I've been filing with Jeff Pickering for the last 2 years and never going to look at any other sources to file my taxes.
There are numerous instance where I found his knowledge in tax laws and customer service to be extraordinarily good.
For my 2010 tax returns - it took us a long fight with IRS to get my refund, even though I had given up, Jeff insisted that I should get my refund, we had to stay with IRS for multiple hour long calls and finally got my refund on a complex filing. No other tax consultant will be patient and persistent enough to work with IRS to get their clients the fair refund.
He never advertises himself as 'maximizing returns' , but very willing to work with you in an optimal return within the confines of the tax laws. Stay away from those who advertise as maximum return - it is an usually a segway for an IRS audit.
And he has a wonderful staff who support in the tax filing !
Before finding Jeff, I was alternating between H/R block and filing it myself online. The biggest problem with H/R block is that the tax consultants have no motivation to do a good job, never updated with the latest information and have extremely inconsistent performance from one location to other.
Few Tips:
(1) Get all your deduction items in order - carry any receipts etc and preferably prepare an excel sheet with all your deduction items
(2) If you have any stock trades - you might want to generate the Schedule D yourself - some companies such as TD Ameritrade provide free tools to generate Schedule D - if not you can find one online where you can upload your transactions and the software will generate the Schedule D
(3) If you traveled internationally, prepare an excel sheet with each date of travel - if it was a business travel day or if it was a personal travel
Finally - keep all the records - receipts, tax filing ... + make some of the notes yourself and keep them in a folder - IRS can audit tax filings and if you get a knock on your door - you want to make sure that you have your papers with you. read more