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.