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Where to go for tax advice?
My husband and I probably don't need help filling out our taxes, but we do need someone competent in tax law that we can ask some questions of. Where do we go for something like that? I imagine H&R Block mostly does tax prep, which isn't really what we need. We don't run a company or anything, but we have a few tricky questions we need answers to.
We live in north Austin, so that location is most convenient, but we'll drive if we need to
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Re: Where to go for tax advice?
We went to an H&R Block office by our house for some weird tax stuff we had in 2008 (1st home exemptions, 401k ->IRA->cash out->cash back in). I kind of got the feeling the guy we were talking to didn't know his behind from a hole in the ground but I went ahead with it and paid the little extra for their special "guarantee" program. It just needed to get done. We got a letter from the IRS and went back to that office, different guy, again, wasn't impressed but we re-submitted and the IRS STILL didn't like it. This was an almost 2 year process!
Long story short, we came :::this::: close to getting full on audited but the H&R guy at their main north office was able to figure out where the return went wrong (3 times) and worked tirelessly with us and the IRS to get it all fixed. Then worked with corporate to get our money back. The guarantee saved us over $3,000. While we were getitng all the 2008 taxes fixed, he filed our 2009 and 2010 taxes for us and we will be going back to him this year! We would have spent thousands in other legal fees if we didn't already have someone working for us.
You can email me for his contact info, stacy at nicemonkeys dot com
To me, it's worth the money to know you have someone in your corner. I know all you want is answers but in our case, for 2009/2010, our numbers were WAY off from what they had, even using their online tax prep software. There's just so many tiny things they know about that we don't. I won't ever do my own taxes ever again. If were weren't already in hot water with the IRS, I'd probably go back and redo the last 7 years because I know I screwed myself out of a lot of money. Our "guy" talked me back into doing flex spending by showing me how much money we could have saved in 2010 if we'd used our daycare/health accounts. Nothing like seeing $3,800 on paper to make you realize it probably IS worth the trouble of keeping reciepts and such!!