Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Combating Tipping Culture’s Impact on Chattanooga Wallets

Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October...

John and Wanda King’s Financial Stress Management Insights

One common denominator among my Chattanooga clients the last few years is an increase in financial stress. Often, it’s related to tax problems they need help resolving, but there are other factors involved, too. As prices rise, so does anxiety around money. And...

Chattanooga Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Chattanooga pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...

1099-K Reporting Requirements: Clearing Up Confusion for Chattanooga Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...

What Rising Mortgage Loan Rates Mean for Chattanooga Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:login.atomanager.com/atom_ust/default.aspx?redirect=webinfonewclientappointment.aspx If you’ve...

The Good & Bad of Unfiled Tax Returns for Chattanooga Taxpayers

You may have seen the recent headlines announcing that Americans left almost 1.5 billion dollars in unclaimed tax refunds in 2019 because of unfiled tax returns.That’s a lot of money that will become the property of the U.S. Department of the Treasury when it could...

How an Identity Protection Pin Can Save Chattanooga Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Chattanooga hero, which is why I want to make sure you remember that you can claim up to $300 for...

Energy Efficient Home Improvement Kickbacks for Chattanooga Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...

Watch Out for Tip Creep in Your Chattanooga Business

I’m sure you’ve noticed the rising pressure to tip in recent years. You go to pay for your drip coffee, the barista flips over the kiosk, and you’re confronted with the request to tip.And also wondering… Am I obligated to tip you to pour a cup of drip?Of course, no...

Check Payment Alternatives to Consider Now, Chattanooga Friend

Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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