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simply B organized
March 5, 2020September 6, 2020

Ep 169: Tax Prep Made Simple with Lisa Greene-Lewis

Podcast / This Organized Life Podcast

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Hi Friends!

Today we are talking all about removing the stress from tax prep. Full disclosure, I find the entire process completely overwhelming so I was glad to call in an expert to break it all down!

I invited Lisa Greene-Lewis from Turbo Tax  to join me on today’s episode to share some tips, strategies and solutions.   Lisa is a CPA, with over 20 years of experience in tax preparation. She has held positions as a public auditor, controller, and operations manager.

She has contributed tax articles to local, national, and online publications, including US News & World Report and Huffington Post. Lisa has also appeared on various news broadcasts, the Steve Harvey Show, and the Ellen Show.

During our conversation, Lisa and chat about things like:

Misconceptions people have about filing their taxes

Common mistakes people make when it comes to preparing their taxes 

How to simplify receipt-tracking (especially for my fellow entrepreneurs!)

When to begin gathering your tax documents

Who is a good candidate for using an online tax preparer like turbo tax

What steps will make the process more seamless, and less stressful

How to Make the  most of your deductions (including Qualifying Relatives)

Hopefully after listening to today’s episode you will feel more prepared, and less overwhelmed to tackle your taxes!

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P.S. Make sure to check out our new favorite company, CURIO-PRESS.COM and enter the code ORGANIZED at checkout to receive 15% off your entire order!

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A special thanks to our good friends at CURIO-PRESS for sponsoring this episode of This ORGANIZED Life! Check out the AMAZING discount at the bottom of the show notes, exclusive to the TOL community! 

For sponsorship inquiries and collaborations  click here

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Want to file your taxes for free?  Lisa has gifted promo codes for our first (5) five TOL listeners!  Choose from any one of the options below, and enter one of the following codes:

 Free Edition | Deluxe | Premier | Self-Employed

 Code 1: H88GAUF3U3CTLB |Code 2: GH9LFV2SKARFJG |Code 3: NL6AM9HTD7GY39 |

Code 4: ADVFZHYNTC2Z3S |Code 5: BUVLTPMLNWMG6L

 *Limit one code per family

*Terms & Conditions apply

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Connect with Turbo Tax

WEBSITE | TWITTER | INSTAGRAM | FACEBOOK

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Please support us!

SUBSCRIBE to TOL to have new episodes downloaded each week!

REVIEW .  Social influence is the most impactful way to help others find our show!


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 HOT MESS: A Practical Guide to Getting Organized is my witty little survival guide that helps you get to the root of your clutter. Learn about the 3 types of clutter, Physical, Emotional, and Calendar, along with how to avoid the 5 Clutter Pitfalls. 

Now is the time to reclaim time, find freedom, and feel empowered from the “stuff” that is holding you back.

Available on amazon, barnes & noble or wherever books are sold.



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Post Tags: #CURIO-PRESS#tax prep#Turbo Tax

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