July 2017 Client Bulletin
Have you thought about investing for retirement?
Resources
Tennessee Sales Tax Holiday
Begins Friday, July 28 and ends Sunday, July 30
Summertime Scams
IRS Cautions Taxpayers to Watch for Summertime Scams
June 2017 Client Bulletin
What is the The Third Best Investment You Can Make?
May 2017 Client Bulletin
Tax-Wise Portfolio Rebalancing
April 2017 Client Bulletin
Deciding About a Vacation Home?
March 2017 Client Bulletin
Playing Defense as Stock Prices Soar
IRS Reminds Taxpayers of April 1 Deadline to Take Required Retirement Plan Distributions
February 2017 Client Bulletin
After-Tax Dollars in Traditional IRAs
IRS Warns of Form W-2 Scam
IRS, States and Tax Industry Renew Alert about Form W-2 Scam Targeting Payroll, Human Resource Departments
2025 Blank Tax Organizer
2025 Tax Year Questionnaire
2025 – 1099 Client Letter
2025 Tax Return Policies
Payment Authorization Forms
Helpful Tools
Federal
- Federal tax forms and information
- Social Security Administration
- Social Security Benefit Calculator
- Electronic Federal Tax Payment System
State of Tennessee
- Tennessee state tax forms and information
- Tennessee Secretary of State
- Tennessee Real Estate Assessment Data