In Advance of 2022 Taxes Due...
 

I am looking for a Professional Tax Preparation Service as new Florida residents.

Turbotax

TurboTax for the past 10+ years and no problems.

New resident meaning you have to file a state tax return in your old state? If yes then I would use who ever you used last year. The Fl person may have little or no experience with your old state. There is no Fl state return.
You can get free return software links from the IRS site. Do the Federal yourself and see how it compares to your paid return. Then think about doing it yourself in the future.

If not complex use TurboTax. Next year get quicken. Code transactions during year an transfer in TurboTax at year end. Simple

TurboTax will include a state tax return and file it for you. It will probably be a partial state return for your former state. No big deal.

Who was it that said only the little people pay taxes? No Googleing. Hint: It was a woman and she was known for being mean.

It's not a Villagers wife either!!!!!

:wave: Did she own a hotel?

Many of them! B/4 she croaked!:a20:

Robert Bloom CPA. 425-941-5224

He not only does our taxes but he runs the numbers for when we start to draw on our retirement, how much of our IRA to convert to a ROTH, etc..

Taxes from your previous state should be filed with the person you have used in the past. We go to FedEx, and send them out, no issues. Our CPA also can do our Florida taxes, so will continue to use until I find someone locally.

One can file on line or use turbo tax, but a seasoned tax preparer, isn’t that expensive. Our taxes aren’t basic, so CPA is worth the money.

We use HR Block, they can handle the previous state tax as well as the current state tax and federal returns, several local offices, and year round help if necessary.

Preparers will give you an organizer and input the information into their software. Current tax software walks you through the interview process and is very good. Depends on the level of hand holding you prefer. Note audit defense is not included. TurboTax will provide for a modest cost.

An option is the Villages free tax service provided by volunteers. Sign up Jan 2 , 8am

https://villagestaxaide.com/

https://villagestaxaide.com/wp-conte..._Spa-FINAL.pdf

Buy TurboTax at Staples, Office Depot or Amazon. I’ve used it for years. Very comprehensive, easy to use answering step-by-step questions and online filing.

Tax Slayer
 

An online option I have used in the past years is Tax Slayer, and have been quite satisfied.

H&R Block. Many locations in TV. Very honest company with up-to-date software. Some of the do-it-yourself companies had major problems last year due to outdated regulations in their software programs.

Try Turbo Tax. Been using for years. Excellent. Accurate complete and saves money

Turbo Tax

next year, use AARP tax prep....free to us. But, they only do Florida federal taxes, no out of state returns. Sign ups begin Jan 2 for 2022 returns

Use someone from your old state
 

This is exactly what we did last year to get the refund from our old state.

Filing a part year tax return for your previous state, labeling it as the "Final Return", and including your Florida address, legally informs the state that you are no longer a resident. Although, they may still bug you to pay more taxes.

TurboTax can prepare a part year tax return for any state.

Robert L Barber, CPA is a Villages resident and tax professional for 50 years. He can do any state as well as federal forms and will assist you in tax planning for the coming year. He can be reached at (540) 529-1014.

tax
 

AARP taxaide at colony

Taxtown in Cape Coral we still use them after moving here. You send your tax info by priority mail with the envelope they provide, then he sends your return back to you. After you send a check for the service, he electronically files your Federal and State return.
It’s pretty easy, then you can do TurboTax the next year, or just use Taxtown.
239 574 7000. Joe Madia

I wouldn't want to live in that town.

I recommend Village Tax and Accounting Solutions located at 918 Rolling Acres Road, suite 5 Lady Lake FL 32159 Phone: 352-259-7058 They are located near Home Depot.

They complete state tax returns. I have used them since moving here three years ago. I file a New York State tax return.

The problem with using your prior preparer in another state is mailing the documents. If the package is lost, your financial information is at risk.

Lorette Belgraier, CPA with an office on Teague Trail 352-430-2661. Qualified and professional.

Scan them to a PDF file and send an email. Very easy.

Jeez. Encrypted email, copies. or fax machine. Geography hasn’t been relevant for decades

ellen cronin 352-350-1951
mention christine sigel

Ellen Croin the best

Ellen Cronin...see her credentials especially to practice before the IRS. She is organized, professional and timely and like the way she puts the whole tax return documents for me.
She is more expensive though than your normal H&R Block type tax return providers.

Ellen Cronin, EA MST CSA
Enrolled to practice before the IRS
Master of Science in Taxation
Certified Senior Advisor (CSA)®
NTPI Fellow

Phone: (352) 350-1951
Fax: (352) 561-2116
E-mail: ellencroninllc@gmail.com

If you don’t have a complicated return it’s overkill and unnecessarily costly. I have all those credentials and more.

Tax software is comprehensive and sold for different levels of complexity. It’s rules based. Your preparer is going to enter the information into software. Why not try yourself? Many returns will be similar to the prior return but for the numbers. TurboTax will generate a two year comparison. Reconcile the two years. Been using it since the 90s with no issue

People need to stop fearing the IRS. Amended returns exist for any issues. It is not a big deal

Leona Helmsley!