Individual Tax Preparation
Federal and state returns for individuals and families, including W-2, 1099, dependent, retirement and self-employment situations.
Read full detailsServing the Tri-Cities423-403-6339
LRT Service HubLive. Revive. Thrive.Schedule tax serviceTax, accounting & bookkeeping support
More than a return.
A clearer way forward.
Personal tax support and practical tax, accounting and bookkeeping services for small businesses—backed by more than 20 years of tax experience.
Choose the support you need
Tax & Accounting Services
Explore support for individual and business taxes, ongoing bookkeeping and organized financial records.
Business Tax Preparation
Return preparation and filing support for sole proprietors, LLCs, partnerships, S corporations and eligible Tennessee business obligations.
Read full detailsAccounting & Bookkeeping Services
Ongoing support to help small businesses track income and expenses, organize financial records and maintain their books.
Read full detailsTax Planning
Year-round sessions covering withholding, estimated payments, business activity, major life changes and filing-season preparation.
Read full detailsAmended Returns
Review of prior returns and corrected or missing information to determine whether an eligible amendment should be prepared.
Read full detailsExperienced. Attentive. Thorough.
Tax work is personal. Your service should be, too.
Every tax situation has its own details. We take time to understand your household, income, business activity and goals before preparing the work. You receive clear explanations, organized next steps and a professional who sees the full picture—not just the forms.
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For individuals & families
Individual Tax Preparation
Accurate filing starts with asking the right questions. We review the information you provide, prepare the appropriate return and help you understand the result before filing.
Schedule individual tax serviceService may include
- Federal and state individual income tax returns
- W-2, 1099 and multi-income returns
- Self-employment and Schedule C reporting
- Eligible credits, deductions and dependent review
- Electronic filing and direct-deposit selection
- Extensions and estimated-tax calculations
Common situations we support
Families with dependents, first-time filers, retirees, gig workers, independent contractors, homeowners, real estate professionals and individuals with multiple sources of income.
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For owners & entrepreneurs
Business Tax Preparation
Business filing is easier when your records, entity obligations and deadlines are viewed together. We help small-business owners turn their financial information into an organized, supportable filing.
Schedule business tax serviceService may include
- Federal and applicable state business returns
- Sole proprietor and single-member LLC reporting
- Partnership and S corporation return support
- Income and expense review before preparation
- Quarterly estimated-tax planning
- Tennessee business and franchise/excise filings when applicable
Before preparation begins
We review your entity type and current records to confirm the work needed. Bookkeeping cleanup, missing filings or additional schedules may require separate service and pricing.
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For organized small-business finances
Accounting & Bookkeeping Services
Clear, consistent records help business owners understand their finances and prepare for tax time. We provide practical bookkeeping and accounting support tailored to the needs of small businesses.
Request accounting or bookkeeping supportService may include
- Bookkeeping support
- Income and expense tracking
- Financial record organization
- Small business accounting support
- QuickBooks bookkeeping support
Support that fits your business
The exact service depends on the condition of your records, transaction volume, business needs and the bookkeeping platform you use.
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Think beyond filing season
Tax Planning
Planning gives you time to make informed decisions before December 31—not after the year has ended. Sessions are tailored to your current income, business activity and known life changes.
Schedule a planning sessionPlanning conversations can cover
- Paycheck withholding and estimated-tax checkups
- Business income, expenses and quarterly payment planning
- Possible tax effects of a new job, marriage or home purchase
- Recordkeeping systems and documentation habits
- Year-to-date review and filing-season preparation
- Questions to take to your financial or legal adviser
Important
Tax planning recommendations depend on complete and accurate information. Results are estimates and may change as laws, income or personal circumstances change.
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When a prior return needs another look
Amended Returns
Received a corrected form or discovered missing information? We can review the original return and available documentation to determine whether an amendment is appropriate.
Request an amendment reviewThe review process
- 1Gather the complete prior return
Include all schedules, notices and supporting documents.
- 2Identify what changed
We compare the original filing with the corrected or newly available information.
- 3Explain the next step
If an amendment is warranted, we outline the effect and filing process.
Prepare for your appointment
What should you bring?
Your exact checklist depends on your return, but these categories are a strong starting point. We will provide a more specific list after learning about your situation.
Personal information
Photo identification, Social Security or tax ID information, dependent details and prior-year return.
Income records
W-2s, 1099s, retirement income, investment records and other tax statements.
Potential deductions
Eligible education, childcare, medical, charitable, home and business records.
Owner records
Income summary, expense detail, mileage, assets, estimated payments and entity documents.
Official tax resources
Useful links for taxpayers
Start with a conversation
Let’s talk about the tax or accounting support you need.
Call to schedule or ask which appointment type fits your situation.
Call 423-403-6339
Individual · Business · Accounting · Planning · Amendments