Client Tax Return Information

Looking for tax preparation and planning? We prepare both Federal and State tax returns for 

C and S-corporations, Partnerships, LLC's, Sole Proprietorships, and Individuals. 

Want to make filing your return easier?  Click on the appropriate link below to download and print our client information packet. Complete this information before your appointment to save time and ensure you have all information necessary. Bring the completed packet with your Driver's License and Social Security Card

 (for each person on the return) to make filing your tax return easier than ever!

2018 New Client Information Packet

2018 Returning Client Information Packet

Once your return has been processed, the IRS usually takes about 21 business days to direct deposit or mail your refund. Please note that refunds with Earned Income Credit or additional Child Tax Credit will not be released by the IRS directly, and  the estimated return date is yet to be determined.  This is part of the IRS's efforts to prevent fraudulent refunds. Please be patient as the IRS tries to protect  all taxpayers from fraudulent schemes. Click on the link below to track your refund.

​​​​​Bookkeeping Plus


Service is the Plus

P.O. Box 1628 • Shelbyville, TN 37162-1628 • Phone: 931-685-0503 • Fax: 931-685-0138

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