Tax Season 2026 Appointments Now Open
We're accepting appointments for the 2025 tax year. Book early for the fastest turnaround. Walk-ins are welcome during tax season, but scheduled clients are always seen first.
Read more
Tax preparation, bookkeeping, and Form 1041 trust filing for individuals, families, small businesses, and fiduciaries. Backed by 27 years of experience and the kind of personal attention the big-box chains can't match.
From a simple W-2 return to a complex fiduciary filing, every engagement is prepared personally and reviewed with you before it's filed.
Dee works with a wide range of taxpayers, from first-time filers to multi-entity business owners and trustees managing estate returns.
Single filers, married couples, dependents, education credits, first-time homeowners.
Sole proprietors, LLCs, S-Corps, partnerships — formation-year through mature operations.
Executors, trustees, revocable and irrevocable trusts, Form 1041 filings, K-1 distributions.
1099 contractors, gig workers, quarterly estimates, home-office & vehicle deductions.
Rental income (Schedule E), capital gains, brokerage 1099-B, passive activity rules.
Back returns, IRS notices, unfiled years, substitute for return cleanup, installment agreements.
The tax calendar at a glance. File early and avoid the April rush.
Employers and payers must furnish W-2s and 1099-NECs to recipients.
Form 1120-S and Form 1065 due. Extension Form 7004 moves the date to September 15.
Form 1040, 1120, and 1041 due. Extension Form 4868 / 7004 moves to October 15.
Final deadline for individuals, C-Corps, and trusts that filed an extension in April.
Dee Grigsby is a Certified Bookkeeper through Intuit with a degree in Accounting and a degree in Business Management. She has been preparing tax returns for 27 years and has specialized in Form 1041 trust and fiduciary filings since 2019. Every engagement is handled personally. No outsourcing. No assembly-line processing.
Clients come to Grigsby Accounting Group for clarity and accountability. You'll know what you owe, what you can deduct, and why. And you'll have someone to call in July when a notice arrives, not just in April.
Every return is prepared by someone you know and can reach directly. Never routed through a call center.
Dee founded Grigsby Accounting Group on a simple premise: every client deserves accurate returns, clear explanations, and someone who picks up the phone. With 27 years in tax preparation and a specialty in Form 1041 trust and fiduciary filing since 2019, she handles individual, business, and estate returns personally.
Checklists, worksheets, and reference materials to help you get organized before your appointment.
Annual worksheet to gather income, deductions, and dependents.
PDF · PlaceholderEverything we need to set up your file and e-file authorization.
PDF · PlaceholderCategorize self-employment income and deductible expenses.
PDF · PlaceholderFederal marginal brackets, standard deduction, and key thresholds.
PDF · PlaceholderQuarterly payment coupons for self-employed filers (Form 1040-ES).
PDF · PlaceholderWhat to gather for a Form 1041 trust return (EIN, basis, distributions).
PDF · PlaceholderPrintable calendar with estimated-tax and filing-season milestones.
PDF · PlaceholderGot a CP2000 or other letter? Use this before sending a response.
PDF · PlaceholderFirm announcements, tax-law updates, and seasonal reminders.
We're accepting appointments for the 2025 tax year. Book early for the fastest turnaround. Walk-ins are welcome during tax season, but scheduled clients are always seen first.
Read more
Standard deduction, marginal brackets, and contribution limits have all been adjusted for inflation. Here's what changes for individual and small-business filers this year.
Read more
Gather these five items before you walk in and your return can go out the same day. A little preparation up front saves time, money, and follow-up calls.
Read moreTell us a bit about what you need. We'll reply within one business day to schedule a consultation.
Whether it's a personal return, small-business filing, bookkeeping help, or a Form 1041 trust return, pick the channel that works best for you.