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Raleigh, Durham, Chapel Hill, Cary The Triangle Area
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Old 09-25-2011, 02:35 PM
 
Location: Raleigh, NC
1,357 posts, read 3,814,618 times
Reputation: 960

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The short of it: Who can we go see in the Triangle who will help us file taxes, keeping in mind a whole bunch of student loan details?

The long of it: I am currently repaying under income based repayment, getting married next April, and children will follow a year or two after that. I am eligible for 10 year forgiveness for working in a 501c3. We will need help the first year figuring out whether to file jointly or separately due to my payment going way up if we file jointly and not getting credit for interest paid (which is all my payment goes toward currently) if we file separately. Likewise, we'll need to figure out when we have a baby whether or not filing separately to keep the payment low makes more or less sense than getting the child and child care tax credits, etc.

Is this something that H&R block and other places like that can handle? Or do I need to see a financial planner? I've always done my own taxes since they are simple, but we want guidance for the changes coming up in the next few years. Recommendations of who to go to are greatly appreciated.
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Old 09-25-2011, 06:42 PM
 
9,680 posts, read 25,838,002 times
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Why not try good tax software both ways and file the best way. It ought to be relatively simple to do two mock returns with tax software before picking the way you want to file,

The storefront tax shops are NOT the place to go with a complex issue. If it's that difficult, use a CPA,
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Old 09-25-2011, 06:58 PM
 
Location: Sneads Ferry, NC
12,405 posts, read 23,409,271 times
Reputation: 6018
Quote:
Originally Posted by saturnfan View Post
Why not try good tax software both ways and file the best way. It ought to be relatively simple to do two mock returns with tax software before picking the way you want to file,
I agree. We have usually done two or three mock return to figure the best way. It's cheaper than paying a preparer.
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