A Live Person

Now that we are getting into the start of the thick of tax season, some of the nervousness around taxes starts to grow. People wonder if they are handling their taxes right, often submitting returns without fully appreciating what it says, hoping that their software led them to the correct answers.

And we are not going to feed some grand lines here about how that’s not possible – of course it is.  These companies don’t get to have the money to flood you with commercials this time of year by selling faulty products that never work.

But do they work as well as other options?

Such software can shine is in avoiding some types of mistakes. For example, if you enter all your information correctly, it is going to ensure that you don’t make any simple addition or subtraction errors. You can be confident the math is correct. Where this option does not shine, however, is getting beyond the calculations.

In many ways, tax software works better the more you know about taxes. Sure, you can go through their paths and answer the questions along the way, but do you understand exactly what is being asked or are you just waiting to find the next spot where you know you have information to enter off a tax form? In this way, you will probably capture all of your income, but you may not capture all the ways that you can lessen your tax burden.

And now we will give some grand lines about how a live tax preparer can serve you better.

There are numerous times when someone comes to us for their first professional tax return, and even if they understand the information that a tax return requires to be legal, they don’t know what else can be included. Whether it’s the fact that they aren’t utilizing something like a home office deduction or if they aren’t getting some reimbursements from stuff they paid for that’s necessary to complete their work, we are able to ask the questions that get behind the outer layer and lead them down paths that may not be immediately apparent.

And we can’t promise savings of thousands of dollars by doing this, but chances are we can offer some savings. What we can do even more, though, is alleviate that nervousness that can come with tax time. You will have someone on your side who knows taxes, who allows you to be confident in your return, and lets you know things have been done correctly and done in a way that ensures your best interests have been looked after.

Warmly,

Josh Bousquet
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