senseibrittany OP t1_iyfbtex wrote on November 30, 2022 at 11:38 PM

Reply to comment by debbiewith2 in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

No

senseibrittany OP t1_iyf04wo wrote on November 30, 2022 at 10:13 PM

Reply to comment by woodstock99forlyfe in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

Ok.... but couldn't we do this Jan 1 with the actual numbers instead of estimates and call it my return instead of my mock return?

senseibrittany OP t1_iyezzkf wrote on November 30, 2022 at 10:12 PM

Reply to comment by No_Tension_280 in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

I max out my 401k

senseibrittany OP t1_iyezx7l wrote on November 30, 2022 at 10:12 PM

Reply to comment by rpsg0534 in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

Thanks for your insights. I guess I'm having a hard time understanding how crunching a bunch of numbers based on estimated revenue and expenses and then redoing them with the actual numbers doesn't create some double work. Also, we're only 31 days from being able to do all of this with the actual numbers.

I should also point out that I have the world's least complicated business. I could put all of the info together that she needs to do my taxes in maybe 2 hours.

Yeah, I asked her about it and her response was super vague: "You can do an additional year-end payroll to pay additional taxes. That’s why we do planning now too." That was the entirety of the message.

senseibrittany OP t1_iyew0yp wrote on November 30, 2022 at 9:45 PM

Reply to comment by [deleted] in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

Yes

senseibrittany OP t1_iyevloo wrote on November 30, 2022 at 9:42 PM

Reply to comment by No_Tension_280 in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

Sorry if I'm ignorant here, but I don't know what this means.

senseibrittany OP t1_iyevidw wrote on November 30, 2022 at 9:41 PM

Reply to comment by [deleted] in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

I already have a 401k and max it out.

senseibrittany OP t1_iyetsdk wrote on November 30, 2022 at 9:30 PM

Reply to comment by dmaxd123 in Is my account ripping me off by asking to do a mock return in December? by senseibrittany

I actually run an online business, so my supplies, equipment, etc is basically nothing. Every few years I buy a new laptop... other than that my biggest expense is my accountant.