Tax Prep

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  #46  
Old 01-13-2022, 07:40 AM
bruce213 bruce213 is offline
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Another vote for Bob Bloom 425-941-5224.
  #47  
Old 01-13-2022, 08:07 AM
biker59 biker59 is offline
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You need good tax advice. Don't underestimate H&R Block, they do a lot of complex returns.
  #48  
Old 01-13-2022, 09:00 AM
Proveone Proveone is offline
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Quote:
Originally Posted by Investment Painting Contractors View Post
Our Accoutant of over 30 years is hanging up his shingle. Mary and I need someone to help file our Yearly Taxes. A little more complicated than H & R Block. Any help will be appreciated. Thanks in advance. Len
AARP does taxes at no cost to you. Go online, find the nearest site and make an appointment.
  #49  
Old 01-13-2022, 09:07 AM
OhioBuckeye OhioBuckeye is offline
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Quote:
Originally Posted by Investment Painting Contractors View Post
Our Accoutant of over 30 years is hanging up his shingle. Mary and I need someone to help file our Yearly Taxes. A little more complicated than H & R Block. Any help will be appreciated. Thanks in advance. Len
Doesn’t AARP’s do it anymore? They always did them for FREE & they did a great job for us!
  #50  
Old 01-13-2022, 02:11 PM
Carla B Carla B is online now
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Originally Posted by OhioBuckeye View Post
Doesn’t AARP’s do it anymore? They always did them for FREE & they did a great job for us!
Yes, they do, but as pointed out above, they don't do returns that are complicated.
  #51  
Old 01-13-2022, 07:45 PM
Doglover9409 Doglover9409 is offline
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Quote:
Originally Posted by Investment Painting Contractors View Post
Our Accoutant of over 30 years is hanging up his shingle. Mary and I need someone to help file our Yearly Taxes. A little more complicated than H & R Block. Any help will be appreciated. Thanks in advance. Len
Highly recommend Ellen Cronin, CPA, 352-350-1951. She’s excellent
  #52  
Old 01-13-2022, 07:57 PM
Babubhat Babubhat is offline
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You should review last years return. If nothing has changed you should be able to replicate in tax software.
  #53  
Old 01-14-2022, 09:35 AM
OhioBuckeye OhioBuckeye is offline
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Originally Posted by Carla B View Post
Yes, they do, but as pointed out above, they don't do returns that are complicated.
Really, when they did ours, every yr. they seem like they would have to get help in doing ours. Thanks for pointing that out.
  #54  
Old 02-01-2022, 12:06 PM
rpensabene rpensabene is offline
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Default tax preparation

Need to find someone to do tax preparation.
We have rental properties, have a 1031 like property exchange,
insurance business and a retired tax professional business.

Any recommendations would be greatly appreciated.

Thanks.
  #55  
Old 02-01-2022, 12:12 PM
rpensabene rpensabene is offline
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Default Turbo Tax

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Originally Posted by Packer Fan View Post
I totally agree. I have Rental property, investments, a side gig, and a regular job. Not sure you can get much more comlicated that that if you are not running your own business. I use Turbotax and it works flawlessly. My wife used to use an outside firm to do her taxes and it was more work than us actually doing our taxes using TurboTax.
The program walks you through everything. I highly recommend it. It is WAY cheaper too.
Ed

Which Turbo Tax software package did you use? We also have rental properties and have a 1031 like property exchange. Would appreciate your feedback.
Thanks
  #56  
Old 02-01-2022, 01:36 PM
Babubhat Babubhat is offline
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TurboTax offers a package with live help or an expert to do it. Much depends upon complexity of the return and what you are willing to pay

TurboTax(R) Official Site: File Taxes Online, Tax Filing Made Easy

Get expert advice as you do your taxes with a final review
All tax advice, answers, and reviews are guaranteed.
  #57  
Old 02-01-2022, 02:49 PM
Michael G. Michael G. is offline
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Wife and I still have most of our retirement investments up north using their tax service.
It works find but they're not cheap and I still send registered mail all the material which I copy before sending which is costly.

Getting all our Reg, IRA transferred to a Roth, so until that's completed, out tax return should be simpler.
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