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Is your guy Phil Liberatore? I've been going to him and am looking for someone less expensive too.
The person I go to is in Mission Viejo. Might be a little far for you, but she does handle taxes through the mail. Let me know if you want her info.
It might be helpful to define "expensive" with a dollar figure.
Less than $800
Libertore runs around $800 the last time he did my tax return 4 or 5 years ago.
My current person is $200 to $300, depending on how many schedules she's filling out.
I would like her info. My email is lisaberryhill9@gmail.com
I really appreciate it. Have a great Thanksgiving.
I use a tax preparer and it's a lot less than $800. Year before last, we used my husband's business' CPA to do our taxes and they did nothing for me (court reporter) that the tax preparer didn't do, only they charged more.
Only advice I can give is to max out your SEP IRA, that's big tax break. Or if not that, get a Roth IRA; no tax deduction but a good deal.
As a court reporter, I did my own. I still do. I use TurboTax Premium (about $90.00). It takes you step by step through income and deductions and also looks for mistakes. I'm pretty sure a software program is what most of the tax preparers are also using.
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