns by these dates to ensure that your return will be completed and transmitted by April 15, 2019.

2018 Tax Time......yes, again

Yes, It's Tax Time.......if you need help organizing your information and ensuring that you have included all your information, go to our "Useful Forms" page and open the 2018 Tax Organizer and 2018 Tax Information Worksheet.  These should guide you in collecting and organizing your information. You can print these from home or office and fill them out as completely as possible. Even if you are an existing client, we want to ensure that we have the most up to date information possible. We understand that most of us do not enjoy filling out forms, but the more information we have, the better we can serve you, our client.

Of course, if you have questions, contact our office. 

A few important dates to remember for 2018....

As 2018 comes in with a roar (a cold one at that), there are a few dates that need to be remembered (whether we want to or not).....

  • Individual/1040 due date (including Sole-Proprietors): April 17
  • Corporation/1120: April 17
  • Partnership/1065 & S-Corporation/1120S: March 15
  • Estate & Trust/1041: April 17
  • W-2's & 1099's: January 31 (Both are due to the recipients, the Social Security Administration and the IRS.
  • TN Franchise & Excise & Individual Income Tax: April 17

Of course, if you have any questions, please contact our office.

Stay safe and warm everyone!

 

As the tax deadline approaches.........

First and foremost: thank you for entrusting us with your tax preparation needs. 

We would like to ensure all our clients that we are diligently working to complete your income tax returns. We work on each return in the order that they are received. After your return is completed by Royce, it then goes to support staff who put everything in order, write instructions that apply to your personal return and prepare for you to sign the necessary forms for your return to be submitted to the IRS and state, if applicable. 

Each return is unique and goes through many phases of preparation, before and after the return is completed by Royce. 

We have a cutoff date each year for information to be received into our office and we ensure that all returns are completed by the federal deadline if information is received by the cutoff date. This cutoff date is generally the last Friday in March prior to the April federal deadline. 

Information that is received after the cutoff date could require an extension to be filed. We keep working up until the federal deadline to complete as many returns(received after the cutoff) as possible.

When your return is complete and ready for you to review and sign, we will contact you by phone or email.  

Thank you again for entrusting us with your tax preparation needs.

It's that time of year again.

Yes, It's Tax Time.......if you need help organizing your information and ensuring that you have included all your information, go to our "Useful Forms" page and open the 2016 Tax Organizer and 2016 Tax Information Worksheet. These should guide you in collecting and organizing your information. You can print these from home or office and fill them out as completely as possible. The more information we have, the better we can serve you, our client.

Of course, if you have questions, contact our office. 

Getting Organized For Tax Return Filing

There are several things on our website that can be helpful when organizing your information for tax returns. Let us walk you through them.

  • On the What We Do page, click on the green Individual Federal and State Taxes. This will open a list of items that will be important to filing your taxes correctly and promptly. 
  • On the Useful Forms page, click on 2015 Tax Information Worksheet. You can print this form and fill in your information and bring it along with any other information to our office.
  • On the Useful Forms page, click on 2015 Tax Organizer. You can print this form and fill in the information or just use it as a guide to help pull important information together.
  • On our contact page you will find an email address that comes to our Front Desk. You can click on this and email any questions that you might have and it will be directed to the appropriate person. 
  • On the Our Team page, each team member has an email link directly to them. If you have a question for a specific Team Member, simply click on their email address and send them your question. 
  • If you still have questions, simply call our office at 615-444-1149. We will be happy to work with you to answer those questions.

Affordable Care Act (ACA) Tax Provisions

The Affordable Care Act contains comprehensive health insurance reforms and includes tax provisions that affect individuals, families, businesses, insurers, tax-exempt organizations and government entities. These provisions contain important changes, including how individuals and families file their taxes. The law also contains benefits and responsibilities for other organizations and employers.

Most of us have more questions concerning this new Act. For guidance on this topic, go to www.irs.gov or click here . If you have questions that are not answered at this website, please contact our office and we will be happy to guide you.

Have you received a call from the IRS?

IRS-Impersonation Telephone Scam

An aggressive and sophisticated phone scam targeting taxpayers, including recent immigrants, has been making the rounds throughout the country. Callers claim to be employees of the IRS, but are not. These con artists can sound convincing when they call. They use fake names and bogus IRS identification badge numbers. They may know a lot about their targets, and they usually alter the caller ID to make it look like the IRS is calling. 

Victims are told they owe money to the IRS and it must be paid promptly through a pre-loaded debit card or wire transfer. If the victim refuses to cooperate, they are then threatened with arrest, deportation or suspension of a business or driver’s license. In many cases, the caller becomes hostile and insulting.

Or, victims may be told they have a refund due to try to trick them into sharing private information. 

If the phone isn't answered, the scammers often leave an “urgent” callback request.

Note that the IRS will never: 1) call to demand immediate payment, nor will the agency call about taxes owed without first having mailed you a bill; 2) demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe; 3) require you to use a specific payment method for your taxes, such as a prepaid debit card; 4) ask for credit or debit card numbers over the phone; or 5) threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.

For information on other scams, click here