Do you REALLY need a tax preparer?

My answer might surprise you.

I’m often asked “do I truly NEED someone to prepare my taxes?” I’m always honest. Not always. Many people have simple returns that they can complete themselves. Here’s some information to help you decide if hiring a tax preparer is something you should consider.

You can choose to do them yourself.

If your taxes are super simple, you might be fine doing them on your own.
You may not need a tax preparer if:

• You have one W-2

• You don’t own a home

• You don’t have any dependents

• You didn’t move or start a business

• You’re not self-employed

In that case, you may be able to use tax software to file on your own. If you aren’t sure if our services would benefit you, book a free consultation. I’ll let you know the pros and cons and you can decide.

When is working with a tax preparer a good idea?

Some life events makes taxes tricky. You may want to work with a tax preparer if:

• You bought or sold a house

• You own more than one property or home

• You have dependents and want to claim tax credits

• You’re married, divorced, or separated

• You own a business or do freelance work

• You had more than one job or moved states

• You want to make sure you don’t miss anything

• You want to strategize with a professional on how to minimize your tax liability

• Made any large donations

A tax pro knows the rules and can help you get the biggest refund (or pay the least).

What Does a Tax Preparer Do?

You may file your taxes once a year but we have spent years becoming experts and we file them every day. We’re experts in:

• Helping you find tax breaks

• Making sure your information is accurate

• Filing your taxes the right way

• Answering your questions

• Helping you avoid trouble with the IRS

In life, you either pay with time or money, or some combination of the two. If you’re considering hiring a tax preparer, book a free consult with us. We’ll let you know the value we provide and you can decide from there.