Reliable tax person/accountant

NewYorkerinAZ

Hey girls,

It's been a while as I've been busy with the house, traveling for Xmas, and work since I got back. BLAH!

I was wondering if anyone could recommend someone to do our taxes? I could do them myself, I know, but with this being our first one with the house and all the itemizing, I'd rather pay someone who KNOWS what they are doing and will get us the best return.

I'd appreciate it. Thanks!

NesJas

Yay, when did you guys move into the house? I just use H & R block for when we do our taxes. They've been good so far

JenniferBultman

I used a firm in Surprise (probably no help to you). But honestly the last two years I've used turbo tax and it walks through itemizing. You can also call if you have an iffy scenario. It's completely your call- but honestly itemizing isn't hard at all it's just making sure you have proof of everything you're claiming (medical receipts, interest statements) and knowing what counts and doesn't count (turbo tax and H&R block software walks you through this). Good luck in finding a good firm!

NewYorkerinAZ

NesJas:

Yay, when did you guys move into the house? I just use H & R block for when we do our taxes. They've been good so far

Thanks! We moved in the weekend before Thanksgiving and let me tell you, IT was stressful since we had my IL's and my Dad coming in for T-Day!

We're still getting things put away. Since we live there now, it's harder to get things done! haha But now that we know the sex of the baby, we're starting the room this weekend and hopefully hanging some more things too.

Mrs*U

I'll send you a FB message with our guy's info. He's really good and we've used him for several years.

NesJas

NewYorkerinAZ:

NesJas:

Yay, when did you guys move into the house? I just use H & R block for when we do our taxes. They've been good so far

Thanks! We moved in the weekend before Thanksgiving and let me tell you, IT was stressful since we had my IL's and my Dad coming in for T-Day!

We're still getting things put away. Since we live there now, it's harder to get things done! haha But now that we know the sex of the baby, we're starting the room this weekend and hopefully hanging some more things too.

Wow, that must have been stressful. Aww yay for his room.

jayefay

IMO unless you have other deductions that lead you to itemizing (medical, donations etc), or you itemized last year, you probably won't end up having to itemize based on your mortgage interest.  

I know for us, since our mortgage is relatively small, we don't even come anywhere close to having enough interest paid on our mortgage to justify itemizing.  So, since you guys haven't had your house all year, it's possible your taxes will be just like they were last year.

That being said, we use TaxAct because it's free and barely takes any time to go through the interview questions.  Unless we had complicated taxes (and I wasn't an accountant) I wouldn't pay someone to do them because the free/cheap softwares will do just as good of a job.