Come by any of our locations or call 901-382-4450 to schedule an appointment. When you arrive to your appointment, make sure you bring as much of the following information as possible.

  • Driver's License or Identification Card
  • Social Security Card(s)
  • Dependents' Information
  • Prior Year's Tax Returns
  • W2 Forms and Wage Statements
  • Pension or Retirement Income
  • State Income Tax Refund Amount
  • Social Security Income
  • Unemployment Income
  • Commissions Received/Paid
  • Self-Employed Income
  • Income and Expenses from Rentals
  • Lottery or Gambling Winnings and Losses
  • Alimony Paid or Received
  • Child Care Expenses and Provider
  • Medical, Eye Care, and Dental Expenses
  • State or Local Sales Taxes Paid
  • Unreimbursed Employment-Related Expenses
  • Job-Related Educational Expenses
  • Education and Tuition Fees
  • Student Loan Interest Information
  • Casualty or Theft Losses
  • Estimated Taxes
  • Income from Partnerships, S Corporations, Trusts, and Estates
  • IRA Contributions
  • Cash and Noncash Charitable Donations
  • Record of Purchase or Sale of Residence
  • Mortgage or Home Equity Loan Interest Paid
  • Real Estate and Personal Property Taxes Paid


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