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Stock Sales in 2009
For all stock sales in 2009, we will need the cost basis and date of purchase of the stock sold. Your stockbroker should have this information. Please attempt to get this information before you bring your tax information to the office.
Special Notice to our Valued Clients
Due to this busy tax season, we are asking you to bring your tax information to the office on Fridays. You may either schedule an appointment by calling 865-397-6694, or simply drop it off during business hours. You may also utilize our drop box by the front door for after-hours delivery.
We now accept all major credit cards for payment of services.
Downloads
Remember, we are talking about your tax dollars so be as detailed as possible when completing the questionnaire. Attach additional schedules to provide all the information needed to complete your return. If you itemize your deductions, be sure to bring your sales tax receipts on large items such as cars, boats, motorcycles, etc.
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 Tax Planning |
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