Tax Prep

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  #1  
Unread 01-11-2022, 12:58 PM
Investment Painting Contractors Investment Painting Contractors is offline
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Default Tax Prep

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
  #2  
Unread 01-11-2022, 01:56 PM
CoachKandSportsguy CoachKandSportsguy is offline
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how difficult? You have an LLC or a C corp? you have software which can summarized your income and expenses? Do you have inventory?

I know that your tax opinion vs your expertise might have you believe you need a high priced accountant, but what what do you think makes the return complicated?

just a finance guy who does some taxes
  #3  
Unread 01-11-2022, 02:38 PM
Investment Painting Contractors Investment Painting Contractors is offline
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Im retired for over 14yrs.
  #4  
Unread 01-11-2022, 03:00 PM
Boomer Boomer is offline
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Robert Bloom, CPA, used to advertise on here. Not sure if he still does. He might still be in the area.

We still use our CPA back home, but I know someone who uses Bob and is very happy with him.

I can get tax stuff together myself just fine and I know how to handle the RMD/QCD routine, but when it comes time do the actual forms, I want a CPA’s prep and sign-off.

You might want to try to track down Bob Bloom to see if he is a possibility for what you need.

Boomer
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Last edited by Boomer; 01-11-2022 at 03:06 PM.
  #5  
Unread 01-11-2022, 03:04 PM
Investment Painting Contractors Investment Painting Contractors is offline
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Quote:
Originally Posted by Boomer View Post
Robert Bloom, CPA, used to advertise on here. Not sure if he still does. He might still be in the area.

We still use our CPA back home, but I know someone who uses Bob and is very happy with him.

I can get tax stuff together myself just fine and I know how to handle the RMD/QCD routine, but when it comes time do the actual forms, I want a CPA’s prep and sign-off.

You might want to try to track down Bob Bloom to see if he is a possibility for what you need.

Boomer
Thanks Boomer. We had Chuck in Milwaukee for 30 years.
  #6  
Unread 01-11-2022, 04:59 PM
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Get it done for free at AARP in the Villages. Villagestaxaide.com
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  #7  
Unread 01-11-2022, 05:38 PM
Gpsma Gpsma is offline
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Buy Turbotax.

Most accountants now just enter your data in a tax program and just do a casual review. No more having to figure out what form to use
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  #8  
Unread 01-11-2022, 06:39 PM
CoachKandSportsguy CoachKandSportsguy is offline
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Quote:
Originally Posted by Gpsma View Post
Buy Turbotax.

Most accountants now just enter your data in a tax program and just do a casual review. No more having to figure out what form to use
I second Turbo Tax that as I do LLC and estate filings with turbo tax, as well as personal with turbo tax cloud.

You can import all kinds of financial transactions directly from your account at most major financial brokerages, so all that tedious stuff can be done by trade or in total. .

finance guy with occasional tax prep guy
  #9  
Unread 01-12-2022, 05:49 AM
Jhnidy Jhnidy is offline
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Second on the free tax in the villages. Make appointment now, they do fill up.
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Unread 01-12-2022, 07:00 AM
Eg_cruz Eg_cruz is offline
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AARP will not do complicated taxes……call and ask, they will not do if you have K1s.
There is a CPA firm on Wedgewood Lane (down by the Buffalo Daycare) in the Lynn Building. Sorry I can’t recall name.
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  #11  
Unread 01-12-2022, 07:00 AM
kannon kannon is offline
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Quote:
Originally Posted by eremite06 View Post
Get it done for free at AARP in the Villages. Villagestaxaide.com
I would second the recommendation of using TaxAide. I have been a TaxAide counselor for 7 years - good training, good people. Just google Florida TaxAide.
  #12  
Unread 01-12-2022, 07:32 AM
TStVillages TStVillages is offline
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Gwynne Lewis, CPA, LLC
P.O. Box 2470
Belleview, FL 34421
352.877.4186 phone
  #13  
Unread 01-12-2022, 07:33 AM
rsmurano rsmurano is offline
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I’ve used TurboTax for over 20 years. They have different versions for your needs: simple, investments, and if you have a small company. I get the premier version that does investments. In TurboTax, it asks you for your investment broker company, logs you in and captures all the relevant info needed, no need to look at all your 1099 statements. This version also does rentals I think. I just bought my 2021 version for $55 on sale
  #14  
Unread 01-12-2022, 07:34 AM
mkjelenbaas mkjelenbaas 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
What did you come up with when you did a GOOGLE?
  #15  
Unread 01-12-2022, 07:38 AM
bjd0105 bjd0105 is offline
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William O'brien cpa in lady lake 352-750-6168. He is a customer of mine and helps me with my taxes. Great guy and tells it to you straight.
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