Tax Strategy That Connects to Your Financial Plan.
Year-round tax advisory services integrated with your financial plan. As financial independence approaches, tax decisions increasingly shape everything else.
Every Relationship Begins with the Keystone Method
Talley Tax advisory services are available exclusively to clients who have completed the Keystone Method — a comprehensive financial planning engagement through Talley Wealth. It's how we ensure every recommendation is grounded in your complete financial picture.
Tax as a Strategic Lever — Not a Transactional Service
Most people searching for tax help actually need something deeper: coordinated tax strategy integrated with financial planning and investment management. That's exactly what Talley Tax provides.
- Year-round advisory, not seasonal filing
- Coordinated directly with your Talley Wealth advisor
- Proactive strategy that anticipates financial decisions
- One integrated team working toward the same goals
Built for Families Approaching Financial Independence
Talley Tax isn't a standalone tax shop. It's the tax arm of a serious wealth advisory firm — structured to serve clients whose financial decisions carry meaningful tax consequences.
Coordinated, Not Siloed
Your tax advisor and wealth advisor are part of the same team. Strategy is built together — not passed between separate firms.
Structured for Your Complexity
Your advisory engagement is scoped during the Keystone process based on your specific situation — not a one-size-fits-all product. Straightforward, transparent, and designed for the long term.
Year-Round Advisory
We're here throughout the year for tax-sensitive decisions, planning conversations, and life changes — not just when filing deadlines approach.
Engagement Levels Within the Keystone Process
Your advisory scope is determined during the Keystone Method based on your specific complexity. These are the structured levels of annual tax advisory available to graduates.
Core Tax Advisory
Comprehensive tax planning and preparation for families with multiple income sources and planning opportunities.
Advanced Tax Advisory
Sophisticated strategy for business owners, real estate investors, and multi-state filers.
Business Entity Tax
Entity-level tax preparation and strategy coordinated with your personal advisory plan.
IRS Resolution
Expert representation for audits, appeals, and complex resolution matters.
The Path to Talley Tax
All advisory relationships begin with the Keystone Method — a comprehensive financial planning engagement through Talley Wealth.
Explore Call
A no-commitment conversation to understand your situation and see if Talley is a good fit.
Keystone Method
A comprehensive financial planning process that builds the foundation for all ongoing advisory services.
Ongoing Advisory
Year-round coordinated tax and wealth advisory — Talley Tax and Talley Wealth working together.
Tax Strategy Doesn't Exist in a Vacuum
Every tax decision has implications for your investments, retirement timeline, and long-term wealth. At Talley, your tax advisor and wealth advisor work from the same playbook — because coordinated strategy is the only kind that works.
Learn About the IntegrationBased in the Tri-Cities
Our office is in Johnson City, and we serve clients throughout the greater Tri-Cities region — including Kingsport, Bristol, Erwin, and surrounding communities.
203 Broyles Drive, Suite 301
Johnson City, TN 37601
Areas We Serve
Johnson City & Washington County
Ballad Health, ETSU & downtown businesses
Kingsport & Sullivan County
Eastman employees & local businesses
Bristol, VA & TN
NFS/BWXT & industrial employees
Common Tax Questions
Clear answers from our CPAs to the questions we hear most from Tri-Cities families and businesses.
What documents do I need to bring to my tax appointment?
Bring all W-2s, 1099s, mortgage interest statements (1098), property tax receipts, charitable donation records, last year's tax return, and photo ID. If you're self-employed, also bring income records and business expense receipts. Missing documents is the number one reason tax appointments take longer than they should.
Read answerWhat deductions do most people miss on their tax returns?
The most commonly missed deductions include state sales tax (especially in Tennessee where there's no income tax), out-of-pocket medical expenses exceeding 7.5% of income, educator expenses, student loan interest, and home office deductions for self-employed individuals. Many people also forget to deduct job search expenses and moving costs for work.
Read answerShould I itemize or take the standard deduction?
Take the standard deduction ($14,600 single, $29,200 married filing jointly for 2024) unless your itemized deductions exceed these amounts. Most people benefit from the standard deduction since the 2017 tax law changes. However, if you have significant mortgage interest, property taxes, medical expenses, or charitable giving, itemizing might save you more.
Read answerWhat are the tax implications of working remotely from Tennessee?
Tennessee has no state income tax, making it attractive for remote workers. However, if your employer is in a state with income tax, you may still owe taxes there depending on that state's rules. Some states have reciprocity agreements, while others like New York aggressively tax remote workers. Your specific situation depends on employer location and how often you travel to their office.
Read answerBegin with a Conversation
The First Step
Schedule an Explore Call
An explore call is a no-commitment conversation to learn about the Keystone Method and see if Talley is the right fit for your situation.
Schedule a Call