(Closed) Tax season is here. What service do you use?

posted 7 years ago in Money
  • poll: What service do you use to calculate and file your taxes?
    Turbo Tax : (59 votes)
    52 %
    H & R Block : (15 votes)
    13 %
    Jackson Hewitt : (0 votes)
    Private Tax Accountant : (19 votes)
    17 %
    Other (Please comment below!) : (21 votes)
    18 %
  • Post # 32
    Member
    327 posts
    Helper bee
    • Wedding: August 2013

    As a licensed tax professional, I will admit that nearly every return I have reviewed as prepared at Block had at least one error.  Just an FYI. 

    A friend took his info to them and was denied the education credit due to his high income.  He later spoke to me, and I figured out that he was partially eligible for an above-the-line Tuition and Fees deduction.  Five minutes with me saved him $600.  Needless to say, he is now my client.

    Post # 34
    Member
    3771 posts
    Honey bee
    • Wedding: October 2012

    We initially used H&R block.. but the forms weren’t working well with us (jointly for the first time, two different states, and a few other random things) I tried to get answers from them… and they were no help. We got it all filled out, but the number didn’t seem quite right. So I decided to run it through turbo tax… and we’ll just say it took 1/2 the time to go through the forms, it was SO much easier to use, and it went through CORRECTLY. 

    Post # 35
    Member
    1275 posts
    Bumble bee
    • Wedding: August 2011

    How do you find a private tax accountant other than just a google search? 

    Post # 36
    Member
    191 posts
    Blushing bee
    • Wedding: October 2012

    I use TaxAct – have been very pleased with their service. 

    Post # 37
    Member
    4272 posts
    Honey bee
    • Wedding: April 2012

    Before I was married, I always filed through Turbo Tax.

    This year, we filed jointly through a private accountant that has been doing the husband’s taxes for years.

    Post # 38
    Member
    899 posts
    Busy bee
    • Wedding: November 2011

    We used TaxAct this year, just because is does your federal file for free (you have to pay to use TaxAct on state taxes) no matter what your income is, and we make too much to do free file with anyone else.

    Having said that….TaxAct was adequate, and gave us an accurate return, but their online program is super clunky and annoying.

    My husband’s dad does people’s taxes every year (as a seasonal employee) and he usually does DH’s taxes, but I’m used to doing my own taxes.  So this year, Darling Husband and I did them, his dad did them, and we compared.  Our refund was within $40 of the same amount and we get a pretty huge refund this year–and the only reason it was different is because Father-In-Law remembered a charitable donation we’d done (related to our wedding) that Darling Husband and I forgot.

    We have pretty complicated taxes, since I own a house that I collect rental income on, I have student loans, I’m an educator, I have charitable donations, and I was a partial resident this year in a state that has state taxes, and one that does not have state taxes.  We have 5 w2’s between the 2 of us, and we also have to claim the income from DH’s investments, retirement accounts, our savings and MM acounts, etc.  And THEN we have to figure in the fact that Darling Husband works in one state (that takes state tax) and lives in another state (that takes state tax), but was a partial resident in each state this year.  And we got to deduct our relocation expenses and some professional development expenses.

    So honestly, it could hardly be more complicated.  Except next year, it will be because most of that will be the same, except we’ll also be employing a nanny and we’ll own a second house.  (sigh).

    Even so, it took us only 2-3 hours from start to finish, once we’d gathered all of our statements.  

    Totally worth it to do it on your own, and not pay someone to do it.  A monkey could follow the questions they ask on the programs like TurboTax or TaxAct.  =)  

    It helps that Darling Husband and I are both motivated to save as much money as possible, so as soon as we hear about a possible tax deduction, we look into it (like for energy efficient window installation, or for tax-sheltered commuting expensese, etc.).

    Post # 39
    Member
    4675 posts
    Honey bee
    • Wedding: August 2012

    I used m parent’s accountant for a few years, but felt that it wasn’t worth what I was getting back.  The past few years I’ve just used TurboTax (this year being the first year I’ve filled as Married-jointly filling).  It wasn’t too hard or complicated.  Next year I’m not sure though, my husband just moved around an old 401K.  I’m not sure I want to touch that.  

    Post # 40
    Member
    8919 posts
    Buzzing Beekeeper

    I’ve used H&R Block online for several years, but this year during the final wrap-up it kept telling me there was an error but would not show me where or how to fix the error. I went to Turbo Tax instead and not only was it super easy, but it prompted me about some items that H&R block didn’t, which got me a bigger refund. I’ll probably use Turbo Tax again next year.

    Post # 41
    Member
    2948 posts
    Sugar bee
    • Wedding: February 1998

    We decided to use a private accountant about 5 years ago and have never looked back.

    They have helped us with investments and how to maximise our benefits. It seems a lot more personal and our returns have been so much better.  

    Post # 42
    Member
    223 posts
    Helper bee
    • Wedding: September 2013

    Well….my parents still file my taxes for me lol So they are done through a private accountant. Starting next year I will most likely just get them done where FH has his done, which is through a local company called Tax Solutions.

    Post # 43
    Member
    5118 posts
    Bee Keeper
    • Wedding: November 1999

    I love our private accountant! Having her prep our taxes only costs $40-80, depending on what we have to throw in that year, and she always gets us great returns and walks us through the filings. It’s also great to have a go-to person for tax planning for the upcoming year or to call on the fly when a “which is better in the long-run” type of question comes up. 

    Post # 44
    Member
    601 posts
    Busy bee
    • Wedding: March 2013

    I used to go to hr block but 300+ a year to do my taxes is rediculous so I used turbo tax this year which was super easy and I got my refund in just at a week later so super fast definately recommend them for taxes

    Post # 45
    Member
    13702 posts
    Honey Beekeeper
    • Wedding: November 1999

    I use TurboTax because it’s easy and I have such a simple return.

    Post # 46
    Member
    6117 posts
    Bee Keeper
    • Wedding: August 2012

    We used TaxAct.com because it’s free for everyone.

     

    I used the VITA services on campus one year – a year where things were kind of complicated.  They got they same result I did, so I’m concluding that I’m doing it OK on my own.

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