Tax Preparation

» Site Navigation
Home Page The Villages Maps The Villages Activities The Villages Clubs The Villages Book Healthcare Rentals Real Estate Section Classified Section The Villages Directory Home Improvement Site Guidelines Advertising Info Register Now Video Tutorials Frequently Asked Questions
» Newsletter Signup
» Premium Tower
» Advertisements
» Trending News
» Tower Sponsors




















» Premium Sponsors
» Banner Sponsors
» Advertisements
Closed Thread
Thread Tools
  #16  
Old 03-03-2020, 10:32 AM
retiredguy123 retiredguy123 is offline
Sage
Join Date: Feb 2016
Posts: 6,427
Thanks: 661
Thanked 4,853 Times in 1,793 Posts
Default

Quote:
Originally Posted by Spike27502 View Post
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.
  #17  
Old 03-03-2020, 11:11 AM
OhioBuckeye OhioBuckeye is offline
Gold member
Join Date: Sep 2015
Posts: 1,159
Thanks: 0
Thanked 221 Times in 173 Posts
Default Ohiobuckeye

Quote:
Originally Posted by tewaller View Post
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!
  #18  
Old 03-03-2020, 11:19 AM
PugMom's Avatar
PugMom PugMom is offline
Gold member
Join Date: May 2019
Location: Village of McClure
Posts: 1,055
Thanks: 5,579
Thanked 840 Times in 403 Posts
Default

Quote:
Originally Posted by tewaller View Post
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.
  #19  
Old 03-03-2020, 11:32 AM
gatorbill1 gatorbill1 is offline
Senior Member
Join Date: Aug 2018
Location: Upstate NY, So Fla, Louisiana, So Fla, Santiago and now Bonnybrook
Posts: 367
Thanks: 119
Thanked 477 Times in 136 Posts
Default

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.
  #20  
Old 03-03-2020, 11:51 AM
Dennis George Dennis George is offline
Junior Member
Join Date: Mar 2020
Posts: 1
Thanks: 0
Thanked 0 Times in 0 Posts
Default

Some of the stuff gets complicated - if involved with limited partnership (K-1), oil and mineral lease income with taxes and fees, etc.
  #21  
Old 03-03-2020, 11:52 AM
Tom D. Tom D. is offline
Junior Member
Join Date: Jul 2017
Posts: 1
Thanks: 0
Thanked 0 Times in 0 Posts
Default 2019 tax Return

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.
  #22  
Old 03-03-2020, 12:02 PM
JIMLUPO77 JIMLUPO77 is offline
Junior Member
Join Date: Dec 2010
Posts: 22
Thanks: 0
Thanked 3 Times in 3 Posts
Default

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.
  #23  
Old 03-03-2020, 12:29 PM
JIMLUPO77 JIMLUPO77 is offline
Junior Member
Join Date: Dec 2010
Posts: 22
Thanks: 0
Thanked 3 Times in 3 Posts
Default

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

I know...…. I was one.
  #24  
Old 03-03-2020, 05:38 PM
Silver Streak Silver Streak is offline
Member
Join Date: Jun 2019
Location: Village of McClure
Posts: 40
Thanks: 225
Thanked 37 Times in 18 Posts
Default

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!
  #25  
Old 03-03-2020, 06:09 PM
jane032657's Avatar
jane032657 jane032657 is offline
Gold member
Join Date: Nov 2010
Location: British Columbia, Seattle and Haciendas at Mission Hills
Posts: 1,119
Thanks: 1
Thanked 25 Times in 16 Posts
Default

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.
  #26  
Old 03-03-2020, 06:23 PM
dewilson58's Avatar
dewilson58 dewilson58 is offline
Sage
Join Date: May 2013
Location: South of 466a, if you don't like me.......I live in Orlando.
Posts: 7,726
Thanks: 488
Thanked 4,714 Times in 1,800 Posts
Default

Not all tax experts are CPA's and Not all CPA's are tax experts.
__________________
Mr. Helpful
  #27  
Old 03-04-2020, 08:59 AM
gatorbill1 gatorbill1 is offline
Senior Member
Join Date: Aug 2018
Location: Upstate NY, So Fla, Louisiana, So Fla, Santiago and now Bonnybrook
Posts: 367
Thanks: 119
Thanked 477 Times in 136 Posts
Default

Quote:
Originally Posted by Dennis George View Post
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??????
  #28  
Old 03-04-2020, 09:14 AM
TandHSTAR@AOL.com TandHSTAR@AOL.com is offline
Senior Member
Join Date: Apr 2014
Posts: 200
Thanks: 22
Thanked 145 Times in 80 Posts
Default

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.
  #29  
Old 03-04-2020, 10:46 AM
OhioBuckeye OhioBuckeye is offline
Gold member
Join Date: Sep 2015
Posts: 1,159
Thanks: 0
Thanked 221 Times in 173 Posts
Default Ohiobuckeye

Quote:
Originally Posted by TandHSTAR@AOL.com View Post
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.
  #30  
Old 03-04-2020, 02:49 PM
davem4616 davem4616 is offline
Platinum member
Join Date: Apr 2017
Posts: 1,779
Thanks: 375
Thanked 3,044 Times in 907 Posts
Default

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
Closed Thread

Tags
tax, calumet, thom, cumbersome, bit

Thread Tools

You are viewing a new design of the TOTV site. Click here to revert to the old version.

All times are GMT -5. The time now is 06:26 PM.