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Tools & Resources

Here you will find links to some helpful accounting tools and resources that will point you or your business in the right direction. If you have any questions about how we can help, please contact us today!


Track My Refund

The IRS ‘Where’s My Refund?’ tool allows taxpayers to access their tax return and refund status anytime. Use this link to get refund information about your federal income tax return through the IRS’s secure website. Information is typically available within 24 hours of electronically filing your return.

You will need the information listed below to access your current return:
Your social security number or Individual Taxpayer Identification Number
Your filing status
The exact whole dollar amount of your expected refund


Client Information Form

In order to ensure that all client information is up to date, we ask that you please fill out the client information sheet to provide with your tax information for each filing year.  We use this form to ensure that all of your information in our database is current. If you are a new client, please also provide us with a copy of your prior year’s tax return.

Make a Tax Payment

The IRS offers an online payment option via direct pay or debit/credit card for 1040 and estimated tax payments. You can also view your payment history by using this link. Businesses can also submit payroll and other federal company associated taxes by enrolling with EFTPS


Tennessee Sales Tax

Tennessee Taxpayer Access Point (TNTAP) allows taxpayers to electronically file tax returns, gain access to tax accounts, and perform a variety of other tasks.


Tax Document Checklist

We have prepared this checklist for our clients to us as a reference in compiling tax documents to provide our office for tax return preparation. We understand that gathering the information needed can oftentimes be a daunting task. All of the items listed will not be applicable to every taxpayer; however, this is a broad listing of the most commonly used income and deduction information in preparing individual tax returns. As always, you are also more than welcome to contact our office with questions at any time.

Quickbooks Online

This link can be used to access your Quickbooks online account. Your monthly subscription to Quickbooks Online is included with our accounting service packages. Access your company’s bookkeeping records that we manage and maintain from anywhere, at any time.


Check My Business Status

Use the Tennessee Secretary of State business information search to check your company’s status. This link can also be used to file your company’s annual report.

Tax Brackets 2019

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