Would you like Effective Tax Preparation for a change?

  • Welcome to tax season! What? You say it is over? It is never over. I believe that I have the easiest and effective tax preparation system available. 
  • Lincoln Hodges, a real estate attorney, says: I have been practicing law for 40 years and I believe that Wis has prepared virtually all of my returns….  I wouldn’t have it any other way, due to the fact that Wis has consistently thought outside of the box in helping me prepare my returns and maximize my deductions. 
  • I guarantee that if you retain me to prepare your tax return and follow my advice, you will pay the lowest legal taxes with the least effort and reasonable fees. I give you:
  1. Preparation by me, a Super Lawyer in taxation, former IRS, with over 35 years experience.
  2. Intuit’s Proseries Professional software, the most used professional tax preparation software. (Intuit manufacturers Turbotax). I provide you a Tax Organizer designed to collect all of your tax information easily.
  3. Tax Mastery© my custom tax planning program that explains the latest strategies to pay the lowest legal taxes this year and next  year.

Here are some TIPS on how to pay the lowest legal taxes and tax preparation fees:

  • Refer me a client and get a 15% discount on tax preparation (or give it to your referral).
  • Complete your Tax Organizer with all required documents: W-2’s, Form 1099’s,1095-A, etc.
  • Send all your tax information at once, not piecemeal.
  • Round entries to the nearest dollar.
  • If you give me a total, ordinarily there is no need to give me your supporting records.
  • Provide birthdays for taxpayers and dependents.
  • Review all credit card and checking statements for tax-related items.
  • Don’t duplicate tax information that you send me.
  • If you give me a list that adds up to an entry in the Organizer, explain it.
  • If you buy or sell an investment or a business asset, list date purchased, cost, selling price if any and sale date.
  • Provide closing statements for purchase, sale or refinancing of real estate.
  • For each charitable gift describe the gift, date, cost, name and address of charity.
  • Use the Business Income and Expenses form to report your business items.
  • Miscellaneous expenses (job or investment related) are no longer deductible.
  • For each rental property list its cost, date first rented, rent and expenses.
  • Business vehicles: enter description, date, business mileage and total mileage.
  • For dependent care, list the provider’s name, tax number & address.
  • Meet personally with me to review your return and make needed decisions.

Contact Wis for a FREE, a half hour consultation demonstrating your  tax savings  

About Wis Laughlin

I help clients with tax preparation and IRS representation, estate planning, and complex contracts, including LLC's. As a former IRS tax attorney in their National Office. Law.com picked Wis in 2017 and several prior years as one of the Top Tax and Estate Lawyers in Tennessee. I am your advocate, not your accountant. I don't tell you what you can't do. I show you how to do it.
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