Welcome to tax season! If you would like to improve your taxes due, stick with me!

Prep_to_Plan (TM): I created Prep_to_Plan (TM) (“PtoP”) tax planning software to ensure that you pay the lowest legal taxes. I update PtoP with reports from services used by the largest firms.

What clients say: Wis listens and probes for the best approach. He explains difficult concepts so that I can understand them and am satisfied. Bob Laster, former Manager of ExecNet at FedEx Services.

My motto is “ease and effectiveness.” Here is how to achieve it and save money:

• Complete your Tax Organizer and include W-2s, Form 1099, 1095-A, etc. Please round entries.
• Enter a total in each blank. If it is the total of a list. Attach the list and refer to it.
• Provide taxpayers’ and dependents’ birthdays.
• Do not duplicate information.
• If you buy or sell an investment or business asset, list the date purchased, cost, price, and sale date. If it is real estate provide closing statements for its purchase, sale, or refinancing.
• For each charitable gift, provide a receipt, the date, the description, cost, name, and address of the charity.
• Use the Business Income and Expenses form to report your business items.
• Ignore Miscellaneous expenses.
• For each rental property list its cost, date first rented, rent, and expenses.
• Business vehicles: enter model date use began, business, and mileage.
• For dependent care, list the provider’s name, tax number & address.

Refer me to a client – get a 15% discount on my fees (or give it to your referral).

Experience: I have practiced law as a tax attorney for more than 40 years, starting as an attorney in the IRS National Office in Washington, DC. Lawyers write the tax law. Don’t you deserve a tax lawyer?