I use Bottom Line Accounting and Tax Services in Republic. She works out of her home, but she is awesome, knows her shit, and has super reasonable prices.

Thank you! I have reached out! Hopefully nothing I have is too complex, but working on building a house this year so everything I can get back will help!

Turbo tax is very easy.

Agreed, I have used them for the last few years, but this year was close to 200 to file, and I would rather have a real person assist along the way even if it is a bit more, just to make sure I'm getting myself setup for this year as well.

Just got an email response from the owner, and I will not be utilizing them this year. I am not sure where customer service went, but it seems to have escaped her. Very unfortunate for such good reviews of the service.

Thank you for the recommendation though!

Honestly, if that’s all you’ve got going on it’s not too hard to file. Just make sure you have W2s from both old and new jobs and your son’s SSN. If your wife has a W2 for last year, file as married filing jointly, if she didn’t file as Head of Household. H&R Block is cheaper than TurboTax and very easy to use, although this year I’m giving Free Tax USA a go. Cash App also has free tax filing (both federal and state) - I’ve used that the last couple years. It was okay, but somehow lost my 2020 information (they did change the name in the meantime so that may have been part of it?) so it was rather annoying having to look things up.

I would suggest at least putting in all the numbers and see what happens. If you owe or it’s significantly less than last year, definitely have someone else look it over. But as long as you haven’t made significant investments or inherited a bunch of money, those circumstances alone are pretty straightforward.

Eep. Glad I saw this as I’m looking for a new accountant and was also recommended this person.

I was actually looking at free tax USA as well! It seems to be the craze this year.

There are definitely some more specific reasons for looking for a tax expert, such as I pulled from my Roth IRA to pay for my son's birth and pay it off, also transfered a significant amount of drip dividends to his custodial account once born.

It's nothing crazy, but I haven't had the time to research much into it, so just looking for a 2nd set of eyes. I probably will go through TaxAct or FreeTaxUSA this year and research when the time comes.

Thank you for the insight!

Honestly, it took me aback and I had my wife read the response to make sure I wasn't crazy!

I work in consulting and have never seen a response that was so unhelpful and demeaning.

Let me know if you find one!

Oh no! I'm sorry for that experience and completely understand. I and multiple family members have used her for years, and I've recommended friends with sticky situations to her before and they've had great reviews too. Disappointing.

Reading the reviews I was very excited! Apparently I utilized the contact box incorrectly and asking for the process and then an estimate (assuming I would provide everything needed, once told what was needed) was assuming to much! I still really appreciate your recommendation! Seems it just wasn't a good night, or perhaps the accountant's responses are to dry for myself!

Yeah, I would definitely suggest at least going through it - you might find yourself pleasantly surprised by how easy it is when those programs can walk you through it. It’s so convenient now compared to old-school paper forms.

Sturhahn and Breazeale, 3534 E Sunshine near Sam's Club.

Funny enough, yes! This is a link to the r/youshouldknow page.

https://www.reddit.com/r/YouShouldKnow/comments/10om75f/ysk_if_you_earned_less_that_60000_last_year_you/?utm_source=share&utm_medium=android_app&utm_name=androidcss&utm_term=1&utm_content=share_button

Everyone should know this, and I hope it helps!

Agreed! I pass this along to as many as I can! Unfortunately I don't qualify this year, so I have to branch out!

Thank you for posting this!!