Navigating Taxes with TurboTax Expert Lisa Greene-Lewis
Money Girl
Macmillan Holdings, LLC
4.6 • 1.8K Ratings
🗓️ 1 April 2026
⏱️ 28 minutes
🧾️ Download transcript
Summary
In this episode, Laura sits down with Lisa Greene-Lewis. She’s a TurboTax expert and CPA with over 20 years of experience in tax preparation and helping filers save money. Lisa’s also worked as a public auditor, controller, and been self-employed, so she understands common mistakes to avoid and tips for legally paying less tax.
What We Discuss:
- New rules that reduce taxes and increase tax refunds for the average taxpayer.
- Tips for small businesses and the self-employed that make filing taxes easier.
- When to consider incorporating your business or staying a sole proprietor.
- Who can claim a home office deduction and whether it’s a red flag for the IRS.
- How long to keep personal and business tax returns and their backup.
How to get year-round tax support with TurboTax Experts for Business.
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Transcript
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| 0:00.0 | Hey friends, welcome back to the Money Girl podcast. I'm Laura Adams, an award-winning author, |
| 0:10.9 | spokesperson, money speaker, and founder of the Money Stack. That's my sub-stack newsletter. |
| 0:16.5 | And, of course, host of Money Girl with over 44 million downloads. You can always connect with me, |
| 0:21.8 | send me a money question, sign up for the money stack, and learn more at Laura D. Adams.com. |
| 0:28.5 | Today, I have a special guest that I am really excited to bring you. I'm going to be talking |
| 0:34.3 | with Lisa Green Lewis. She's a turbo tax expert in CPA with over 20 years |
| 0:40.5 | of experience in tax preparation and helping filers save money. Lisa's also worked as a public auditor, |
| 0:47.1 | controller, and she's been self-employed, so she really understands common mistakes to avoid |
| 0:52.9 | and tips for legally paying less tax. We talk about |
| 0:56.8 | new rules that reduce taxes and increase refunds for the average taxpayer. We talk about tips for |
| 1:03.6 | small businesses and the self-employed that make filing taxes a lot easier, when to consider |
| 1:09.8 | incorporating your business or staying a sole proprietor. |
| 1:14.0 | We talk about who can claim a home office deduction and whether it's a red flag for the IRS or not, |
| 1:21.7 | and how long to keep personal and business tax returns and their backup. And we also talk about how you can get year-round support with TurboTax for experts by visiting |
| 1:33.2 | turbotax.com. |
| 1:36.3 | So here's my interview with Lisa. |
| 1:39.3 | Lisa, thank you so much for joining me on Money Girl. |
| 1:42.8 | Thank you for having me. |
| 1:44.7 | I am super excited to talk to you because, as you know, this is tax season. |
| 1:49.8 | People are probably freaking out a little bit right now if they haven't already done their taxes, |
| 1:55.6 | which I know so many people wait until the very last second or even, you know, file an extension if they just |
| 2:02.1 | don't have it together. But I am super happy to have your guidance here. Tell me a little bit |
... |
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