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 this year and next  year.

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 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.
  • 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 a rental property list 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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