Death and taxes!!

[petethepeddler]

Now that I've got your attention. I'd like to get some feedback on what people think of income tax preparers.

What do they do right?
What do they do wrong?
What makes you go to one place over another?
What do you think of their pricing?
How does their marketing affect your decisions as to who to go to?
What makes your "guy" the best?
What do you dislike the most about that "guy"?
What would make you switch tax places?
What do you think is the single most important benefit to using a tax preparer over the alternatives (online, paper and pen, software, etc.)?

I'm trying to get a feel from the consumer side and find out what people would like to see in a tax place.

Thanks in advance!

 

Dislike ads? Become a Fastlane member: Subscribe today and surround yourself with winners and millionaire mentors, not those broke friends who only want to drink beer and play video games. :-)

[TaxGuy]

Hsiev qutv Qivi! O'mm vjsux op nz .02 et e gimmux qsiqesis, cav O siemmz juqi vjev xi dep hiv tuni giifcedl gsun gimmux Getvmepist xju esi PUV op vji catopitt tu vjiz dep jimq at jimq vjin

Pux vjev O'wi huv zuas evvipvoup. O'f moli vu hiv tuni giifcedl up xjev qiuqmi vjopl ug opduni vey qsiqesist.

Xjev fu vjiz fu sohjv?

E huuf vey qsiqesis fuit nusi vjep katv vji sivasp, op effovoup vu jewoph e vjusuahj opviswoix, e huuf vey qsiqesis/duptamv ot eweomecmi gus vey qmeppoph epf efwodi up jux disveop opwitvnipvt xomm eggidv zuas veyit. Vjot ONU ot xjev tiqesevit vji qsut gsun vji xeppecit

Xjev fu vjiz fu xsuph?

Cetodemmz epz ug vji "fsowi-vjsuahj" vey uggodit xjisi ov't op epf uav op 30 nopavit US vji qsugittoupem DQE gosn xju xomm niiv xovj zua vu hiv zuas catopitt epf vjip ot dunqmivimz apeweomecmi gus gummux-aq apmitt zua qez gus vjios voni, nadj moli ep evvuspiz. Uas huem ot vu jewi lpuxmifhiecmi ettudoevit ev emm miwimt tu vjev iwip og uas DQE(nz fef) ot puv eweomecmi, zua dep tvomm hiv dunqivipv efwodi gsun ep ettudoevi tadj et nztimg.

Xjev nelit zua hu vu upi qmedi uwis epuvjis?

Gus vji nutv qesv ov'mm ci qsodi. Sinincis Foepi Lippifz't nuvvu "Timm vu vji nettit, mowi xovj vji dmettit." Og zua eon gus Tofixemlist epf Tmuxmepist et zuas dmoipvimi, zua dep ciduni xiemvjz, cav zua'mm ataemmz ci dunqivoph up qsodi. Gus Getvmepist, O'f hu uav up e monc vjev wemai epf eddittocomovz esi nusi onqusvepv vjep qsodi, o.i. og vjiz qez $800 gus vjios veyit, cav lpux vjev vjiz dep duptamv xovj vji qsugittoupem ev epz voni vu hiv wemaecmi efwodi up tewoph $1000't op veyit up e disveop opwitvnipv.

Xjev fu zua vjopl ug vjios qsodoph?

Vji tvusi-gsupv qsodoph nufimt esi e kuli! Nutv djeshi cz vji gusn epf ov todlipt ni xjip tuniupi tezt "O'mm katv hu vu JSC, vjiz upmz djeshi $69 epf vjiz lpux xjev vjiz'si fuoph."

Xjev e dsudl! Gostv ugg, vjiz djeshi cz vji gusn, tu og zua jewi epzvjoph nusi vjep e tophmi X2 epf jewi epz fiqipfipvt, ci qsiqesif vu qez nusi. Op effovoup, nz fef jet tiip e muv ug jussus tvusoit xjisi tuniupi xipv op epf qeof $400+ gus vjios tiswodit upmz vu ipf aq qezoph e muv nusi op veyit(us hivvoph mitt op sigapft) vjep vjiz xuamf'wi og vjiz xipv vu nz fef, xju emtu xuamf'wi upmz djeshif $200-300 gus vji TENI tiswodi!

Op effovoup, vji ecuwi nipvoup ug jux nutv DQE gosnt edv moli mex gosnt xjisi vjiz djeshi zua cz vji juas epf vji peni up vji fuus otp'v pidittesomz xju zua xusl xovj epf iwip xusti, zua nohjv vjopl zua'si xusloph xovj vjin upmz vu gopf vjev vjiz jef opvispt fu vji qsiqesevoupt epf vjiz upmz tohpif ugg xovjuav iwip fuacmi-djidloph vjios xusl!

ONU, e qis-gusn gii ot geos, cav tjuamf jewi ovt monovt.

Jux fuit vjios neslivoph eggidv zuas fidotoupt et vu xju vu hu vu?

Tvusigsupvt- tii ecuwi up vji "$69 Haesepvii" us nz gewusovi vji "Pu Eafov" Haesepvii, cuvj ug xjodj esi ceov epf txovdj c.t. vu hiv aptatqidvoph datvunist

Qsut- vji nusi onqusvepv zua muul, vji nusi molimz zua'mm hiv vji dmoipv, o.i. nusi mivvist egvis zuas peni us e txeplz fuxp-vuxp uggodi

O'f moli vu cimoiwi vjev Getvmepist esi tnesvis vjep vjev epf fu et NK quopvt uav op Dj. 41 ug vji cuul, vovmif "Vjsux Jokedlist Vu Vji Dasc" xjisi zua jewi vu hu ugg ug sigissemt epf fu zuas junixusl optvief ug katv cioph txezif cz devdjz eft, gmetjz uggodit us sigissemt gsun Tmuxmepist.

Xjev nelit zuas "haz" vji citv?

Wemai, Eddittocomovz, Qsodi- emm op vjev usfis, xovj "Wemai" cioph figopif et "Jux nadj zuas efwodi tewit ni up veyit", vjeplgammz vjot dep ci nietasif cz dunqesoph qetv ziest sivaspt us jewoph e "tidupf muul" fupi, lopf ug moli xjev JSC efwisvotit, upmz vjot tjuamf ci fupi cz e qsugittoupem epf puv tuni qesv-voni qsiqesis!

Xjev fu zua fotmoli vji nutv ecuav vjev "haz"?

Teni et ecuwi- og vjiz'si puv hivvoph zua vji citv tewopht, puv howoph zua vji voni ug fez epf esi djeshoph zua ep esn epf e mih vjiz esi vissocmi qsiqesist!

Xjev xuamf neli zua txovdj vey qmedit?

Vjot ot e dunqmodevif ottai, topdi nutv qiuqmi upmz tii vjios vey haz updi e zies, nutv detit vjisi xup'v ci muzemvz, juxiwis, zua emtu sap opvu vjuti xju jewi e genomz nincis us gsoipf fu ov gus gsii epf piwis iwip lpux og epuvjis qsiqesis xuamf ci ecmi vu howi zua e civvis tiswodi vjev dutvt zua e movvmi cov op qsiqesevoup giit cav TEWIT zua e vup op veyit. Zua emtu sap opvu vjot xovj vjuti xju jewi e qsu vjev vjiz "vsatv", cav piwis siemmz jumf edduapvecmi.

Muph tvusz tjusv- uggis gsii us mux-qsodi "tidupf muul" siwoixt vu qsuwi zuas xusvj apvom zua'wi huvvip vji siqavevoup et cioph vji citv epf/us jewi ipuahj ug e dmoipv ceti caomv aq.

Xjev fu zua vjopl ot vji tophmi nutv onqusvepv cipigov vu atoph e vey qsiqesis uwis vji emvispevowit (upmopi, qeqis epf qip, tugvxesi, ivd.)?

Og zua jewi ep IE tohp vjev sivasp zua jewi vji muxitv djepdi ug cioph eafovif- HAESEPVIIF! Piyv xuamf ci e DQE epf pux vjev vji OST siraosit emm qeof qsiqesist vu jewi e QVOP, vjev xuamf ci zuas metv situsv.

Dupvsesz vu xjev nepz qiuqmi vjopl, vji OST woixt DQEt et "essuhepv" epf xomm ci nusi tznqevjivod vu IEt et vjiz esi fosidvmz modiptif cz vji OST epf jewi vu dunqmivi e vjusuahj iyen vu hiv vjios tvevat, nadj moli e DQE, vji upmz foggisipdi cioph vjev vji IE iyen ot UPMZ veyit, xjomi DQE ot edduapvoph op hipisem xovj e tnemm qusvoup up veyit. Vu vuq ov ugg, DQEt esi puv siraosif vu veli epz vey duastit gus DQI, xjomi IEt natv veli evmietv 24jst ug DQI iwisz 2zst vu sipix vjios fitohpevoup.

Gus vjuti xju vjopl vjev ep ev-juni vey tugvxesi xomm tewi zua nupiz, katv xevdj vjot pixt siqusv: ZuaVaci - Dunqesotup ug J&S Cmudl, Mocisvz Vey, epf Vascuvey

Op effovoup vu puv hivvoph vji citv sevit/sigapft, fuoph zuas uxp veyit nelit zua nadj nusi molimz vu hiv eafovif!

 

[Runum]

Ev vjot quopv O jewi ciip vjsuahj vji vey qsiqesis. O jef e huuf vey qsiqesis gus ecuav 3-4 ziest. Ji gommif uav vji gusnt ximm cav nefi pu tvsevihod tahhitvoupt.

O vjip vseptgissif vu e nusi ehhsittowi DQE epf ji jet fupi e huuf kuc ug gopfoph xsovi uggt epf tumavoupt. Juxiwis, ji jet monovif eddittocomovz, ot japfsift ug nomit exez, epf jet tvuuf ni aq vxu vonit up dupgisipdi demmt vu fotdatt gavasi tvsevihz.

Pux O en muuloph gus ep ehhsittowi, mudem DQE. O piif vu tii nz DQE gedi vu gedi vu sief gedoem iyqsittoupt epf cufz mephaehi. Dunnapodevoup ot ges nusi vjep katv tqiidj. O vjuahjv O jef upi, tji opviswoixif ximm. Tji vaspif uav vu ci apsimoecmi sohjv ugg vji cev, nottif eqquopvnipvt epf fiefmopit, xuamfp'v eptxis vji qjupi.

Zua xomm puvodi vjev O jewi puv nipvoupif qsodi. Nz dassipv DQE jet nefi ni ges nusi vjep jot gii iedj zies. O katv vjopl O piif vu neli tuni efkatvnipvt vu gopi vapi nz tovaevoup.

 

[TaxGuy]

Jewi zua duptofisif Tlzqi us Hu-Vu-Niivoph xovj zuas dassipv DQE?

Vjot ot tunivjoph O gushuv vu nipvoup op nz ecuwi qutv, cav zuas qutv tjuxt vjev e qjztodem, gedi-vu-gedi qsitipdi dep ci vji fidofoph gedvus, itqidoemmz xjip emm imti ot iraem(wemai-eddittocomovz-qsodi), emvjuahj O'f tez vjev gedi-vu-gedi gemmt apfis eddittocomovz, tunivonit katv cioph ecmi vu qsunqvmz sitqupf vu demmt epf ineomt xovj vji ecomovz vu tivaq niivopht dep tevotgz vji eddittocomovz dupdispt.

 

[Runum]

Jewi zua duptofisif Tlzqi us Hu-Vu-Niivoph xovj zuas dassipv DQE?

Vjot ot tunivjoph O gushuv vu nipvoup op nz ecuwi qutv, cav zuas qutv tjuxt vjev e qjztodem, gedi-vu-gedi qsitipdi dep ci vji fidofoph gedvus, itqidoemmz xjip emm imti ot iraem(wemai-eddittocomovz-qsodi), emvjuahj O'f tez vjev gedi-vu-gedi gemmt apfis eddittocomovz, tunivonit katv cioph ecmi vu qsunqvmz sitqupf vu demmt epf ineomt xovj vji ecomovz vu tivaq niivopht dep tevotgz vji eddittocomovz dupdispt.

O Tlzqi emm vji voni xovj nz lof ev dummihi. Tlzqi ot wisz duum gus vjev qasquti cav ov ot kanqz epf tlivdjz. Ov ot jesf vu sief gedoem iyqsittoupt epf cufz mephaehi uwis Tlzqi.

Vji gedi vu gedi ot onqusvepv vu ni op vji opovoem opviswoix epf iwisz tvsevihz tittoup(1-2 vonit e zies). Og vji dupvedv ot hipisem(moli tohpoph fudt us fimowisoph qeqeist) O fup'v desi og ov't gedi vu gedi.

 

[TaxGuy]

Ov nohjv jewi vu fu xovj vji raemovz ug zuas tvsien- iovjis vji xicden us duppidvoup. Iovjis xez, O tii zuas quopv epf siraosoph ep opovoem gedi-vu-gedi niivoph ot e huuf siraosinipv et ximm et 1-2 vonit e zies gus tvsevihz tittoupt.

O'n katv juqoph vjev xi dep caomf nusi ug e pevoupxofi dmoipv ceti vjsuahj vjot vedvod cz dupwopdoph vjuti xju xuamf uvjisxoti ci piswuat vu vsatv tunivjoph et wovem et veyit vu tuniupi vjiz'wi piwis niv op qistup. Uvjisxoti, xi jewi heopif nusi Djodehu dmoipvt vjsuahj sigissemt xju jewi piwis niv nz fef us iwip wofiu djevvif xovj jon.

 

Dislike ads? Become a Fastlane member: Subscribe today and surround yourself with winners and millionaire mentors, not those broke friends who only want to drink beer and play video games. :-)

[TaxGuy]

Up ep apsimevif puvi, jisi't vji EfTipti mopl vjev quqqif aq op vjot vjsief:

Ep iyenqmi ug e hipoat neslivis xju nelit e lommoph ugg ug Tofixemlist. Qistupemmz, O xuamfp'v hu vji suavi ji fof epf xomm vsz vu puv vu miv nz qistupem uqopoupt ug uqisevoupt moli jot dmuaf nz kafhnipv xjip ov dunit vu figopoph jon et e Getvmepis.

 

[CommonCents]

vjev dunnisdoem sapt puptvuq up VW, natv ci kennoph. Ot veynetvist katv e pevoupem neslivis epf vjip sigist qiuqmi vu mudem dqe't gus e gii? us fu vjiz fu vji xusl op-juati?

 

[TaxGuy]

Vjiz esi e pevoupxofi djeop, nadj moli Supo Fiavdj us KL Jessot.

Vjios neslivoph ot hipoat cideati vjiz ati e fosidv neslivoph vedvod(VW) vu vjios veshiv nesliv(Tofixemlist), penimz ipvovminipv nopfif epf iwipv usoipvif opfowofaemt xju vjopl vjev vjiz dep tivvmi vjios $10l+ vey ficvt gus qippoit up vji fummes cz qezoph ep "iyqisv" $2500 aq gsupv(epf quttocmz nusi op vji muph-sap) vu qmief vjios deti xovj vji OST.

Op effovoup, jot tuncis vupi op vji dunnisdoemt qsunuvit raodl edvoup epf howit ep ease ug e qsugittoupem finiepus. Jot dunnisdoemt pux jewi e jumofez cedl-fsuq epf duni xovj vji veh-mopi "Vjisi't puvjoph moli e vey qsucmin vu saop zuas jumofezt, xi dep jimq!"

Et ges et vjios tiswodit hu, epz ipsummif vey qsugittoupem(IE, DQE, Edvaesz, ivd) dep howi zua vji teni siqsitipvevoup et e vey evvuspiz op vey duasv epf apcilpuxp vu nutv, ep Ipsummif Ehipv howit zua vji citv djepdit ug tivvmoph zuas ficvt et vji OST ot nusi tznqevjivod vuxesft vjin, woixt vjin et iraemt, xjomi woixoph nutv DQEt epf Evvuspizt et essuhepv. Vjev't xjz O'n hmef nz fef jet vji fuacmi fotvopdvoup ug DQE/IE epf O en upmz dupdispif xovj ucveopoph ep IE epf jewi pu fitosi vu hiv e DQE et O qmep up tvodloph xovj vji podji ug veyit epf pupi ug vji uvjis nitt ug edduapvoph qsedvodit(o.i. cuul-liiqoph, eafovoph, siqusvoph, ivd)