What do Wis’s clients have to say about him? Wis receives Thank you notes as well as payment from his clients. Clients say Wis saves more taxes, is flexible, accessible and available, expert, professional, confident, funny, former IRS, makes it look easy, thinks outside the box. Many say that “nothing” could improve their experience. For example:
I have been practicing law for 40 years and I believe that Wis has prepared virtually all of my returns, with the exception of the beginning, at which time I had very little reportable income. 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. Moreover, he prepares a great Trust agreement and accompanying documents for his clients, all at a very affordable price, and I highly recommend his services. Lincoln A. R. Hodges, attorney at law.
Wis and I have had a long and mutually satisfying business and tax relationship for the past 20 plus years. I wouldn’t think of asking anyone else for tax assistance. I have sent numerous clients to him over the years and even referred my son to him after my son realized he was an engineer–not a tax preparer. I highly recommend his services. Don Dowden, retired, founding partner in Dowden, Worley, Jewell, & Olswing, PLLC
Peter and Erica Rohde said that their revocable living trust planning was easier than they expected and reasonable in price. They offered to make this testimonial.
“Creative, out of the box thinking for a situation that no one anticipated.” ~Executor, Marjorie K. Conner, Communications lawyer in Alexandria, VA.
Retired Memphis City School teacher, Barbara Moore send Wis this recent note: “You really brightened my day and made me smile.”
Jerry Brett, a retired Federal Express Pilot says, “Thanks for your help!!!” after Wis researched and helped Jerry convert Jerry’s Turbotax file to a professional Proseries file, saving Jerry significant tax preparation fees.
Cindy Christy, a tax client whose mother came to Wis for estate planning, says that she is “perfectly satisfied” with Wis’s services and that he was very gracious in accommodating her needs.
“Wis knows his subjects, so I had no worries.” says Diane Pate (tax and estate planning client), retired Business Manager, Coca Cola Bottling Company of Memphis.
She liked “everything” about her experience with Wis. — Paula Booker, Liasson Manager of Conservation Services at Ducks Unlimited.
“I get more money back”, says Dennis Collins, pilot, Federal Express.
I was pleasantly surprised to pay less taxes than I expected! ~Joe Hayden, a professor at University of Memphis
Wis is really knowledgeable on tax and estate matters and understands how to answer my questions. ~Linda Titus, Flight Dispatcher at Federal Express
Wis listens and probes for the best approach. He explains difficult concepts so that I can understand them and am satisfied. ~Bob Laster, Manager of ExecNet at FedEx Services
He offered the right services at the right time and the right price. ~Dick Conboy, former Financial Consultant
He simplified and organized my estate plan and helped me understand my documents, while designing them so they are easier for my family to deal with. ~Laine Agee, an AP computer teacher.
“I learned more from Wis in one conversation than I learned from my CPA in the last 5 years.” ~Dusty Nix, a tax return client, bookkeeper and owner of aircraft rental business.
What I liked about working with Wis: Everything! He assisted me in my job as Executor, answered all my questions. Kept me well enough informed that I could get a lot done on my own. Judy Burda, business owner, Executor of estate
After Wis helped my company, the first word that came to mind was “painless.” Wis had the knowledge to solve my problems and anything Wis did not know he exhausted all efforts to find it out. ~Terry Wilson, of Wilson Lumber Company
Mr. Harry Laughlin has been a personal friend and business associate for over 20 years. During these years he worked as my Chief Legal Counsel at Software Earnings Inc. for several years. He also founded three corporations for me and provided legal counsel and advise on many business matters, to include acquisition, wills, and taxes. I have the utmost respect for his knowledge, wisdom, and understanding of the legal world. I highly recommend his services. ~Larry Thornton, President of Software Earnings
Wis is very good at handling most business needs. He is very quick, thorough and can find solutions for most problems, very creatively. ~Walter Wills, III, Memphis real estate developer