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!
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!
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
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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