• If you are citizen of an European Union member nation, you may not use this service unless you are at least 16 years old.

  • You already know Dokkio is an AI-powered assistant to organize & manage your digital files & messages. Very soon, Dokkio will support Outlook as well as One Drive. Check it out today!


Taxes - How and When to Get Help

This version was saved 6 years, 8 months ago View current version     Page history
Saved by Daisy Lopez
on October 20, 2017 at 4:47:33 pm


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



         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.



         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 helpful when one has a house, salary, business, or contractor related expenses. Relatives and friends who have accounting degrees can also help you.



         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 and reaching out to them 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.



         It is a good practice for one to try filing taxes independently first. One can begin after finishing college or when one has a steady income salary. To determine if this method would be helpful Percy Ida suggested to ask yourself a question. She advised that, "first, decide if you are capable of, and want to learn how to file your own taxes." Filing taxes on your own and reviewing it can be helpful. Bonnie Burgess suggested that "make sure you’re doing it correctly first so you know what mistakes not to make in the future. From there you can do it alone later." Checking over your independent filing tax with a relative or with online Tax help services can be beneficial to make corrections. 

Comments (0)

You don't have permission to comment on this page.