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Use the 2020 Tax Organizer to gather information needed to prepare your tax return, including W-2's, 1099's, etc.  You can print this, fill it in and bring it to your appointment or mail or e-mail it to us.

To print the Organizer, you will need Adobe Reader DC. If you don't have it, please download it for free by following the above link.


When you have completed the 2020 Organizer, call or e-mail us to schedule a meeting with Lee.  If you are unable to meet with us in person, send us the Organizer and the documents it requests, including all W-2 and 1099 forms, in the mail or request a secure drop box link to scan and upload copies.  Lee will call to discuss them with you.  For your security, please save the Organizer to your hard drive before filling in any information.

The Estate Planning Questionnaire lists most of the information needed to prepare a Will, Trust, Living Will, and Power of Attorney, and assist you with estate planning.

If you have rental properties, enter rental income and expenses on Schedule E.


Estimated Tax Payments are due quarterly on the following dates:

1st Quarter:  April 15

2nd Quarter:  June 15

3rd Quarter:  September 15

4th Quarter:  January 15

To Make an Estimated Payment:   Make your check payable to "US Treasury". Fill in the memo line with (1) the year, (2) "Income Tax" and (3) the Primary Taxpayer's* Social Security Number

*The Primary Taxpayer is the first individual listed on your tax return, if you file a joint return.  

Include the appropriate quarterly payment voucher with your payment and mail both to the IRS at the address indicated on Where to Mail Your Payment (see right).

Internal Revenue Service

Tennessee Department of Revenue

To obtain information from the Internal Revenue Service, or the Tennessee Department of Revenue, visit their website.

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