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Off The Water
Watering Hole
Tax Prep Questions
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<blockquote data-quote="DocWatson" data-source="post: 269282" data-attributes="member: 112"><p>I use a local tax preparer. He's not a CPA, but in the 5 years I've been using him, he's found things the CPA I used before him never saw. </p><p></p><p>The degree doesn't matter as much as the person's knowledge and how well they keep on top of tax code changes. I made more money last year than in any of the previous 5 years (pulling investments to pay for my son's college) and this guy got me almost $900 back because he timed the withdrawls with investment and other deductions to zero out and it worked out better than he planned because of the lousy economy. In "normal years" for me he's been able to work with me to zero out my return every year I've been with him. A good tax guy is worth his weight in gold. Literally !!!</p></blockquote><p></p>
[QUOTE="DocWatson, post: 269282, member: 112"] I use a local tax preparer. He's not a CPA, but in the 5 years I've been using him, he's found things the CPA I used before him never saw. The degree doesn't matter as much as the person's knowledge and how well they keep on top of tax code changes. I made more money last year than in any of the previous 5 years (pulling investments to pay for my son's college) and this guy got me almost $900 back because he timed the withdrawls with investment and other deductions to zero out and it worked out better than he planned because of the lousy economy. In "normal years" for me he's been able to work with me to zero out my return every year I've been with him. A good tax guy is worth his weight in gold. Literally !!! [/QUOTE]
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