Timeline for Bought a house last year should I hire a tax consultant?
Current License: CC BY-SA 3.0
15 events
| when toggle format | what | by | license | comment | |
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| Apr 2, 2017 at 6:54 | history | tweeted | twitter.com/StackFinance/status/848428369624608768 | ||
| Mar 29, 2017 at 14:24 | comment | added | edocetirwi | Thanks for the comments. I thought Marriage and buying a house was a big deal from tax perspective, my bad. | |
| Mar 29, 2017 at 14:23 | vote | accept | edocetirwi | ||
| Mar 29, 2017 at 2:41 | answer | added | Dilip Sarwate | timeline score: 12 | |
| Mar 29, 2017 at 1:08 | comment | added | GµårÐïåñ | As already stated, not that difficult to do yourself, the "interview" questions are pretty straightforward, as well as the hints and tips along the way, and all else fails, they have tax consultants you can chat with if you get stuck, so generally if you are good at paying attention to details and keep good records, you will be fine. For first time, I might recommend taking someone like HRB to take a second look to make sure, that way you can build confidence in your own ability. Good luck and congrats by the way. | |
| Mar 29, 2017 at 0:28 | comment | added | JTP - Apologise to Monica♦ | @quid - I agree, someone in this position can use some advice. It's a question of finding the guy/gal with the right credentials. When you say "tax consultant" did you mean CPA, CFP, or something else? | |
| Mar 29, 2017 at 0:05 | comment | added | quid | @JoeTaxpayer and I should also mention that I mean really for efficiencies in 2017 and beyond, planning for the future not maximizing the 2016 filing. | |
| Mar 28, 2017 at 23:39 | comment | added | JTP - Apologise to Monica♦ | @quid - I'd agree. With warning that he find the tax guy who understand that's what he wants. There are many people who do taxes, and do a fine job of it, but offering advice is not part of their routine. | |
| Mar 28, 2017 at 23:24 | comment | added | quid | The only reason you might want to sit with a tax consultant is to assess your current financial situation to seek possible tax efficiencies. | |
| Mar 28, 2017 at 22:25 | review | Close votes | |||
| Mar 28, 2017 at 22:31 | |||||
| Mar 28, 2017 at 22:22 | answer | added | JTP - Apologise to Monica♦ | timeline score: 10 | |
| Mar 28, 2017 at 22:17 | comment | added | abelenky | I don't think that Marriage and a House are complex enough to warrant a tax professional. Those are extremely common issues that all the major tax software programs can handle quite nicely. | |
| Mar 28, 2017 at 22:09 | review | First posts | |||
| Mar 29, 2017 at 1:09 | |||||
| Mar 28, 2017 at 22:08 | history | edited | edocetirwi | CC BY-SA 3.0 |
added 5 characters in body
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| Mar 28, 2017 at 22:01 | history | asked | edocetirwi | CC BY-SA 3.0 |