4 Easy Steps!
STEP
Sign Engagement Letter
Click on “Reporting Only” if you simply want us to do your tax return and nothing else.
We include Tax Audit Protections on all of our tax return for 2023.
Tax planning is not included in “Reporting Only” and additional services provided after preparing your tax return will be billed at our standard hourly rate.
Click on “Bundle Client” if you already pay us a monthly fee.
Consider signing up for our Personal Bundle by calling our office at 615-274-9640 if you have a more complex tax situation such as:
your income fluctuates
you have K-1 income
you are self-employed
you have rental property
STEP
Complete Your Questionnaire
Everything is better when it’s organized and we like to do our due diligence.
Tell us about your tax year by completing our online tax questionnaire.
This is required each year and should take you 15 – 30 minutes to complete depending on if you are an existing or new client.
2023 Tax Questionnaires
STEP
Upload Your Tax Documents
Upload your tax documents to our secure client portal, or:
Contact us at (615) 274-9640 if you don’t have access to the portal already.
Please upload PDF files or Excel spreadsheets only.
File names CANNOT include special characters such as ?!&*#@%=+.
You can upload a ZIP file if you have a lot of files to send to us.
Drop off your tax documents at 138 Allisona Road, Eagleville, TN 37060.
Mail your tax documents to PO Box 102, Eagleville, TN 37060.
STEP
Give Us the Green Light
Signed the Tax Engagement and if needed paid your retainer?
Completed the questionnaire?
Given us all of your tax documents?
Congratulations! Now, just give us the “green light” to let us know we can get started on your return.
Text “Green Light” to (931) 272-8350 or send us a portal message.
IMPORTANT: We will not start on your return unless we hear from you.
What happens after you give us the green light?
Each client goes into our queue based on when they give us the green light.
Our turnaround time for your tax return is based on the order in which you enter our queue.
We will reach out to you once we get started on your return and follow up with you if we have questions. Make sure to let us know if you have any specific questions so we can address them accordingly.
As soon as we have your tax return completed, we will reach out to you for the final steps, including answer all your questions, going over the tax return, payment of the balance due and signing the e-file authorization forms.
Do not hesitate to call us at 615-274-9640 if you have any questions.
Please do not email or text tax documents to us. It is not safe! Instead upload documents to the portal. We also prefer if you use the secure portal message system to communicate with us instead of emailing us.
We have strict no-click policy and won’t open any email attachments or click on email links. This is for your own safety. We are trying to adhere to the highest standards to keep your data safe.
Disclosure Authorization: Unless authorized by law, we cannot disclose, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. Please complete the disclosure authorization if you would like to allow somebody else other than your spouse (e.g. Financial Planner, parent, child) to communicate with us about your tax return.