From the Nashville Tax Blog
2022 Portal Tax Organizer
On January 20th, we sent an email with our traditional PDF organizer and also provided access to our online organizer... Of course, we only need one organizer completed. We chose offer you an option for your preference: Our traditional PDF organizer (see...
2022 PDF Tax Organizer
On January 20th, all organizers for past clients were uploaded to the client portal. The IRS is will begin accepting returns on January 23rd. For new clients, I have included a blank tax organizer at the link below: 2022 Tax Organizer Below is a quick refresher on...
2020 Tax Organizer (for 2021 Tax Season)
On Thursday, February 4, all organizers for past clients were uploaded to the client portal. So why so late this year?The IRS is not currently accepting returns and will not begin accepting until February 12th. Typically, the IRS begins accepting returns...
How I Am Different
We are available to sit down and accessible virtually, we have a high-tech tax portal and financial planning platform available to you, and offer meaningful, down to earth discussions about your finances.
Flexible
I understand you are busy. That’s why we can meet in person or have virtual meetings while you are on the go.
Technology
Our financial planning technology is state of the art – access your financial information in one place, anytime, and anywhere.
Straightforward
Fee-only fiduciary. No selling products. Just helping you learn and grow. That means your success is my top priority.
I have several questions for you:
- Does the thought of meeting with a tax CPA give you anxiety?
- Does the very thought of taxes make you feel uneasy, concerned, or stressed out?
- Does thinking about gathering your information at the end of the year make you cringe?
- Are you a bit nervous whether your business it set up correctly with the state and the IRS?
- Do you want to gain control of your personal and business finances but are unsure how to do so and whether you are “doing it right”?
Organize and Simplify.
Business owners have many more planning opportunities (ahem… tax saving opportunities) than typical employees. Please call me to discuss and ensure you aren’t leaving anything on the table.
