Affordable Insurance Sales & Tax Services, Inc

01/15/2024

Lisa’s Tax & Financial Services, LLC
110 Casa Dr
Twin City, Ga 30471
Cell phone 478-299-7880
Office phone 478-763-4400
[email protected]

I will open today until 7pm.

The Marketplace Insurance 1095A forms are available now. And even though the banks are closed today, my bank is still giving out loans!!!

01/14/2024

Lisa’s Tax & Financial Services, LLC
110 Casa Dr
Twin City, Ga 30471
Cell phone 478-299-7880
Office phone 478-763-4400
[email protected]

I will be open Monday, January 15th through Friday, January 19th from 9am to 7pm. I will be open Saturday, January 20th from 9am to 2pm.

04/06/2019

I will be in the office all week Monday through Friday from noon to 5. I was in a much needed vacation. Thank you all for your understanding! See you next week!!

01/02/2019

12/27/2018

Important dates:
I will be in the office on JAN 2nd. That’s the first day you can apply for the loan. I have an unlimited number of loans to give so don’t worry if you can’t get to the office on the 2nd. I am open from 9 am to 9 pm Monday thru Saturday and as needed on Sunday. You need to bring your last check stub with you to apply. Text my cell with any questions 478-299-9201, messenger thru Facebook or my email at [email protected]. These are always ways to get your stub to me for an estimate.
If you were approved last year, you’ll most likely be approved this year. If you were denied last year and have cleared up whatever issues you had from last year then you’ll most likely be approved this year.
Also don’t forget that I have an office in Millen that Lisa Wooten is running so be sure to check her out if she’s closer and you don’t want to come all the way to Twin City.

10/23/2018

Exciting news for TAX SEASON:
Bring your last check stub into my office on January 2nd and apply for a loan of UP TO $6,000! (The majority of my customers that file with me loyally every year will have no problem being approved for the maximum loan amount. New customers can apply for this loan too.) - As of right now, once you apply I think the loan is gonna be 24 hour approval so it may come out on the 3rd. (Or the day after you apply)
But, also you can choose the amount of the loan that you want this year. (Last year the bank chose for you and no one liked that including me) So if you don't want the maximum loan, you don't have to accept the maximum loan.
In order to finalize filing your return, you'll, of course, need to bring your W2 back so that the IRS will complete the processing of your return.
As of right now, the only Christmas loans that I will have available are the $100 loans around December 14th. (This may change but may stay the same) Always keep in mind that if you get a Christmas loan from another place, you can STILL FILE WITH ME, you just need to make sure to go pay that loan company back to keep yourself in good standings.
**Don't forget that we have an office in Millen and in Twin City, so whichever office is more convenient for you to get to then please go to either one. (I'm up in the air as to my new location of Metter or Louisville - opinions are appreciated)
I haven't seen any dates from the IRS yet as to when the first set of checks will come out but should stay about the same as last year - coming out around the first week of February but my checks, as with every year, should come out first.
Also, remember you can email your check stub, w2 or any other proof that you need to send to me at [email protected] or lisa's at [email protected], you can text or call my cell phone at 478-299-9201 or Lisa's cell phone 478-299-7880, you can send a message through facebook to me personally at Heather Marie Donaldson or to Lisa Wooten or most of you know where I live, come to my house and drop it off. LOL (believe it or not, I have plenty of people that do that and it doesn't bother me one bit.) I'm not sure if I'm giving referrals this year, it's just too hard to keep up with on top of everything else that I have to do. If you only refer business to a tax "professional" because of the referral money then are you really helping your friend find the best tax professional? (Just a thought)
More news to come as I get it! Please share to help spread the word!.

09/23/2018

So far.... this year I will be offering loans of up to $6000 AND I can offer smaller loans as early as January 2nd. More information to come. It’s very early in the season but I’m so happy that I couldn’t hold it in!! Please share and spread the word! I’m still waiting to hear about December loans.

12/14/2017

The first set of refunds will be released mid to late February. For this reason, I am giving loans in different amounts. ($500, $1000, $1500 or $2500 whichever you choose) Once you file your taxes you will (upon request) be applied for the loan. YOU DON’T NEED TO BRING ANY MONEY BACK TO MY OFFICE FOR THE LOAN. You can file your return as early as the first week of January as long as all of your paperwork is in order. If you are self employed: you need to have all of your records together. You need to have proof of your income such as receipts, 1099s, statements written from your employers, bank statements, etc.
The IRS' new thing this year is, if your dependents don't have your same last name then you need to show how that dependent is related to you by showing birth certificates. (THIS WILL ALSO HELP GET YOU APPROVED FOR THE LOAN FASTER)

We have an office in Millen this year.

I am offering a $20 per person referral for all new customers. This applies to Twin City and Millen offices.

If you have questions as to which paperwork you will need you can call Lisa 478-299-7880 or the office 478-763-2084 or you can message my cell phone at 478-299-9201.

12/11/2016

Another year in the books!! From us to everyone, we hope you all have a Merry Christmas!!

09/01/2016

Due to inclement weather, our office will be closed on Friday. We will also be closed on Saturday and Monday for Labor Day. Everyone be safe.