FAQ

The best time to start tax planning is now! While many people think about taxes only during filing season, effective tax planning happens year-round. The earlier you start planning, the more opportunities you have to minimize your tax liability and make strategic financial decisions.

Common documents include W-2s, 1099 forms, receipts for deductible expenses, mortgage interest statements, charitable contribution records, and business income/expense records. We'll provide you with a personalized checklist based on your specific situation.

There are many strategies, including maximizing retirement contributions, taking advantage of available deductions and credits, timing income and expenses strategically, and choosing the right business structure. We'll work with you to identify the best strategies for your unique situation.

Don't worry—we can help. We specialize in preparing prior year returns and working with the IRS to resolve back tax issues. The sooner you address the situation, the better. Contact us to discuss your specific circumstances and create a plan to get you back on track.

Absolutely! The Smoky Mountain region has unique considerations for vacation rental properties. We understand the complexities of rental income reporting, expense deductions, and local tax requirements for short-term rentals.