Where do you go for advice on taxes?

SGT Private RallyPoint Member — Thu, 08 Mar 2018 22:23:32 -0500

Response by SFC Greg Bruorton made Mar 8 at 2018 10:31 PM

SFC Greg Bruorton — Thu, 08 Mar 2018 22:31:15 -0500

I've been most fortunate through the years as my wife of 40 years had been an IRS agent and then struck out on her own for several years doing taxes for others. She's certainly been a huge help for me during tax season.

Added: I had used H & R Block for many years before my second wife came along. Eventually, she worked in H & R Block for several years, but she helped do the taxes at home rather than in the office.

Response by Sgt Wayne Wood made Mar 8 at 2018 10:50 PM

Sgt Wayne Wood — Thu, 08 Mar 2018 22:50:03 -0500

I do IT for an accounting firm... i do data entry, filing, software updates, etc during tax season. I have a question, i ask a CPA.

Advice, with the changes to the tax laws, it’s no time to go on the cheap. Find a pro

Response by Capt Brandon Charters made Mar 9 at 2018 12:02 AM

Capt Brandon Charters — Fri, 09 Mar 2018 00:02:38 -0500

I’ve had a good experience with H&R Block during the last two tax seasons.

Response by Sgt Private RallyPoint Member made Mar 9 at 2018 12:27 AM

Sgt Private RallyPoint Member — Fri, 09 Mar 2018 00:27:13 -0500

SGT Private RallyPoint Member I do my own taxes. A long time ago, I went to a CPA for advice on a tax issue, and he said that he agreed with my approach. Over the years, I had good luck calling the IRS with tax questions. Now they just answers questions on Sch D and the 1040 form. I order the publications that I need and will carefully read these publications. I will read sections over three or four times until I understand what I need to do. I will also check the internet for similar situations as mine, to see if I can find an answer. Three days ago, I received the publications and forms that I had ordered the first part of January. Some of the forms I need are not yet available. So far, I have been able to do my own taxes, with the main problem being the IRS not having the forms and publications out in a timely manner.

Response by MCPO Roger Collins made Mar 9 at 2018 10:26 AM

MCPO Roger Collins — Fri, 09 Mar 2018 10:26:15 -0500

Over the years, I have gone through the process of doing my own taxes with reaearch, using pencil and paper (pre-computer). Then to a mix of professionals, the last charged me $400 (remember, this was years ago). When I compared the results with a S/W program, they were nearly the same. The program was about $10. Recommend a do it yourself program, similar to what the professionals use, but much cheaper. And for a variety of reasons, my tax returns are somewhat complicated.

Response by MAJ Private RallyPoint Member made Mar 9 at 2018 10:35 AM

MAJ Private RallyPoint Member — Fri, 09 Mar 2018 10:35:37 -0500

We do our own taxes. But we have a good friend we can bounce questions off of.

Response by SFC Private RallyPoint Member made Mar 9 at 2018 10:40 AM

SFC Private RallyPoint Member — Fri, 09 Mar 2018 10:40:30 -0500

I use H&R Block online to do my taxes. I pay about $30 for State and about $70 for Federal. It costs more than $300 to do it in their office. I have been doing this since 2009. You can always contact the IRS with tax questions.

Response by SN Greg Wright made Mar 9 at 2018 2:38 PM

SN Greg Wright — Fri, 09 Mar 2018 14:38:31 -0500

Quicken. I do my own. Good to see you back. Just the other day I was thinking I hadn't seen you for a while.

Response by LTC Jason Mackay made Mar 9 at 2018 10:40 PM

LTC Jason Mackay — Fri, 09 Mar 2018 22:40:41 -0500

Turbo Tax will usually collect all the information and compare two options, giving you advice on which to pick.

You can also tax your tax questions to your local tax center on post.

Response by SFC Don Lawrence made Mar 15 at 2018 2:04 AM

SFC Don Lawrence — Thu, 15 Mar 2018 02:04:05 -0400

I work for H & R Block. When I have a question I go through i the IRS website or the State Dept of Revenue website. Coure I know the jargon and understand what is being said. Most people do not. H & R Block also has full time experts we can ask for help.

Response by SGT Private RallyPoint Member made Apr 4 at 2019 9:46 PM

SGT Private RallyPoint Member — Thu, 04 Apr 2019 21:46:08 -0400

Another resource: https://www.rallypoint.com/answers/those-of-you-who-ve-used-militaryonesource-miltax-what-s-been-your-experience

Those of you who've used MilitaryOneSource MilTax, what's been your experience? | RallyPoint