Need your taxes done? Correctly and quickly?

That's a very open-ended question... Do you itemize? If so, medical expenses >10% of your AGI; charitable donations; all property taxes; prior year tax prep fees. Student loan interest? Child tax credit? Home office deduction? Unreimbursed employee expenses?

Bill do you do MA? would it be worth it for me to come to you?

Yes, I can prepare MA returns! I will always say it's worth it to have a CPA and/or accountant prep your returns (especially once you are itemizing deductions), as s/he is more likely to find a couple extra dollars. At the very least, don't go to an H&R Block "store" - the folks you deal with there are typically just seasonal hires.

Shoot me an email at wcoolahan AT gmail and we can chat.

Free bump for Bill. He finished my taxes within 3 days of receiving the last piece of paperwork. I got my refund a week later. He was able to increase my refund by almost $300 by some creative filing with the assets I share with my girlfriend.

Thanks again!

Bump!

Final bump for the year!

Bump for tax year 2014. You should begin to get some documents soon; though technically they aren't required to be distributed until the end of January. Please see the first post for additional information, as well as the blurb below if you think you have a relatively simple return and may be wondering why going through a CPA is a better idea than using software :)

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Originally Posted by Mustang

Without sounding like a Geico commercial further, it's all in the interaction. H&R/Turbo Tax software is just that - a computer program. It asks questions in a certain, logical but programmed sequence. This is not Adam's specific case, but for example, it asks you if you have a mortgage statement showing property taxes paid through escrow. If you have a 1098 showing $200 of taxes paid, but you bought your house in April, that doesn't make sense...the software might ask you "are you sure?" but it doesn't help you understand why that make be incorrect (i.e. you prepaid $4000 of property taxes upon closing). H&R/TT software isn't human; and neither are the drones at the H&R store, who are mostly minimum wage earners just clicking through the software for you.

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Can you do a semi-complex Texas filing?

Taxes done and filed. Thanks again Bill! :)

IRS has $1 billion in unclaimed refunds - Mar. 11, 2015







Nearly a month out from filing day!

Final bump...Happy Easter, Passover, and Sunday!

2015 tax season is in full swing. Please let me know if you're interesting in having your tax returns prepared!

As an incentive, if any of you get a friend/relative/coworker outside of NESR to use my services as a new client this year, I'll give you a $25 credit (or refund) on your 2015 tax prep!

OK, bump for tax year 2016!

New promo this year - if I prepare your 2016 returns, for each person or couple that you refer to me who also uses me for their 2016 returns, I'll give you 15% of your fee back (max 100% fee refund).

Still doing taxes ? Pm me for a specific request.

Quote:

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Originally Posted by black

Still doing taxes ? Pm me for a specific request.

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He's very busy lately. I suggest emailing him if you want a prompt response

Bill has done my taxes for a few years now. Excellent job always. Thanks again Bill!!!

Thanks guys! Still doing taxes, yes... PM incoming black.

Are you still in Cambridge? I'm in the area, have been doing my taxes myself but ever year it gets more complicated and with a baby on the way in March maybe this is the year to switch over to a professional.

Quote:

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Originally Posted by Honclfibr

Are you still in Cambridge? I'm in the area, have been doing my taxes myself but ever year it gets more complicated and with a baby on the way in March maybe this is the year to switch over to a professional.

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Actually just moved to the PRC in August! Please shoot me an email at wcoolahan AT gmail, and we'll get you set up in January :)

OK, bump for tax year 2017!

Same promo this year - if I prepare your 2017 returns, for each person or couple that you refer to me who also uses me for their 2017 returns, I'll give you 15% of your fee back (max 100% fee refund).

Quote:

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Originally Posted by Mustang

OK, bump for tax year 2017!

Same promo this year - if I prepare your 2017 returns, for each person or couple that you refer to me who also uses me for their 2017 returns, I'll give you 15% of your fee back (max 100% fee refund).

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Hey I'm interested in your tax services. I will PM you my contact information.

Is this usual?

CPA: no tax prep appointments on Monday/Wednesday/Friday

I offered next Tuesday or Thursday, and CPA is out of country the whole week LOL

Being hustled LOLOL

Quote:

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Originally Posted by breakdirt916

Is this usual?

CPA: no tax prep appointments on Monday/Wednesday/Friday

I offered next Tuesday or Thursday, and CPA is out of country the whole week LOL

Being hustled LOLOL

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I can't comment on whether or not that's "usual." Professionally, I'd like to say that's why you should use my services! Personally, I understand that one's time out of the office (whether for work or pleasure) cannot always be easily moved. Regardless, the inability to reach your tax professional RIGHT NOW shouldn't dissuade you from working with that person. Unless you tell me, "Bill, I need my returns NOW - whatever it takes to push me to the front of the line" --- or you let me know that "well enough" in advance of you attempting to get my immediate attention --- your expectations may be slightly misaligned.

That being said... Do you need prep before next Tuesday or Wednesday?

ha, no I don't...I just had a lengthy, expensive experience last year that made me salty

I offered to drop off my paperwork (with dates written out for income on rentals and spreedsheets for buy/sell stocks) and let them email/call me with questions

OK, bump for tax year 2018! A fair amount of tax law changes this year.

If any of you get a friend/relative/coworker outside of NESR to use my services as a new client this year, I'll give you a $25 credit (or refund) on your 2018 tax prep!