I've been TurboTax-ing for years now, but my accounts have been pretty straightforward, so filing isn't bad
However 2020 was a doozy. Not only did the pandemic happen, but I also bought a house and got married. So with filing taxes jointly and also with the new mortgage, I wanted it done correctly.
Jason DeLaurentiis came recommended by a friend. He was pleasant and extremely knowledgeable. He made my wife and I feel at ease. He also discussed strategies to maximize tax deductions.
Even though the service is more expensive than TurboTax, having the peace of mind of an actual CPA looking over my numbers was worth it.
The tax savings he provided me by reminding me that I could still retroactively contribute to my HSA in 2020, easily made up for the extra filing costs
In addition, Jason seems like an expert when it come to business consulting, acquisition and transition. So that may come in handy in the future. read more