Sandy M is an amazing Tax Pro/CPA! She was so patient and Kind and one of the best ones I have ever received help from. Actually, she is the best!! I was so pleased with her patience, kindness, knowledge and generosity! She is so deserving of any bonuses or raises that you offer. thanks so much Sandy!
Still love the product after more than 20 years. I've noticed the last two years that even if an opportunity to decline the preparation of an extension is selected, that a review form (and the fact that it is incomplete) shows up in the review of the final tax returns just before e-filing or printing... even if the filing is occurring before the filing deadline. I note that during the review process, a form and an instruction always appears suggesting that the users checks for overridden fields. I've never seen an overridden field indication or other instruction of how to identify any such fields.
I am a long time, very satisfied user of Turbo Tax for my personal taxes. Now I need to prepare trust returns. The lack of functions I am used to in the personal income tax program was very frustrating. For example, the business version does not allow for uploading brokerage statements. Also there is no running computation of tax liability in business version. Not all data transferred from previous year returns. Pretty annoying to have to use "form" screens to enter data manually. So basically I paid $190 for federal 1041 and $55 for state forms and very little of the functionality I am used to with Turbo tax. Don't plan to use next year.
First time filer for my s-corp and although a bit aprehensive since it was new and I wanted it to be right, I felt confident with the step by step directions that I did it correctly.