[retiredguy123]

Originally Posted by Spike27502

Why be concerned about State in a state that does not have a State tax?
I’ve volunteered for AARP tax aide up here in North Carolina for 8 years and we do NC tax returns

If you moved to Florida in 2019, you may need to do a part year state return for the state that you moved from.

[OhioBuckeye]

Originally Posted by tewaller

Can anyone suggest a good tax preparer? We recently moved here and our tax guy is in Texas makes it a bit cumbersome

Thank you
Thom of Calumet Grove

TEWALLER, , LOL, we just moved from TV to Texas so we could be closer to family. Have AARP's do it, they do taxes at most of the Regional Rec, centers. It's FREE & they do a great job! You'll love TV's. I really miss TV. Trying to find an AARP's tax person here, but having a rough time finding one, we emailed AARP's corporate office & they are worthless about giving information! Still looking!

[PugMom]

Originally Posted by tewaller

Can anyone suggest a good tax preparer? We recently moved here and our tax guy is in Texas makes it a bit cumbersome

Thank you
Thom of Calumet Grove

we used H&R Block, no matter where we lived.

[gatorbill1]

All acountants who do your taxes use the same programs you can buy cheap or get online for free. Not brain surgery. They will walk you through by just asking you same questions a tax preparer will ask you.

[Dennis George]

Some of the stuff gets complicated - if involved with limited partnership (K-1), oil and mineral lease income with taxes and fees, etc.

[Tom D.]

I have used H&R Block Tax Software for years. Super easy - they guide you through the whole return and e-filing is included free for up to 5 returns.

[JIMLUPO77]

As a retired cpa, i strongly suggest , if you were happy with his/ her work, keep your texas prepared.

Knowing a clients tax history is a valuable asset.

Between electronic filing and the us mail there should be no issues.

No florida income tax.

[JIMLUPO77]

H&r block are not professional accountants !!!!!!!!!!!!!!!!!!!!!!!!!!! Part time employees with little traiing !!!!!!!!!!!!!!

I know...…. I was one.

[Silver Streak]

My CPA is retiring soon so I'm looking for someone relatively local as well. Preferably someone who understands at least a bit about an author's small business, along with investments and other more complicated stuff. Referrals are great to have for this sort of thing!

[jane032657]

As someone who lives with a CPA and works full time with him, I can tell you that there is a big difference in getting a free service, doing it yourself, or having someone that will do strategic tax planning with you. Some people do not need planning as they do not have a lot to manage. However, I listen to my husband speak to people who have made some decisions without consultation and they owe a lot of extra money because of their actions. If you have someone you have worked with for years even if they are out of state and you are happy with them, stay with them. That history together and relationship is so valueable. If you have a move, are looking at taking money out of retirement, or making other major decisions, get tax advice. I am not advertising, we are full for this tax season. I am just saying sometimes not getting advice can be detrimental if you are a person who has some amount of personal wealth and is going to make decisions that will hurt you financially. Free tax preparation is good for many people but a CPA will discuss things with you that you may never have thought about.

[dewilson58]

Not all tax experts are CPA's and Not all CPA's are tax experts.

[gatorbill1]

Originally Posted by Dennis George

Some of the stuff gets complicated - if involved with limited partnership (K-1), oil and mineral lease income with taxes and fees, etc.

You live in TV??????

[TandHSTAR@AOL.com]

AARP will not do out of state tax returns. Send your first return back to Texas Accountant, after that you can use AARP as long as you no longer have to file Texas return.

[OhioBuckeye]

Originally Posted by TandHSTAR@AOL.com

AARP will not do out of state tax returns. Send your first return back to Texas Accountant, after that you can use AARP as long as you no longer have to file Texas return.

You know you’re probably right. Because when we moved to Florida from Ohio we had to have our tax person in Ohio do there part. Not sure about being Texas now since April. Guess we’ll find out soon enough.

[davem4616]

Our tax return isn't straight forward. I still send all my tax stuff up to an Enrolled Agent in Massachusetts that's been doing my taxes for decades ($10 overnight) and then we talk on the phone. An Enrolled Agent is registered with the IRS....whenever the IRS has questions, or if I where ever to get audited the IRS will talk to me THROUGH my Enrolled Agent. If you use a Tax Attorney, a CPA, AARP or anyone else to do you taxes it's highly likely that you (the tax payer) will have to speak directly to the IRS. I've seen my EA in action talking to the IRS, if it had been me I could have dug myself into a hole by sharing what I didn't need to share