Welcome to LMS Success U
Location 3800 Hopper Rd., Houston, TX, 77093

TAX SOFTWARE SALES ARE NOW GOING ON. Click here QuickBooks Online :- July 9-11, 10-4pm Pre-Register Now IRS Basic Tax CE (15 hrs) :- July 16-18, 10-4pm Pre-Register Now


Sam A. Paiz


Taught by Sam A. Paiz, approved instructor and owner of LMS Success U. You can contact Sam at his email: support@lmsservices.com


  • Start : Must Pre-Register (No walk-ins will be accepted)
  • Shift : 10 AM to 4 PM

Course Description

Having a good professional software will minimize time spent keying in returns, allow you to use bank products, track returns so you know where they are at in the filing process to allow you more time to counsel clients. To successfully assist taxpayers in satisfying their tax responsibilities, you must understand tax law and apply it to each individual’s tax situation.

Course Objectives

  • Learn how to use the tools available to prepare and file accurate tax returns
  • Gain knowledge on your tax software
  • Understand how the tax return should support the taxpayer interview discussion on…
    • Dependents
    • Income
    • Expenses
    • Deductions
    • Credits
    • Payments
    • All source documents (Forms W-2, 1099, etc.)
    • Form 13614-C completion


Where can I buy the tax software?

You can visit our website at lmstaxsoftware.com. Or you can call one of our sales representatives for more information at (281) 977-3700.
As a first year tax preparer, you will need to take our 5-day training session:
  • Basic Tax Preparation
  • Advanced Tax Preparation
  • Introduction to to Ethics and Professional Tax Return Preparation

These courses will enable you to prepare complex individual Form 1040 and small business corporation Form 1120 & 1120s and partnership Form 1065 tax returns. No prior accounting experience or knowledge is needed, and basic computer and math skills are the only facilities you will need to become a tax preparer.
  • Basic Tax Preparation
  • Advanced Tax Preparation
  • Introduction to to Ethics and Professional Tax Return Preparation
If you visit our tax software site, you will find all the information you need on the kind of software we sell. Currently, we sale the following programs:
  • TaxSlayer: For those new to the industry, TaxSlayer is a simple to use tax software that provides a clean, easy-to-navigate interface. As a Windows/DOS format software, this program is equipped with a question and answer format to help you through your tax preparation process.
  • Crosslink: This software is best for those that have two years of experience and have multiple business locations. Crosslink offers a variety of options like customizable reports and a management dashboard with easy-to-use forms.
  • Drake: , Drake is a tax software solution designed for quick data entry and return processing. This program is perfect for those with two years of experience. If you find yourself filing an abundant of corporate returns, then this software is for you!