Category Archives: Tax Preparation

the LAST TAX article you will read before you do your taxes

I am the LAST TAX article you will read before you do your taxes.

LAST and ONLY TAX Article

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last and only tax article you need to read

I am the ONLY TAX article you need to read this year.

Here is how you do your own taxes this year.

Start your taxes now.

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Because…

…you have more IMPortant things

…to do than your taxes.

More IMPortant Things To Do

fun things to do with your kids
you have MORE IMPortant things to do than doing your taxes

Start your taxes now.

You can start your taxes…

  • from your phone
  • take a selfie of your W2,
  • in the car line at school,
  • in the coffee line at Starbucks,
  • in the coffee line at Panera Bread,
  • while you’re waiting for the kids
  • at their church youth group,
  • at his basketball practice,
  • at her gymnastics practice.

Start now. Buy TurboTax here.

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More IMPortant Things To Do

thanksgiving outdoors
you have MORE IMPortant things to do than doing your taxes

You have more IMPortant things…

…to do than your taxes.

Do it now. Do it right.

“Your taxes done right, guaranteed” – TurboTax

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Need Some Motivation?

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do you nEEd some motivation

If you still haven’t started your taxes yet…

If you’re still procrastinating…

It doesn’t take a genius to do your own taxes. 

If you’re procrastinating, read these…

Then start your taxes RIGHT HERE.

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Hey ! Don’t Miss ANYthing !

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You’re Paying Too Much to Have Your Taxes Prepared

You’re paying TOO MUCH to have your taxes prepared.

Watch this 10 second video to see how easy it is to do your own taxes.

YES, you ARE paying tOO much!!!

Let me tell you a true story about a friend of mine. And her taxes.

Well, this friend of mine from Panera Bread — a real person who chooses to remain un-named — told me about an attempt…

My friend visited her potential tax preparer with JUST THREE simple pieces of tax information:

  • her Social Security Income (Form SSA-1099),
  • her Pension Income, and
  • interest earned from her bank (Form 1099 INT).

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You're paying tOO MUCH to have your taxes prepared
you’re paying tOO much to have your taxes prepared

After inputting her information, her tax preparer informed her that the cost to prepare and file her federal tax return was: $274.00

Yikes !!! The cost was $274.00 for inputting …

  • JUST
  • THREE
  • PIECES of
  • income information
  • PLUS her name, address and social security number.

This tax preparer works for a reputable firm…

BUT the services rendered DO NOT JUSTIFY the preparation cost of $274.00 ! For inputting information from just three (3) tax forms.

This incident is sad, very sad.

And is repeated thousands of times every day.

This happens all across our nation.

This is common practice at the Big Box stores who prepare income taxes.

Unfortunately, the tax preparer does not have any flexibility regrading the fee. And each piece of financial information may generate multiple tax forms. And each form costs you an additional fee.


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I used to be a PTIN tax preparer – you should do your own taxes

My moment of truth: I used to be one of these registered tax return preparers with a PTIN. I wanted to help people prepare their tax returns and to earn some extra income during the tax season.

Until, after months of training, I actually started preparing some tax returns. I didn’t last very long. (Maybe I completed eight or so tax returns. But I felt like I was scamming uninformed people.)

The last tax return that I completed, the young lady saw her tax return and the fee for services and asked me, “What should I do?”

I asked her, “Do you own a computer?”

“Of course,” she replied.

Then I whispered to her, “Go home. Download an online tax prep program. I prefer TurboTax. And do your own tax return. It doesn’t take a genius to do your own taxes. Do your taxes yourself. Save yourself several hundred dollars.”

I just couldn’t lie. Of course, I resigned that day. Because I could not promote something that I would not use myself. Nor could I recommend this paid tax preparation service to my friends who had basic computer skills. Not at those fees.

I was just not offering enough value to justify those tax preparation fees. I was just putting numbers in a computer program. That my customers could do themselves.

Especially when a person has other reasonable choices. 

I remember a different time.

When I was younger, my parents had a business and used a paid tax preparer which was necessary and appropriate during that time with no access to computers and tax software.

Our family had no other reasonable choice but to use a paid tax preparer. But today is much, much different.

You have several different choices to download online tax preparation software. And to do your own taxes.

Unless your financial and tax situation is complicated, you should do your own taxes. It doesn’t take a genius to do your own taxes. Not anymore.

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Back to my friend at Panera Bread… 

woman ins stress ver 2.0 400x300
it doesn’t take a genius to do your taxes – just the right software 

Back to my friend’s story at Panera Bread. And her $274.00 tax preparation fee.

I explained this to her.

“The tax preparing firms charge a fee for EACH tax form that is generated. Remember, EACH PIECE of your tax information may create SEVERAL DIFFERENT tax forms. Then their tax software generates the total tax prep fee automatically.

So the average tax payer is at the mercy of the tax firm and the fees that their tax software generates.”

That’s why you see so many articles like – 3 Reasons Why You Should NOT File Your Taxes at Walmart.

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You’re paying TOO MUCH to have your taxes prepared.

There is a simple solution.

There is a MUCH BETTER way. Which is…

If you can put simple data into a computer,

you should do your own taxes

It doesn’t take a genius to do your own taxes.

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you're paying too much to have your taxes prepared
ya know – you’re paying too much to have your taxes prepared

Here’s ALL that you need:

Watch this 10 second video to see how easy it is.

You are paying too much to have your taxes prepared.

Not anymore. Click here.

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Or save $20 here.

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Filing Your Income Taxes

Get this job done so that you can be doing the really important things in life like:

loving and laughing

with the ones who matter most 

fun things to do with your kids

file your taxes today because

you have more important things to do

play is the BEST learning tool. EVER

so that you can love and laugh

with the ones who matter most

fun things for kids to do

you do have more important things to do

fun things for kids to do

like climb a BIG SCARY TREE

with your son

This is Lucas climbing a BIG SCARY tree.

love and laugh

with the ones who matter most

because no one ever reminisces about the Friday that they worked late

focus on the important things

Have a meSSy Christmas. Just say NO to Pinterest-Perfect.

with the ones who maTTer most 

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Back to…

Filing Your Income Taxes

Start now. Get started today.

Right here. Right nowClick here.

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3 Reasons Why You Should NOT File Your Taxes at Walmart

You Should NOT File

Your Taxes at Walmart

Here are three reasons why you should NOT file your taxes at Walmart.

You deserve …

you should not file your taxes at walmart
3 reasons why you should NOT file your taxes at Walmart

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Legal Note: Know this about Walmart tax preparation! All of the tax preparers at Walmart are TRAINED to do their jobs, and each tax preparer has her PTIN (Preparer Tax Identification Number) and is registered with the IRS.

That is NOT WHY – you SHOULD NOT file your taxes at Walmart.

There are other MORE IMPORTANT and personal reasons.

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It doesn’t take a genius to do your own taxes.

Here are 3 reasons why you should file your own taxes. And NOT file your taxes at Walmart.

You deserve …


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you deserve more PRIVACY

1.) You deserve MORE PRIVACY…

… in preparing your taxes. Yes. You can TRUST the tax preparers at Walmart to keep your information confidential. I’m NOT talking about professional confidentiality.

I am talking about PRIVACY. Not having other people invade your “private space” while you are discussing something as IMPORTANT and PERSONAL as your PRIVATE finances and taxes.

I do NOT want to prepare my taxes in the cubicle atmosphere at Walmart.

It feels like taking a shower in public. 

I want the PRIVACY of my home or someone’s office WITH A CLOSED DOOR on that office. So that my spouse and I are discussing our finances in PRIVATE.

You deserve to do you own taxes in the privacy of your home.

It doesn’t take a genius to do your own taxes. Not anymore.

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so you don’t miss ANYthing


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you deserve more CONVENIENCE

2.) You deserve more CONVENIENCE…

… in preparing your taxes. Well, you say that Walmart is convenient for you to have your taxes prepared. But can you start and stop this process at your convenience while sitting with a tax preparer at Walmart ? No, you can’t.

You still need to gather ALL of your documents BEFORE visiting with this tax preparer. And, hopefully, this entire tax preparation process is completed BEFORE your spouse is done shopping.

Otherwise, your spouse and your children are WAITING while you complete this process. Not very convenient at all.

And you know how that will work for you. Good luck with IMPATIENT children WAITING after an hour of shopping at Walmart. You deserve MORE CONVENIENCE.

You can do your own taxes. In the convenience of your home.

It doesn’t take a genius to do your own taxes. Click here to see.

Do your own taxes. And do it on your schedule. At your convenience. Click here to see how convenient it is to do your own taxes.


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Daniel Jedi Squire in Training
you deserve more CONTROL

3.) You deserve MORE CONTROL…

… in preparing your taxes. If you use computer software (TurboTax) to prepare you taxes, you will have MORE CONTROL in doing your taxes. And you will become more knowledgeable and more prepared to file your taxes next year.

You will get to review important financial information. To put you in control of your finances.

MORE CONTROL over your financial life ! Isn’t that what you want ? MORE CONTROL !

What could be more important financially than KNOWING how your taxes IMPACT your life ? And being armed with this knowledge, you are now better prepared to file next year’s tax return.

You are IN CONTROL of filing this year’s tax return AND prepared to file next year’s tax return !!

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you have choices – more privacy, convenience and control

YOU HAVE CHOICES

If you are a Walmart enthusiast…

… and loyal shopper at Walmart, you have ANOTHER CHOICE. Stay loyal to Walmart; and still enjoy the PRIVACY, CONVENIENCE, and CONTROL of filing your TAXES ON YOUR OWN.

Buy TurboTax online through Walmart. And prepare your taxes from the safety and comfort of YOUR OWN HOME.

And, for the rest of the year, you can use Quicken and QuickBooks to manage your personal and business finances – purchased from Walmart. And stay loyal to Walmart. If you want.

Or just look at TurboTax right here.

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you should not file your taxes at walmart
you deserve more privacy, convenience and control

You deserve …

It doesn’t take a genius to do your own taxes. 

YOU HAVE CHOICES !!! Click here today to prepare your own taxes.

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Save $20.00 here

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3 Reasons Why You Should Do Your Own Taxes

Why You Should Do Your Own Taxes

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Here are 3 great reasons why you should do your own taxes. Including some bonus reasons.

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1.) YOU save time …

… by just taking a picture of your W-2 with your phone. Click here to see how this works. And to learn about Absolute Zero.

And by importing information.

When you use TurboTax, you save time by importing information from Quicken and QuickBooks directly into your TurboTax 2015. And, like cyber magic, you instantly save time and reduce the possibility for data entry errors.

Learn about…

  • TurboTax for your income tax,
  • Quicken for your personal finances and
  • QuickBooks for your business accounting. Below. 

TurboTax (from Intuit) may be linked to Quicken (personal finance and money management software) and QuickBooks (accounting software for small businesses).

Importing your information from Quicken and QuickBooks saves you time and minimizes data entry errors. Just follow the simple online instructions.


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eFile Your Taxes with TurboTax
You don’t have to be a genius to DO YOUR OWN TAXES. 

2.) YOU transfer …

You can transfer last year’s tax return information into this year’s TurboTax 2015. Last year’s information from TurboTax will auto-populate into this year’s tax data. Simple and easy.

This saves you time. And transferring information ensures accuracy and consistency year after year.

Why not make doing your taxes simple, boring, consistent ? And fast? Why not? 

In this case, boring is a good thing. 

Note: TurboTax will even transfer your signature info preventing an efile rejection caused by an incorrect PIN.

.  .  .  .  .  .

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Daniel Jedi Squire in Training
You are the Jedi in control of doing YOUR OWN TAXES. 

3.) YOU. Are. In. Control.

TurboTax is  easy and fast. And YOU. Are. In. Control.

That’s why I use it. TurboTax is quick and easy. It is as easy as “telling the financial story of your 2015.” Just answer the questions that TurboTax asks you.

TurboTax is convenient.

And puts you in control.

You are in control of when you do your taxes. In the privacy of your home. At your pace. On your time schedule. Not at someone else’s office. And not in a noisy, impersonal Big Box store.

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Play is the Best Learning Tool
And here are your BONUS reasons. To do YOUR OWN TAXES !!!

Bonus Reasons 

And here are some bonus reasons why you should do your own taxes. Remember, it doesn’t take a genius to do YOUR OWN TAXES.

  • You keep your private information. PRIVATE.
  • You save money by doing your own taxes. 
  • It’s easier than you think. 
  • You’ll get your refund faster. 
  • You’ll increase your income tax IQ. Important for this year and many following years. 

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thanksgiving outdoors
Your life has its demands. 

You’re busy. And your life has its demands.

  • Helping your children with their homework.
  • Soccer practice.
  • Dinner time.
  • And more …
  • No problem !

Start and stop your tax preparing process at your convenience. Not at the convenience of some impersonal tax preparer. See the demo here.

Save and restart your tax preparation at your convenience.

Just continue your story of 2015 in TurboTax – in the safety and comfort of your home. On your computer or on your mobile device. 

And you definitely do NOT want to do this in a cubicle of some Big Box store with the whole world watching and listening. And prepared by a part time individual.

  • File with TurboTax electronically.
  • Deposit your tax refund to your bank electronically.
  • Save a copy of your tax return to your computer.
  • Print a copy of your tax return.
  • All from the comfort of your home on your time schedule.
  • It’s fast and easy.
  • And you’re in control.

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File your taxes early. Start now.
File your taxes early. Start now.

Click to watch this short video (2:09) just to see how it works.

BEFORE you buy.

Then get started. Today.

Just click the picture below to get started. 

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3 Great Reasons to File Your Income Taxes Early

here are 3 great financial reasons

to file your income taxes early

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You deserve to …

  1. … to get this task off your mind (read more)
  2. … to get a fast refund (more)
  3. … to get extra time (more)
  4. … to get important financial information (more)

1.) You DESERVE to get this task off your mind.

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Wait, you clicked on this link for tax info. And now you’re talking to America’s Grumpiest Grandpa ?

What’s up ? Hey, I’m NOT your CPA; but here’s what I am. 

This old man has spent more than five decades in the business world. The majority of my corporate experience has been as an investment advisor with a major Wall Street firm. And during my corporate career:

  • I earned my MBA in Accountancy at age 57,
  • I taught Computerized Accounting at the University level, and
  • I became registered ( P T I N ) with the IRS to prepare U.S. Federal Tax Returns.

So let’s talk straight. Let’s talk about your taxes.

Now. Let’s start again with the MAJOR reason to file your 2015 income taxes early. 

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You deserve to get this task off of your mind.

1.) You DESERVE to get this task off your mind.

You deserve this freedom.

Not many people talk about this point. Just get it OFF OF YOUR MIND. File your taxes early to set your mind FREE for more productive and fun reasons.

It doesn’t take a genius to do your taxes. Watch video.

But it does take genius tax software. Designed to be so simple that your kids could do your taxes for you. Now that’s genius.

Do your 2015 income taxes early.

You deserve the freedom, the peace of mind. 

You are worth it. 

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You know how an undone task – like filing your income taxes – creates MENTAL CLUTTER. Mental clutter that is constantly nagging in your head. Clogging your brain with unnecessary background noise. This nagging unfinished task sucks all the energy out of you.

And the closer you get to that important deadline of April 15th – the more distracting this undone task becomes. The louder the nagging background noise becomes.

And if you’re like me – just STARTING relieves a lot of emotional pressure. Just getting this done TRUMPS ALL of the other solid financial reasons for filing early.

Take it from someone who has filed personal income tax returns for more than 40 years. Do it now. File your income taxes early.

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child-cute-frown-kid-pout 400x300 px
Do NOT procrastinate. Do it now.

And, hey, it doesn’t take a genius to do your taxes

Procrastination kills your spirit.

The best reason to file early is – “PIECE” OF MIND. Yes, “piece” of mind, not peace of mind.

Get back a piece of your mind by doing your taxes early. 

And have peace of mind.

Get all of the pieces of your mind FOCUSED on more FUN and PRODUCTIVE matters. So you can live your life and NOT be thinking about your taxes.

If ya wanna get started now. Click here – now.

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File your taxes early. Start now.
Start now. It doesn’t take a genius to do your taxes.

2.) You will get a FASTER REFUND…

… by doing your income taxes early.

A real “duh” financial reason. If the government owes you a return on taxes you have paid, file early and get this money WORKING for you – or “PLAYING” for you. Plan that SPECIAL vacation. Early.

Plan that special vacation – that  escape to the islands.

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woman ins stress ver 2.0 400x300
Get extra time to pay that balance due.

3.) You will get EXTRA TIME to pay a balance due…

… by doing your income taxes early.

Ugh ! And if you owe a balance due to the IRS, then you know that final number today. Not tomorrow. So you can plan – or make arrangements to pay the IRS.

Know this number in advance so that you are NOT STRESSING unnecessarily.

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help me income taxes 400x300 px
It doesn’t take a genius to do your taxes. Click here for help

4.) You will get IMPORTANT FINANCIAL INFORMATION needed for other purposes…

… by doing your income taxes early.

Purchasing a home or returning to college ? There is information on your 1040 that you or your children need to apply for a student loan.

And prospective home buyers often need to show a COMPLETED TAX RETURN as proof of household income.

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cute-little-girl wp 600x370 ver 2.0 did ya know
You deserve PEACE of mind. And a new pair of shoes

Again the MOST IMPORTANT reason …

… to file your income taxes early is (#1) to get it off of your mind.

Remember, it doesn’t take a genius to do your taxes. Click here to start

Clean your mental closet of this clutter to make room for more productive and fun thinking. YOU DESERVE IT.

It doesn’t take a genius to do your taxes.

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Save $20.00 when you

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