I've been doing my own taxes for years now, but want to hire a tax accountant this year to see if they can help me find some tax breaks that I may be unaware of. I've been participating in a stock plan with my company for years and sold a lot of stock last year (to diversify and transfer it into mutual funds). This is the first year that I've had to file capital gains. I filled out the tax forms and based on where I think I should be, I've probably done it all wrong. We're talking about a difference of possibly $10,000 to federal and state (difference between what I guessed it to be versus what the forms are showing me). It's worth hiring a professional this year.
I want to find an individual, not a company like H&R Block, that really knows the tax codes and will work with me to find every deduction that I can possibly take. I went to the online H&R Block site and filled out the forms online (like a Turbo-tax) and it already has shown a savings of $7,000, but I suspect that there is more out there. I don't want to sell stock to pay my tax bill this year - that money is for my retirement.
How does one find a good accountant? What are good questions to ask when you call and interview them? Any ideas? What charges can I expect to pay for a moderately complex filing?
I want to find an individual, not a company like H&R Block, that really knows the tax codes and will work with me to find every deduction that I can possibly take. I went to the online H&R Block site and filled out the forms online (like a Turbo-tax) and it already has shown a savings of $7,000, but I suspect that there is more out there. I don't want to sell stock to pay my tax bill this year - that money is for my retirement.
How does one find a good accountant? What are good questions to ask when you call and interview them? Any ideas? What charges can I expect to pay for a moderately complex filing?