Diane,
Is there a service available that would allow for us to set up a call to run through this issue together? I did a call with TurboTax rep last year but they did not really provide the level of service that I was wanting (they essentially just told me to update my withholding amounts without any in-depth analysis as to what that amount would be). What I am hoping for is to sit down with a tax expert and run through my previous returns line by line as you suggested and share relevant information about life events that would have contributed to tax changes. I want to try and identify which one of my wife and I’s employers is not withholding enough tax. Or potentially identify other sources of income that may be leading to this increased tax burden. Is that something that is possible and, if so, is there an estimate for how much that might cost? Thank you!
