Ed, for SIMPLE W-2's and 1099-R's, I completely agree.
But, if you have the need for a financial advisor (stocks, bonds, mutual funds, capital gains/losses, trusts, etc.), you may need one of those products. I use TurboTax (the application), my financial advisor uses TurboTax (online). TurboTax (the application) cost less than $70, my CPA used to charge $300 to $400.
I work at a CPA firm, and your advice is sound. Thanks for sharing.
Ed, for SIMPLE W-2's and 1099-R's, I completely agree.
But, if you have the need for a financial advisor (stocks, bonds, mutual funds, capital gains/losses, trusts, etc.), you may need one of those products. I use TurboTax (the application), my financial advisor uses TurboTax (online). TurboTax (the application) cost less than $70, my CPA used to charge $300 to $400.
Just helped my youngest file free! Piece of cake!