How do you shop around for a tax filing company? I’ve started investing first time this year and would like to sit down with a tax consultant to file my taxes this year to learn. Considering H&R

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Do it yourself. You may end up saving more money. My investments span 3 countries and tax filing happens in 5-8 states and I typically spend a weekend to file all the taxes. I always cross check the numbers with H&R and Turbo free editions and always find more value with my own calculations

@MK1 how do you do it? Where do you get the calculation formula?

M1 - what are some examples of areas you’ve found additional savings that H&R and TurboTax didn’t? Curious because I may try to solo this year, but multiple rentals gives me a bit of concern

If your taxes are relatively uncomplicated, you could be okay with something like TurboTax.

I went to an account for the first time (bought a house, huge salary jump, backdoor conversions). I also did the taxes on my own with Turbo (didn't file). Came out about the same. However my accountant me advised me on some things and honestly, it took so much less time even with scheduling an appointment in person. Less stress of triple checking my numbers too.

I have been using TurboTax Premier for investing. If you go to Target, Sam’s Club or Costco they’ll usually have $15 off during tax season.

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