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 Use the 2019 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 2019 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 for 2019 and 2020 are due quarterly on the following dates:

4th Quarter 2019:  January 15, 2020

1st Quarter:  April 15, 2020

2nd Quarter:  June 15, 2020

3rd Quarter:  September 15, 2020

4th Quarter:  January 15, 2021

To Make an Estimated Payment:   Make your check payable to "US Treasury", writing "2020 (2019 for 4th Qtr. 2019) Income Tax" and the Primary Taxpayer's* Social Security Number on it. 

*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. 


611 Commerce St, Ste. 2704

Nashville, Tennessee 37203

Tel: 615-840-7470

Fax: 615-840-7710


Our office is located in the City Space Tower of the Renaissance Hotel.


Parking is across Commerce Street in the Nashville Public Library Parking Garage, which we validate. 


The Renaissance Hotel has two sets of elevators, the first serving the hotel, floors 1 - 25 and the second serving the office suits on the top 6 floors, 26 - 31.  The office space elevators are located on the 3rd floor in a glass enclosed lobby.


To get to the 3rd floor, use the hotel elevator or escalator in the main lobby or the walking bridge on the 4th floor of the Nashville Public Library Parking Garage.

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