Personalized Bookkeeping & Tax Services

06/11/2026

Keeping your personal and business bank accounts separate is essential for smooth financial management and tax preparation.

Whether you pay taxes quarterly or annually, having distinct accounts ensures you can easily access the necessary information for your tax statements.

Let us help you streamline your bookkeeping with our tailored services, starting at just $100 a month. Reach out today to learn more! 📞 (615) 773-2736

06/09/2026

No state income tax in Tennessee sounds like good news, and it is. But there is an important exception that catches a lot of business owners off guard.

If you own an LLC or corporation in Tennessee, you are likely responsible for franchise and excise taxes. These are separate from the income tax that Tennessee does not collect, and many business owners do not find out they owe them until they are already behind.

That knowledge gap can carry real financial consequences.

Understanding what you owe before it becomes a problem is one of the most important things you can do as a business owner. Our team is here to help you stay informed, stay compliant, and avoid the kind of surprises that set businesses back.

Have questions about your Tennessee tax obligations? Give us a call at (615) 773-2736. 📞

06/08/2026

🚨 Worried about an IRS audit? Now is the perfect time to enroll in our Audit Detection Program! With the release of this year's transcripts, we can help you stay ahead of any audits or letters from the IRS. 🕵️‍♂️🔍

Our Audit Detection Program is here to provide peace of mind. Here’s why enrolling now is crucial:

🔎 Early Detection: We can detect IRS audits and exams months in advance, giving you ample time to mitigate penalties and interest.

📉 Liens & Levies: Stay informed about any liens or levies on your account.

💰 First Time Abatement: Identify opportunities for refunds or offset taxes owed.

📅 Annual Review: We review the current and previous three years of taxes for refund opportunities.

✅ Audit Risk Assessment: Get an audit risk assessment for your current tax return.

🧾 Income Verification: Annual income verification ensures everything is in order.

💸 Payment Tracking: Keep track of your IRS payments, including estimated payments.

📊 Comprehensive Report: Receive a detailed Tax Analysis report once a year.

Don't wait for the IRS to knock on your door. Enroll in our Audit Detection Program today and get ahead of any potential issues! Call us at 📞 (615) 773-2736 or visit https://www.mountjuliettaxes.com/irs-audit-detection

06/05/2026

We are so excited to introduce the newest member of our team, Mandy Hoyt! 🎉

Mandy is a Mount Juliet native who has called this community home her entire life. She brings 15 years of experience in the credit union industry and a genuine passion for learning, growing, and serving the people around her.

When Mandy saw our post on Facebook, she knew it was time for a new chapter. We are so glad she took that leap.

She is diving headfirst into bookkeeping, payroll, and tax preparation, and she brings exactly the kind of dedication and heart this team is built on. We could not be more excited to have her alongside us.

Welcome to the family, Mandy. This community is lucky to have you, and so are we.

06/03/2026

Avoid surprises next tax season by ensuring your withholding is on track! Check your paystub, divide your YTD federal withholding by your gross wages, and see if you're withholding the right amount. Proper withholding helps you dodge unexpected bills and penalties.

Need help? Call us at (615) 773-2736 for expert advice! 📞

06/01/2026

This is the final deadline for Tennessee taxpayers in the Winter Storm Fern disaster area, and if you know you owe money this year, that is exactly why now is the time to act.

A lot of people put off filing when they have a balance due. It feels easier to wait. But the extension covers your filing deadline, not your payment. Every day past June 8, interest and penalties continue to grow on what you owe. Filing now is the best way to stop that clock.

If you have not filed yet, please do not wait another day. Get your documents together and give us a call. We will do everything we can to get you taken care of before the deadline.

Not sure what you need to bring? We have a free Tax Prep Checklist at the top of our blog page to help you get organized quickly.

📞 Call us today at (615) 773-2736

05/29/2026

If you’re thinking about starting a business, SAVE THIS VIDEO! These are three major tips that will set you up for success and save a ton of potential headaches in your business!

05/26/2026

Two weeks until June 8. If you are in a qualifying Tennessee county and still have not filed, please do not wait any longer. Get your documents together and give us a call. We are scheduling appointments now and our calendar is filling up fast.

Here is what to have ready:
- W-2s and 1099s
- Business income and expense records
- Prior year return
- Any IRS notices

Not sure if you have everything? Our free Tax Prep Checklist is available at the top of our blog page to help you get organized before your appointment. 🧾 mountjuliettaxes.com/blog

The sooner you call, the better we can take care of you. (615) 773-2736

05/25/2026

On this Memorial Day, we remember the brave men and women who sacrificed everything to defend our country and our freedoms. We honor their service and sacrifice, and we are forever grateful for their bravery and dedication.

Reminder: We are closed today in observance of Memorial Day.

05/22/2026

This kind of feedback means a great deal to us.

Serving families for decades, making sure every person feels attended to and never rushed, is exactly what we are here for. We are grateful for the trust this family has placed in us, and we look forward to continuing to take care of them for years to come.

If you are ready to work with a team that takes your finances seriously, give us a call. 📞 (615) 773-2736

Need a local tax accounting firm in Mt Juliet? Visit our certified public accountants at the best tax place, Personalized Bookkeeping.