Talk of The Villages Florida - View Single Post - Just Paid My Taxes
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Old 04-18-2025, 12:21 PM
CoachKandSportsguy CoachKandSportsguy is online now
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Quote:
Originally Posted by Haggar View Post
Yes- you can do yourself for free.
You might be missing something. The code is 30,000 pages long - plus the rulings, procedures, letters, interpretations, etc .

BUT - I talked to a client who has done it himself for many years. He gave $40,000 to charity and wasn't aware of QCDs. His IRA distributions exceeded $100,000 a year. Nothing in the tax software alerted him it existed,

Some schedule C businesses should be LLC's taxed as S corps. Your tax software wouldn't tell you that.

If you are well read - keep up not only with tax law changes - but read articles from financial institutions and publications - you may be aware of all the "loopholes".

Continue doing your returns yourself but do yourself a favor every few years. Pay a Doctor in Accounting - also known as a tax professional - to go over your returns. It may be worth it!
So glad he is a regular on TOTV. . he makes such good tax sense.. .
Remember, tax strategy is about minimizing taxes. . tax strategy is not about how to make money, though there are times when how you structure legal entities when making money is tax strategy.

good luck to all. .