[Hunwegian]

Looking for tax return preparer - anybody?

[retiredguy123]

Villages Tax-Aide: Free tax assistance for those who need it most

Or, have you tried using TurboTax? It is very easy to use their step-by-step process.

[dewilson58]

Agree................Do Turbo Tax.

Also, Tax Hawk..........which is usually free for Federal and they charge for State, but it's Florida.

[Michael G.]

How can you people recommend a tax service without knowing
the individual tax service requirements??

[Keefelane66]

Turbo tax works for us not much to itemize with no mortgage, medical expenses.

[retiredguy123]

Originally Posted by Michael G.

How can you people recommend a tax service without knowing
the individual tax service requirements??

Because TurboTax is designed to handle just about any tax situation that anyone might have.

[asianthree]

Originally Posted by retiredguy123

Because TurboTax is designed to handle just about any tax situation that anyone might have.

Turbo Tax works for
Buy house, sell house, capital gain.. vaca write off, rentals, and a small business cause it’s a pain to FedEx our taxes to our CPA. (Sheldon Sign)

[BrianL99]

Originally Posted by asianthree

Turbo Tax works for
Buy house, sell house, capital gain.. vaca write off, rentals, and a small business cause it’s a pain to FedEx our taxes to our CPA. (Sheldon Sign)

Most every CPA I know, uses TurboTax.

It's a program to fill out forms & a calculator, not a tax advisor or CPA.

[retiredguy123]

Originally Posted by BrianL99

Most every CPA I know, uses TurboTax.

It's a program to fill out forms & a calculator, not a tax advisor or CPA.

Actually TurboTax does more than that. It asks you simple questions, and then selects the needed forms from over 800 IRS forms, fills them out, and prepares a complete tax return. And, I believe that the TurboTax database has more complete and accurate tax knowledge than most tax advisors and CPAs.

[CoachKandSportsguy]

Originally Posted by retiredguy123

Actually TurboTax does more than that. It asks you simple questions, and then selects the needed forms from over 800 IRS forms, fills them out, and prepares a complete tax return. And, I believe that the TurboTax database has more complete and accurate tax knowledge than most tax advisors and CPAs.

I have found several errors / buttons to click not working, its not perfect.
I had a Turbo tax guy on the phone for 90 minutes trying to get it to work properly.
Finally we agreed to do it a certain way, although that way didn't seem to follow the stated steps and numbers.

Also, it doesn't handle several to many K1s very well from public market investment type trusts.

but unless you have a business, TT should do everything needed for most tax returns.
The interface is a bit clunky in my opinion, way to many repeat questions to answer to make a change when you enter something wrong.

[OrangeBlossomBaby]

I use the free tax software available through a link on the IRS website. No need to pay for TurboTax software when you can get your returns done 100% free.

[shaw8700@outlook.com]

I have been using Turbo Tax since they came out. Back then I had my own company with lots of receipts and deductions and it worked great. Now with fewer sources of income, and zero deductions and it still works great. I used to require that my husband give me something for doing them but now it’s too easy.

[Blackbird45]

I'm not going to recommend or discourage an online tax program or a CPA.
What I am going to tell you is I've been with the same firm for 50 years.
First with the father of the company and after he passed with others within the firm. Once you find someone you believe is actually working for you stick with them.

[asianthree]

Originally Posted by BrianL99

Most every CPA I know, uses TurboTax.

It's a program to fill out forms & a calculator, not a tax advisor or CPA.

I also get the advice on when and where to save or increase profits on property, when to pay down mortgages, or invest instead. Takes care of state and local city taxes and quarterly.

Plus she is a retired at 50 tax attorney who got bored. to keep her mind sharp does taxes and financial advice for some clients.

[bowlingal]

AARP tax services is the way to go. Do not need to be a member. Set up an appointment online, several locations. and it's FREE. Appointments started on Jan 2, so how many are left?