Post # 1
As DH and I prepare to file our first set of taxes as a married couple, we are faced with a dilemma! In the past we have used both Turbo Tax and H & R Block for separate years. However, I’m not really sure that I feel strongly about either service being better in terms of our tax returns. My gut says that I probably got a better return from H & R Block, but I also recall their customer service leaving a LOT to be desired (in my opinion) and it taking a long time to get my return back. I also remember H & R Block being much more expensive than online software.
We are not sure who we should go with this year! So I am looking for your advice! We are hoping to use a service that is reliable and convenient. Who have you used? What strengths and weaknesses have you noticed? Is the extra cost of going to a private tax accountant worth it for your average married couple? Thanks for your help!
P.S. In case some background info. would impact your recommendations, DH and I:
- Are both employed full time.
- Do not have any children living with us.
- Do have a mortgage.
- Are currently paying back my school loans.
- Have made charitable contributions this year.
Post # 3
I use a private accountant. But, we also have children, and that makes the taxes a little more difficult.
Post # 4
My DH did our taxes, either Turbo Tax or Tax Cut program. Personally I would never go back to H&R Block they charge you so much for doing your taxes you get ripped off. I used them once and would never again.
Post # 5
I use H&R Block but to be fair, it’s because my grandmother works for them. She does my taxes every year =)
Post # 6
I used Turbo Tax, but there didn’t seem to be as many refund options as I know are out there (For example- I know a friend gets deductions for driving so many miles with a community service work, but I couldn;t find that option).
I however didn’t really have any deductions so it worked well for me. I had to pay $27 or something like that to file my state with them, but other than that I enjoyed the free route.
I did learn that if you have them take that money directly out of your refund it costs an extra $29, which I wasn’t happy about, but fortunately I caught it just in time and was able to go back and change it to say I would pay the $27 for filing state taxes separately
Post # 7
@LeavinOnAJetPlane: Thanks for the advice! It is so hard to know which route will give you the best return. I agree that in my experience Turbo Tax has not offered all of the same refunds…. but it’s hard to make a real comparison.
Post # 8
I used TurboTax last year but then a friend told me she got a bigger refund with TaxAct. I haven’t compared them yet, but I think TaxAct is a little cheaper.
Post # 9
I do my own taxes…with a pencil and my father on speed dial. My mom’s a sort of accountant, my father used to be a state auditor, my FI finished 2/3s of an accounting degree before changing to general business, his aunt has her CPA, one of FI’s friends is getting his CPA. I know enough people to call for help that I do them on my own. I’m also fairly simple to do I just graduated so I get the student tuition credit, and my student job and current job are with the same company so all my info is on the same W2. I should be getting a nice refund this year.
My FI is a bit more complicated because he moved states in the middle of the year and switched jobs, so his are being done by his family’s accountant.
Post # 10
i have used taxslayer for the past 7 years, they always seem to get me more money than turbo tax (i still input it to see who will give me more) and its cheaper to file with taxslayer.
Post # 11
@CarpefnDiem: I have also used TaxSlayer, this will be my third year using them!
Post # 13
I go to a private accountant and would never EVER go back to doing it myself or another company. She has literally doubled my parents return from previous years. She knows all the most up to date changes in taxes, she knows me and my lifestyle (so she knows what I qualify for). Best route, hands down.
Post # 14
@OnceUponATime: I was wondering if it wouldn’t be better to just go private! Do you mind if I ask how much it costs you to go with a private accountant?
Post # 15
So many choices! I really appreciate all of the advice. Thanks bees!
Post # 16
I am a tax accountant. If those are your only items – use Turbo Tax. It should be easy enough – its asks you soooo many questions and will walk you right through it!!!