Anonymous
Post 01/29/2024 12:32     Subject: How much do you pay your tax preparer - and referral?
Anonymous wrote:My non-accountant husband does ours himself on Turbo Tax. W2 income, rental property, and side consulting income, investment income, plus annual backdoor Roths. Takes him a few hours one Saturday.


I also use Turbotax: income from W-2, pension, social security, investments, backdoor Roth and five K-1s. The latter are the most tedious. Federal plus two states.

Nonaccountant DW. DH understands nothing about taxes but is excellent at keeping records and documents needed to do them.
Anonymous
Post 01/29/2024 12:19     Subject: How much do you pay your tax preparer - and referral?
Second FreeTaxUSA.
Anonymous
Post 01/29/2024 11:31     Subject: How much do you pay your tax preparer - and referral?
Anonymous wrote:My non-accountant husband does ours himself on Turbo Tax. W2 income, rental property, and side consulting income, investment income, plus annual backdoor Roths. Takes him a few hours one Saturday.


How does he do the D40 and D30 on turbotax? Turbotax does not do them.
Anonymous
Post 01/27/2024 18:14     Subject: How much do you pay your tax preparer - and referral?
My non-accountant husband does ours himself on Turbo Tax. W2 income, rental property, and side consulting income, investment income, plus annual backdoor Roths. Takes him a few hours one Saturday.
Anonymous
Post 01/27/2024 15:01     Subject: How much do you pay your tax preparer - and referral?
Anonymous wrote:Freetaxusa.com
Been using it for years, if you have a half a brain, you too can file for free


Does freetaxusa handle d40 and d30? Turbo tax doesn’t.
Anonymous
Post 01/27/2024 13:59     Subject: How much do you pay your tax preparer - and referral?
Freetaxusa.com
Been using it for years, if you have a half a brain, you too can file for free
Anonymous
Post 01/27/2024 12:47     Subject: How much do you pay your tax preparer - and referral?
Anonymous wrote:We’re retired. We paid $1200 last year for a fairly simple return that includes two rental properties, income from our brokerage accounts, and the occasional withdrawal from retirement account. We use a Maryland based firm although we live in DC. They just notified us that they are raising our fee to an estimated $2200 and when I asked why they said they have been undercharging us. I’m surprised by the increase, but what can you do?


Wow $2200??? Your return hardly sounds complicated. There must be less expensive options that aren’t TurboTax/H&R Block.
Anonymous
Post 01/26/2024 14:31     Subject: How much do you pay your tax preparer - and referral?
Anonymous wrote:$600. I thought that was too much, so now I just purchase TurboTax.


H&R Block Deluxe + 1 state - $20.
Anonymous
Post 01/26/2024 14:29     Subject: How much do you pay your tax preparer - and referral?
We’re retired. We paid $1200 last year for a fairly simple return that includes two rental properties, income from our brokerage accounts, and the occasional withdrawal from retirement account. We use a Maryland based firm although we live in DC. They just notified us that they are raising our fee to an estimated $2200 and when I asked why they said they have been undercharging us. I’m surprised by the increase, but what can you do?
Anonymous
Post 01/26/2024 14:15     Subject: How much do you pay your tax preparer - and referral?
$600. I thought that was too much, so now I just purchase TurboTax.
Anonymous
Post 01/26/2024 13:58     Subject: Re:How much do you pay your tax preparer - and referral?
Anonymous wrote:
Anonymous wrote:We pay $1700 for a married filing jointly return, for federal and VA. Forvis (used to be Dixon Hughes Goodman) on Spring Hill Road in Tysons.


$1700! Is it a complicated return or just a couple with salary income?


The latter. That's McLean for ya.
Anonymous
Post 01/26/2024 13:13     Subject: How much do you pay your tax preparer - and referral?
We pay $1000 for married filing jointly - federal & DC. W2/Schedule C (D40)/Schedule E (D30).

I thought this was high.
Anonymous
Post 01/26/2024 12:47     Subject: Re:How much do you pay your tax preparer - and referral?
Anonymous wrote:We pay $1700 for a married filing jointly return, for federal and VA. Forvis (used to be Dixon Hughes Goodman) on Spring Hill Road in Tysons.


$1700! Is it a complicated return or just a couple with salary income?
Anonymous
Post 01/26/2024 11:56     Subject: Re:How much do you pay your tax preparer - and referral?
We pay $1700 for a married filing jointly return, for federal and VA. Forvis (used to be Dixon Hughes Goodman) on Spring Hill Road in Tysons.
Anonymous
Post 01/26/2024 11:38     Subject: How much do you pay your tax preparer - and referral?
Our preparer has increased their rates for the second year in a row and I would be interested in knowing what is the going rate in the DMV and if you would refer your tax preparer.