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CPA, Esq, LL.M (tax)

Employee Tax Expert

Enrolled Agent with 46 years of experience in all phases of tax

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Requirement for Bank Account information for Refunds

I submitted a 2025 return for my 93 year old mother without realizing there is now a requirement for all refunds to be direct deposit. She has always received a paper check and has no online account. Is there a way, other than the hassle of setting u... read more

2025 TurboTax Premier - Explanation Statement of Amortization of Domestic Research and Experimental costs

This Explanation Statement - "Filed PURSUANT TO SECTION 6.02 OF REV. PROC. 2025-28" was just added to my 2025 Federal Tax Return randomly. I tried deleting, but it keeps on popping up... I'm planning on using the standard deduction. IS this a TurboTa... read more

worst experience of my life

this was the worst experience of my life as a user, my expert messed up my taxes, took days to respond to my questions, now my taxes are a week late and im being told ill be refunded so i can do my taxes myself, **bleep**ty ass company and help never... read more

Where are my taxes

WI Schedule U issues

WI Schedule U does not seem to work properly in Turbo Tax. For a retired person doing Roth conversions in 4th qtr. only. I don't believe Turbo Tax asks anything about the Q1 thru Q4 income. I typically use just section 4 of Schedule U. Turbo tax real... read more

Turbotax has added Other income (-$68k) and Other Taxes (+$30k) to my return that I didn't enter, and it won't tell me where it came from or how to fix it!

This is crazy. Turbotax is saying I owe $63k in taxes, when it should be less than half of that. When I asked the chat, it broke it down in a way that included -$68k in "other income" and an additional $30k+ in "other taxes". I didn't enter anything ... read more

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Requirement for Bank Account information for Refunds

2025 TurboTax Premier - Explanation Statement of Amortization of Domestic Research and Experimental costs

worst experience of my life

Where are my taxes

WI Schedule U issues

Turbotax has added Other income (-$68k) and Other Taxes (+$30k) to my return that I didn't enter, and it won't tell me where it came from or how to fix it!

I am disabled and dont have tax returns and want to apply for fee waiver i cant afford 129 dollars

Do i add my employee state taxes withheld to my retirement taxes withheld?

Can I files 1041 for estates?

Refund was accepted on 4/16&,it's way past 21 days,n it's site has no information Where is my refund

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