TR Sleuth 

TR Sleuth Series: The Case of The Elusive 1040 

A NEW Microsoft Excel Template 

 

My name is Michael Jellison, CPA and I'm the managing member of BankSems, LLC, a banker training company.

 Baga by Alex

I've just released my NEW Microsoft Excel template as the first offering in the TR Sleuth Series. It's called TR Sleuth Series: The Case of The Elusive 1040.

 

It's a rather sophisticated macro enabled Excel template that demystifies personal income tax returns for bankers using same in the credit process - lending to the individual, or the closely held business subject to the owner's personal guaranty.

 

Features:

  • Easy entry on tax return look alike input screens.
  • Demystifies the tax return - showing you the tax planning behind the number you see on the return.
  • Computes the borrower's (guarantor's) personal cash flow using the tax return and displays same in report fashion.
  • Creates prioritized follow-up questions you can ask your customer.
  • Handles pass through entities (partnerships, S corporations, limited liability companies, trusts).
  • Microsoft Excel based macro-enabled template.

Want more information? Good. GO TO my blog by following this link. Read to your heart's content. You can purchase the template there as well. 

 

 TR Sleuth Series: The Case of The Elusive 1040   

 

 

I'd be happy to chat with you about the product and what it can do for you.

 

Contact me:

 

Email:  MGJellison@gmail.com 

 

Phone: (952) 929-9444

 

Thanks for your interest.

 

 

Michael G. Jellison, CPA

President of BankSems, LLC 

 

PS The picture above? As my grand daughter sees me. A little 'Picassoish' I think....