Tag Archives: Intuit

Do Your Own- or Get Help?

March 13, 2023 Roy A. Ackerman, Ph.D., E.A. 2 Comments

So, if your income tax preparation involves a few W-2 (salaried income), 1099s for interest and dividends and capital gains, even a 1099B for stock transactions (NOT Crypto, nothing more than 5 transactions), then you should be doing your own taxes. Because a professional is going to have charge way more than you want to pay to prepare your taxes. And, the professional won’t be able to come up with a lower tax bill than you could by yourself.

Continue reading Do Your Own- or Get Help? →

Did you sign away your privacy?

April 19, 2022 Roy A. Ackerman, Ph.D., E.A. 12 Comments

Do you ever wonder what we do with your data when you decide to let us prepare your taxes for you?

Well, since you probably haven’t asked us to do your taxes, I’m pretty sure you have no idea.

Continue reading Did you sign away your privacy? →

Free is never really free

March 11, 2019 Roy A. Ackerman, Ph.D., E.A. 11 Comments

Mea Culpa!!!!!

I really should have thought about this when I was presenting the results of studies on what tax programs folks can use. (To recap- if you are at the 50% income level or below (~$66K or below), there are free programs that let you file your taxes. [Note: Many of them actually charge for state filing; it’s just the federal filing that’s free.] One offering is great if you don’t itemize; if you do, these folks recommend that you choose another. But, if you an unincorporated business, own (all or part of) an established business (that requires separate tax filing), possess a moderate-to-large stock portfolio, own a rental home or building… then you need our services.)

Continue reading Free is never really free →