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Old 12-25-2015, 11:20 PM
 
Location: Stone Oak area - SA
32 posts, read 54,806 times
Reputation: 11

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I've used a professional CPA the last 3 years.... The fees are expensive, and for some reason he ALWAYS files an extension. I prepare all of my documents and have them to him by the end of January.

AND, most importantly, I have had to pay every year! I know I may need to change my withholding, but I'm also wondering if maybe another preparer can help with this.

Anyone know of a preparer that is good?
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Old 12-26-2015, 05:33 AM
 
2,600 posts, read 6,061,525 times
Reputation: 2429
Padgett Stratemann
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Old 12-26-2015, 08:50 AM
 
Location: Mid South Central TX
3,183 posts, read 7,420,333 times
Reputation: 2188
If you are preparing the documents for him, why don't you use TurboTax or something similar?

You can use the IRS withholding calculator here: https://www.irs.gov/Individuals/IRS-...ing-Calculator to see how you can adjust your withholding, then file an updated W-2 with your employer.

If you are not confident in your ability to do it on your own, try it this year along with the accountant, and see where/how you differ. Stay away from those tax offices, as they are really running their own version of TT, etc.

BTW, having to pay (as long as you are not in a penalty situation) is not necessarily bad, it means that you have been floating your tax obligation. Getting a refund does not indicate signs of a skillful preparer, it just means you are having too much withheld.
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Old 12-26-2015, 09:26 AM
 
Location: New Braunfels, TX
6,259 posts, read 8,999,975 times
Reputation: 6347
Way too many unanswered questions here.....are you self-employed, or working for someone else. If employed by someone else in a traditional employee-employer relationship, you may not have many options.

If self-employed, you may be missing tax reduction opportunities.

Either way, it doesn't sound like you're really communicating with your CPA, because all of the above are questions/issues that you should have raised with them long before now - especially tax reducing opportunities. They're not mind readers - nor is it their job to ferret out deduction opportunities unless you ask them. Many folks don't want tips/suggestions, so they learn to respond only to what they're asked. I generally speak w/my accountant 3-4 times a year, either reviewing possible deductions, or asking how I need to structure a purchase, etc. so that it CAN be deductible.

You have a history with your current CPA.......sit down with them and present what you've said here, and see what they have to say before you do anything else. You might be surprised!
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Old 12-26-2015, 06:03 PM
 
874 posts, read 1,159,162 times
Reputation: 1060
If you have half a lick of sense then give Turbotax a shot. Taxes aren't rocket science and Turbotax is super simple and handles some very complicated situations.
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Old 01-01-2016, 08:31 PM
 
Location: Stone Oak area - SA
32 posts, read 54,806 times
Reputation: 11
Thanks everyone. Good feedback and suggestions. Yes, I've been with my current CPA for a few years. I meet and talk with him a few times throughout the year. I ask and ask a lot of questions... aside from probably causing a red flag, it "appears" that he does what he can for me. I will sit and ask more questions.

If I were to try someone new, maybe they could evaluate last years return that was done and offer more insight.
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Old 01-03-2016, 09:30 PM
 
Location: San Antonio, TX
9 posts, read 5,119 times
Reputation: 15
We have some complicated taxes and I use O'Brien tax service they are small and I like them.
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