Tax time: Who is first? (accounts, income, mortgage, deduction)

[RoaminRed]

I work for H&R Block, so I get mine done free. They'll file for me as soon as the IRS is open for e-business

[GreenMachine]

Originally Posted by coldwine

Mine are already filed Being a tax accountant/lawyer rocks

Coldwine,

Pretty slick, but don't you have to wait for bank interest statements or anything like that?

greenie

[coldwine]

Originally Posted by GreenMachine

Coldwine,

Don't you have to wait for bank interest statement or anything like that?

greenie

There were a number of things I had to wait for, but I'm very well prepared. I put mine together already.

[Ellise]

I'm in no hurry. I owe them money and if I file early, it'd be like giving them an interest free loan.

I like to get the math done around Feb. 1, then sit on the return until April 15.

[RoaminRed]

Originally Posted by Ellise

I'm in no hurry. I owe them money and if I file early, it'd be like giving them an interest free loan.

I like to get the math done around Feb. 1, then sit on the return until April 15.

You should actually file at least a week before the 15th. Very early and very late returns have a much higher incidence of audit.

[NorthmeetsSouth]

My accountant recently gave me some erroneous information (I think) about filing estate taxes, so now I have lost faith in her and right at the start of tax season I have to go out and look for someone new. Ugh!

[GreenMachine]

Originally Posted by NorthmeetsSouth

My accountant recently gave me some erroneous information (I think) about filing estate taxes, so now I have lost faith in her and right at the start of tax season I have to go out and look for someone new. Ugh!

What a pain! Just goes to show, having a title and a degree does not make one an expert.

Greenie

[RobRiguez]

If your in NYC and looking for a new Tax Accountant let me know. I know several I can recomend.

I have most of my info and records in hand. just waiting on a few more and should have everything files by end of Jan.

[GreenMachine]

Originally Posted by RobRiguez

If your in NYC and looking for a new Tax Accountant let me know. I know several I can recomend.

I have most of my info and records in hand. just waiting on a few more and should have everything files by end of Jan.

Thanks. I find it easier to do my own.

Greenie

[coldwine]

Originally Posted by GreenMachine

Thanks. I find it easier to do my own.

Greenie

As you should. I'll offer recommendations to people but I seriously dislike it.