I recently moved from Florida to Tennessee and used AARP to file my taxes in Florida. I am 95 years old, can't drive, and have a simple tax situation. I have no property or assets in either state and live in an apartment with mobility and care assistance. I have a financial planner who manages my finances. How can I get help filing my taxes in Tennessee?

March 17th, 2024

Can you consolidate activity from multiple multi-member LLCs (taxed as partnerships) if they are all owned by the same people and same ownership percentage? Or do you need a holding company to own them all?

November 17th, 2023

What are the federal estate tax issues, specifically with regard to filing a K-1 form for a stock inheritance distribution, and who is responsible for paying income tax for estates or trusts?

July 20th, 2023

Is a fixed annuity a safe place for my savings? Is it a guaranteed payment? Is it safer than a bank?

January 4th, 2024

I received 3 different survivor annuities upon my aunt’s death. What form do I list them on for my 1040? I cannot use the simplified method.

August 11th, 2024