Individual Tax Savers, Oct.’18

Are you throwing away tax savings?
Most new clients come in for tax preparation and miss tax benefits or fail to qualify for tax benefits because they don’t know what they need to prove. My TAX MASTERY©  report and 2018 Tax Forecast showed my tax return clients tax savings that they miss and what to do in 2018.  If you are not a client, you can come in and I will show you those tax savings and what you need to do to qualify. This article is packed with tax saving ideas.

 

If I prepared your 2017 taxes, my TAX MASTERY © report and 2018 Tax Forecast showed you tax savings that you missed, how to prove them and how to take home tax savings before tax time by adjusting your withholding or estimated tax payments. If I did did not prepare your taxes, now is the perfect time to come in for a Free 1/2 hour consultation.  Then you too will benefit from these incredible tools. Many new clients can pay for the holidays with their tax savings.  
 
How about some tax savers? I can show most of my clients how beat the new “standard deductions” ( $12,000 for singles and $24,000 for joint) with itemized deductions . I teach them how to maximize their itemized deductions like medical expenses, sales taxes, mortgage interest, investment interest and charitable deductions.
My advice: Discuss these items with me: Most of my clients spend a lot more on sales tax than the IRS table amount. Do you? I can help you calculate and show you how to prove it.
My advice: Be sure to deduct investment interest like margin interest or interest on loans to make investments?
My advice: Make charitable contributions of investments that have risen in value.
My advice: Are you under valuing contributions to the Goodwill? I attach a handy charitable deductions report to record yours. I can help you value the gifts.
If you are not a client, call or email today for a Free 1/2 hour consultation.

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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