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Taxes - How and When to Get Help

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Saved by Holly Swyers
on October 20, 2017 at 10:59:37 am
 

 

How do you know when to seek help filing your taxes, and what kind of help should you seek?

 

Services

         Types of services are IRS, Turbo taxes, H&R block, and Quicken Taxes. Ingrid Jackson explained that one should do “research to make sure you are at a credible institution- don’t take the cheaper route because it might be a fraud”. This helps individuals who are finding services to assist them to file taxes for their first time. Making sure the institution is credible can help one to not spend more money and to be prepared when taxing season comes along.

 

Accountant

         It is a person that you can trust because they have a CPA certification and they can be referred by your lawyers. They give professional help when filing taxes becomes complicated. Arlene London experienced a complicated situation and explained, "I get a lot of business write offs and am confused by the tax system and my own small business, so I get help with a tax person." Seeking an accountant can be beneficial when one has a house, salary, business, or contractor related expenses. Relatives and friends who have accounting degrees can also help you.

 

Referrals

         It is a type of recommendations from your boss, human resources, employers, and relatives. Jose Harvey mentioned that, “the first time I needed to file out of state taxes I found an accountant who knew how to do that”. If one works in another state or moved from another state, having the recommendation from a person can help you to save time finding an accountant. This connects to an experience by Joyce Barry. She explained that, "it does become complicated because if you are a consultant, then you work in different states, and each state taxes are different." This helps one to not make mistakes when filing taxes for out of state taxes.

 

Independently

         It is a good practice to try filing taxes independently, such as file taxes after college or when having a steady income salary. Filing taxes on your own and reviewing it can help you be aware of the mistakes. 

 

 

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