Last Minute Tax Saving Strategies

by Gerri Detweiler

It’s tax time again, and that means it’s time to bring back Lisa Greene-Lewis from TurboTax to share tips for saving money when you file your 2012 taxes. 40% of taxpayers are living paycheck to paycheck, and for them a sizeable tax refund is a lifesaver. But whether or not you’re in that group, you’ll want to save as much as possible. She’ll share some of the deductions that taxpayers miss and how you can maximize your tax refund.

In these two interviews that follow, you’ll learn about:

  • The #1 tax deduction that people who don’t file taxes miss,

  • Why the AMT patch is important and what it means for you,

  • The charitable deduction many people miss (I did!),

  • An easy way to make sure you don’t miss out on charitable deductions (I used this one myself!)

  • How to use a flexible spending account to save money on taxes, plus

  • Lots of last minute tax saving strategies.

My most recent interview with Lisa aired live on January 28, 2013. In it she, shared advice for getting the biggest refund possible for your 2012 taxes:

Listen Now:

I also interviewed Lisa last year, and many of the tips she shared then apply to this year’s taxes as well. This episode aired live April 7, 2012:

Listen Now:

About My Guest:

Lisa Greene-Lewis, a lead CPA at the American Tax & Financial Center at TurboTax, has over 15 years experience in tax advice and preparation. She has held positions as a public auditor, controller, and operations manager prior to joining TurboTax in 2010. Lisa is passionate about helping taxpayers get every tax deduction and credit they deserve so they can keep more of their hard earned money. With her extensive tax knowledge, Lisa has contributed tax articles to local, national, and online publications, including US News & World Report, Huffington Post, and Christian Science Monitor. She has also been featured providing tax advice and guidance in outlets including Reuters, Forbes and Working Mother.

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