Talk of The Villages Florida

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-   The Villages, Florida, New Members Forum (https://www.talkofthevillages.com/forums/villages-florida-new-members-forum-115/)
-   -   In Advance of 2022 Taxes Due... (https://www.talkofthevillages.com/forums/villages-florida-new-members-forum-115/advance-2022-taxes-due-337797/)

kitnhead 12-31-2022 06:37 AM

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 Some of the do-it-yourself companies had major problems last year due to outdated regulations in their software programs.

Bobendres 12-31-2022 06:38 AM

Quote:

Originally Posted by tjhardin4@gmail.com (Post 2171308)
I am looking for a Professional Tax Preparation Service as new Florida residents.

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

Bobendres 12-31-2022 06:39 AM

Turbo Tax

bowlingal 12-31-2022 07:22 AM

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

ndf888 12-31-2022 07:37 AM

Use someone from your old state
 
Quote:

Originally Posted by rjm1cc (Post 2171360)
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.

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

retiredguy123 12-31-2022 07:56 AM

Quote:

Originally Posted by ndf888 (Post 2171556)
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.

dsnrbec 12-31-2022 08:02 AM

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.

MidWestIA 12-31-2022 08:10 AM

tax
 
AARP taxaide at colony

tombpot 12-31-2022 08:15 AM

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

retiredguy123 12-31-2022 08:28 AM

Quote:

Originally Posted by tombpot (Post 2171575)
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.

virtue51 12-31-2022 09:38 AM

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.

Brooklynite 12-31-2022 09:38 AM

Quote:

Originally Posted by tjhardin4@gmail.com (Post 2171308)
I am looking for a Professional Tax Preparation Service as new Florida residents.

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

retiredguy123 12-31-2022 09:53 AM

Quote:

Originally Posted by virtue51 (Post 2171620)
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.

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

Babubhat 12-31-2022 02:52 PM

Quote:

Originally Posted by virtue51 (Post 2171620)
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.


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

chrissy2231 01-01-2023 12:42 PM

Quote:

Originally Posted by tjhardin4@gmail.com (Post 2171308)
I am looking for a Professional Tax Preparation Service as new Florida residents.

ellen cronin 352-350-1951
mention christine sigel


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