How to Save Taxes and Preparation Fees

Welcome to tax season! Did you enjoy your last tax return and the tax you paid? If not, try tax preparation with a real professional.

Why me? Compare my credentials. I have been practicing law as a tax attorney for more than 40 years starting as an IRS attorney in Washington, DC, and have been certified as a Super Lawyer in taxation from 2007-2021. Lawyers write the tax law. Don’t you deserve the best? To top it off, I have the easiest and most effective tax preparation system available.

I use Intuit’s Proseries Professional software, the most used professional tax preparation software in the United States. Proseries is the Professional of its baby brother, Turbo Tax.

I use Prep_to_Plan (TM) (“PtoP”) tax planning software to assure that you pay the lowest legal taxes. I wrote PtoP and I update with Daily Tax Reports from Bloomberg Tax.

Lincoln Hodges, a real estate lawyer and one of my clients, says: I have been practicing law for 40 years and I believe that Wis has prepared virtually all of my return…  I wouldn’t have it any other way, because Wis has consistently thought outside of the box in helping me prepare my returns and maximize my deductions. 

My motto is “ease and effectiveness.” Here are some ways to pay the lowest legal taxes.

  • Refer me a client – get a 15% discount on my fees (or give it to your referral).
  • Complete a Tax Organizer, including 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 some of your entries are totals be prepared to give me your list.
  • Provide birthdays for taxpayers and dependents.
  • Review your credit card and checking statements for tax-related items.
  • Do not duplicate tax information that you send me.
  • 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.
  • Have a receipt for each charitable gift describing it, 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 not relevant.
  • For each rental property list its cost, date first rented, rent and expenses.
  • Business vehicles: enter model date use began, business and total milage.
  • For dependent care, list the provider’s name, tax number & address.
  • Meet personally with me to review your return.

​Contact Wis for a FREE, half-hour consultation. See 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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