All clients must fill out a tax engagement letter and questionnaire to get started.
Please use the link below.
Simply log in to our Client Center and upload your tax documents from the comfort of your home. No need to wait for office hours. This option is not only convenient, but also helps streamline the process.
If you prefer a physical drop-off, our office is ready to receive your documents. You can fill out the engagement letter and tax questionaire ahead of time or fill it out on-site when you arrive.
If you prefer a face-to-face consultation with our tax preparers, you can call our office at 931-685-0503 to schedule an in-person tax appointment.
Save 10% when you use our portal or drop-off option. All documents must be submitted by March 2, 2025.
PRIVACY POLICY - YOUR PRIVACY IS SECURE
As a provider of personal financial services, we are required by law to inform our clients of our policies regarding privacy of client information. Your nonpublic personal information is collected from various sources which may include tax organizers, worksheets, client questionnaires, applications, other financial documentation, personal interviews, telephone conversations, transactions with the firm, and consumer reporting agencies if background or credit checks are conducted on your behalf. We have always protected your right to privacy and will continue to make this a top priority.