Effective Tax Preparation

Welcome to tax season! I believe that I have the easiest and effective tax preparation system available.  I guarantee that my clients will pay the lowest legal taxes with the least effort and reasonable tax preparation fees IF you follow the TIPS below. You get:

  1. Preparation by me, a Super Lawyer in taxation, former IRS, with over 35 years experience.
  2. Intuit’s Proseries Professional software, which provides a Tax Organizer to collect all your tax information!  (Intuit manufacturers Turbotax  and Quickbooks). Each prior year’s client receives a Tax Organizer that shows you your prior year entries.
  3. I and only I offer my clients Tax Mastery© my custom tax program that shows you how to pay the lowest legal taxes.

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

  • Clients who refer me a new client get a 15% discount on my next services.
  • Provide me with a completed Tax Organizer with all required documents: W-2’s, Form 1099’s, Form 1095-A, etc.
  • Send all your tax information at once, not piecemeal.
  • Round entries to the nearest dollar.
  • 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 and sale date.
  • Provide closing statements for purchase, sale or refinancing of real estate.
  • For each charitable gift provide description, date, cost and name and address of charity.
  • Provide closing statements for new or refinanced mortgage loans.
  • Use the Business Income and Expenses page to report your business items.
  • Miscellaneous Expenses (job or investment related) are no longer deductible.
  • For each rental property identify its cost, when first rented, rent and expenses separately.
  • 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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