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.
Tax Advisory Begins with the Keystone Method
Tax Advisory, the year-round tax relationship, follows 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 preparation is available on its own: the return alone is $750 a year.
Tax as a Strategic Lever
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 is the tax firm beside Talley Wealth, structured to serve clients whose financial decisions carry meaningful tax consequences.
Coordinated by Design
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.
Tax Advisory After the Keystone Method
Tax Advisory is the year-round tax relationship for Keystone Method graduates. One monthly fee covers the return, a Return Review, a projection, withholding and estimates, and a tax strategy session, with IRS letters handled in between. It is $200 a month for individuals and households and $400 a month for business owners, with the return included. For a simple tax year, the return alone is $750 a year.
Tax Advisory
The year-round tax relationship: preparation and filing, a projection, withholding and estimates, a tax strategy session, and IRS letters, for one monthly fee.
Business Entity Tax
Entity-level tax preparation and strategy coordinated with your personal advisory plan.
IRS Resolution
Part of Tax Advisory. For Tax Advisory clients, 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.
Strategy Session
About an hour with David on your own numbers, to bring you the strategies worth knowing about in your situation. At no cost, the step after the Explore Call.
Keystone Method
A comprehensive financial planning engagement that builds the full picture everything else stands on.
Two Services Open
Wealth Advisory through Talley Wealth and Tax Advisory through Talley Tax, each optional. Many families choose both.
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
The region’s hospital system, university retirement plans & downtown businesses
Kingsport & Sullivan County
Long careers at large employers & local businesses
Bristol, VA & TN
Industrial and manufacturing careers
Common Tax Questions
Clear answers from a credentialed tax advisor (EA, CFP®) 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 ($15,750 single, $31,500 married filing jointly for 2025) 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