top of page
Tax_Form Montage.jpg

TAX FORMS & TIPS

Corporate Tax Returns (LLC, S-Corp, C-Corp)

 

We prepare tax returns for all types of businesses, including sole proprietors, partnerships, and corporations. We can also handle multi-state taxes for businesses with locations in more than one state.

 

LLC and S-Corp returns are due postmarked by March 15, 2025

 

C-Corp returns are due postmarked by April 15, 2025

​

Data needed for all corporate returns:

​

  • Gross receipts

  • Cost of goods sold

  • Salaries and bonuses

  • Repairs

  • Rents paid

  • Taxes and license fees

  • Interest paid

  • Advertising

​

Download worksheet for additional deductions.

 

Corporate Deductions Worksheet

Personal Tax Returns

 

Personal returns are due postmarked by April 25, 2025

​

Data needed for all personal returns:

​

Medical and dental costs:

​

  • Prescriptions

  • Health insurance

  • Doctors, dentists, etc.

  • Hospitals, health clinics, etc.

  • Eyeglasses

  • Miles traveled to medical treatments

​

Taxes:

​

  • Real estate taxes on primary residence

  • Real estate taxes on additional homes or land

  • Auto license registration

​

Interest cost:  Home mortgage interest paid

​

Charitable Contributions

​

  • Cash donations

  • Non-cash donations

​

Miscellaneous

​

  • Union and professional dues

  • Professional subscriptions

  • Uniforms and/or protective clothing

  • Job search costs

  • Tax educator costs

  • Tax preparation fees

  • Safe deposit box fees

  • Gambling losses to the extent of gambling income

​

This is not meant to be a complete list, but it should be used as a general guide.

Contact us.

James Torgerson, EA, CEP, FIC, CFS

962 Colbert St. South

Collierville, TN 38017

​

Mobile: 502-807-8736

E-mail:  jetorgerson@gmail.com

Success! Message received.

  • Facebook
  • LinkedIn

Guarantees are backed by the financial strength and claims paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. By contacting us you may receive information regarding insurance products and investments available for purchase.

bottom of page