You pay a tax professional? Shocking!
How can I say this politely? OK, I can’t. Admins aren’t the best paid people on the planet. Nor do most of us have complicated tax situations. So why are you squandering your hard-won pennies to retrieve the taxes that you overpaid because you weren’t paying attention in the first place? Who are you that you need a CPA, Donalda Trump, E.A.? Seriously!
If you can juggle travel, expenses, meetings, presentations, onboarding, offboarding and the hundred other urgent issues and crazed people you deal with on a daily basis, you can manage to follow step-by-step instructions to tell a piece of software to fill in your tax forms. I’ve gotten better refunds doing it myself than I ever have from a tax pro, and not because I’m good at it. Doing taxes myself makes me think about and dig up more deductions that hauling a shoebox to I & S Clock ever did. Take the leap. You can use the money you save to invite me to lunch. I accept chocolates, too.
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