Recommend your CPA/tax person

[mrscatfarmer13]

Does anyone want to recommend their tax preparer?

I usually do our taxes through Turbotax, our tax situation is pretty uncomplicated so it's really NBD for me to do them, but this year, I'm just having a hard time finding the time. Not to mention we have to file a KY and OH-NR return (H's employer can EABOD on that one), so I'm pretty annoyed on that front. Feel free to pm me, if you prefer. 

[hbrockman01]

Devault Accounting on Dixie HWY in Erlanger. I have been using them for YEARS!! Very friendly and fast, and fairly priced. Also, I think with referrals you get additional off prep fee.

[becole]

I want to convince my husband to let someone do it for us. Does anyone mind sharing the pricing for the taxes? Is it a percent of your return? A flat fee if you get no return or owe?

[mrscatfarmer13]

Jan 27, 2015 11:37:22 GMT -5 becole said:

I want to convince my husband to let someone do it for us. Does anyone mind sharing the pricing for the taxes? Is it a percent of your return? A flat fee if you get no return or owe?

I've never heard of it being a % of the refund, but obvi my experience is limited here... My friend at work said her guy charges a flat fee and adds to it based on your forms needed, the more forms you need the more it will cost. Ex: this year she paid 135 but last year she paid 185 because she sold her rental home and needed extra forms for that. 

Edit: I called a few places on lunch and it seems like most charge for each form and how long they had to spend on the form.

[mominthemaking14]

I love our tax lady. Her name is Charlotte Johnson , we pay $380 but that's for our personal taxes and my llc.

[phone]

[mominthemaking14]

I did our taxes for years until we sold our home last year. It's worth it to us. Hope this helps.

[mrscatfarmer13]

Jan 27, 2015 12:43:32 GMT -5 mominthemaking14 said:

I love our tax lady. Her name is Charlotte Johnson , we pay $380 but that's for our personal taxes and my llc.

[phone]

That actually sounds like  really good deal for both combined, especially with all the itemizing that you probably have with the llc. 

[mominthemaking14]

Jan 27, 2015 12:48:59 GMT -5 mrscatfarmer13 said:

Jan 27, 2015 12:43:32 GMT -5 mominthemaking14 said:

I love our tax lady. Her name is Charlotte Johnson , we pay $380 but that's for our personal taxes and my llc.

[phone]

That actually sounds like  really good deal for both combined, especially with all the itemizing that you probably have with the llc. 

Yes! She's great takes up to 10 days for completion once you drop your information off. She's in Mason/Maineville area which is far for you since you're in KY. But if you meet her and like her you can send all your stuff electrically.

[becole]

I had no idea of the range. It's worth $100-$200 for the time it takes but if it got much more than that, it wouldn't be worth it. I don't think we have anything unusual except for investment and stock stuff. But DH calcs that stuff.

[mrscatfarmer13]

Jan 27, 2015 14:57:57 GMT -5 becole said:

I had no idea of the range. It's worth $100-$200 for the time it takes but if it got much more than that, it wouldn't be worth it. I don't think we have anything unusual except for investment and stock stuff. But DH calcs that stuff.

It sounds like you're situation is probably similar to ours. I decided to go with someone that was recommended by a co-worker. I called the guy for an estimate, he asked about the most common situations and said it would be $125-150 give or take $10. The extra $12-42 vs. Turbotax ($108ish) is worth more than my time, IMO. 

[sstwinklinglites]

Up until now I've always done our own taxes. It's not complex enough to where I feel I need to farm it out at this point. I actually filed our Federal this past Sunday. Waiting on one more document to do our OH.