Pete the planner: Complexity is the measure for needing a tax preparer

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One thought on “Pete the planner: Complexity is the measure for needing a tax preparer

  1. When TurboTax started offering an upcharge to allow you to have a brief phone call or chat with a live person to see if you missed anything before you submit your return, that was a great idea. It solves the anxiety problem you described around whether I might have missed something or not. Getting an expert to weigh in, before the finality of pressing the submit button, is worth paying the extra $50 or so. Although I don’t think it’s ever paid for iteself with any findings, so I’m really just paying for the peace of mind every year so far.

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