I expect March 22 was after his date for guaranteeing a return would be timely filed. My date was March 25, and that was for returning clients, not new clients. You were in a tough spot given the timing of your previous CPA becoming unable to do your returns

You did not indicate what was included in your return, so it is difficult to know how much time it may take. If it was truly a simple return, a local HRB office was probably a better option.

The new CPA passing it off to an EA is not unusual and usually completely acceptable. But, either the CPA or EA needs to communicate with the client, even if they just say they are running behind. I had a few returns this year just blow up, and they were returning clients. Unexpected stuff happens.

I expect the CPA and the firm bit off way more than they could handle. For some it is all about numbers, more returns, more dollars. But they fail to realize the hours needed. And with that, returns get handled poorly.

If you filed an extension yourself AND made a payment of tax you expected to be due, wait until Monday to go back to the CPA. The mental and physical fallout from the deadline can take a few days to clear. This was my 38th tax season, and I have been in big (international) and now solo. Getting to the deadline can be brutal. It sounds like the CPA is not solo, so he may get hit with some of the brutality that is out of his control. But if he did leave you hanging and unfiled, I hope his E&O insurance is paid up.

I file separately every year using H&R Block (12 years running). They can show you both options. It might cost more from the CPA. I am paying off pre-marriage tax debt and we wanted to keep everything separate. At the time, the IRS was taking my refunds, so we wanted to maximize what she got. They aren’t doing that anymore, but every year we have HRB calculate it both ways to check. If you share everything, pick whichever works out best overall. If not, make a decision as a couple if this feels uncomfortable for you. I usually pump money into retirement savings and healthcare savings to lower my taxable income.

https://preview.redd.it/sz4hrb0vz5ua1.jpeg?width=1080&format=pjpg&auto=webp&v=enabled&s=e10a2343e8b59fc56237050de9ab9f833a23a810

Monday fun day

ah ok thanks - i couldnt tell that based on the output from HRB

Sounds like the intuit and HRB lobbyists did a good job!

The IRS tool for it is actually free and just as useful without getting that end of prep "guarantee of best return possible if you pay us $34.95" that HRB and TurboTax both do.

To be fair, Congress is lobbied heavily by tax preparation companies.

H&R Block is a registered trademark of HRB Innovations, Inc. TurboTax® and Quicken® are registered trademarks of Intuit, Inc.

They're the ones who lobby congress to keep them from simplifying the tax code. There's no reason Americans should have to calculate their own taxes. The government knows how much we owe. Most countries don't require their citizens to make such calculations. The fact that we do so and penalize those who calculate them incorrectly is insane.

> The tax code is complicated (blame congress, not the irs for that)

Also blame tax preparation services like Intuit, Inc and HRB.

H&R Block is a registered trademark of HRB Innovations, Inc. TurboTax® and Quicken® are registered trademarks of Intuit, Inc.

They're the ones who lobby congress to keep them from simplifying the tax code. There's no reason Americans should have to calculate their own taxes. The government knows how much we owe. Most countries don't require their citizens to make such calculations. The fact that we do so and penalize those who calculate them incorrectly is insane.

Get used to manual entry and OLT.com is $9.95. It's really not that bad. You enter each line once, how long could it possibly take? You only need enter the bolded totals, not the individual breakdown.

The only two with good import are HRB and TT. Who will both gouge you.

Depends on how complex your tax return is - ideally no they’d be the same, but if you have a somewhat complicated return then a run of the mill HRB may not know what questions to ask you

HRB does, but also charges state efile fee

CPA is confident HRB is wrong. Still working on the taxes.

'Made in China' is no longer the cheapest option

Chinese labour is no longer that cheap: between 2013 and 2022 manufacturing wages doubled, to an average of $8.27 per hour. More important, the deepening techno-decoupling between Beijing and Washington is forcing manufacturers of high-tech products, especially those involving advanced semiconductors, to reconsider their reliance on China. https://www.economist.com/business/2023/02/20/global-firms-are-eyeing-asian-alternatives-to-chinese-manufacturing?

https://preview.redd.it/8zatg1uz9zka1.png?width=1080&format=png&auto=webp&v=enabled&s=1e00893ad597997ccb274b803ad33c3a6370f4b1

You may wish to review if married filing separately would be more financial sound for ya'll.

Also, don't necesarily trust HR block or some other tax service, if you hired them and they did your taxes in front of you in like 1-2 hours. I used HR Block a couple of year ago to help with my taxes b/c I'd started a home business in additional to my office job. HRB guy did them all wrong, told me I was getting a $4K refund, filed my return, I got my refund, then 6 weeks later IRS notified me it was all wrong, I had to turn the $4K plus another $800.

I did that, and I was pissed. HRB didn't apologize, although they did re-file the amended return for free. This left me with no confidence in their service.

So I then re-did my taxes myself using TurboTax and quickbooks data from my home business software and wound up with the final, correct return, which was a $1800 refund on my third amended return, which was audited and was confirmed as correct.

With 420K income you are using H&R Block, FFS man, get an accountant. I make a quarter of that and wouldn't let HRB within a mile of my return.

HRB touts Advisors but I don't know how competent they are. Retail HRB learn about ISOs in continuing ed but rarely use in practice.

And I thought maybe you meant their software.

I have everything you listed plus investment/cap gains and side hustle 1099 income.

I do them myself and have no accounting or tax background (IT guy)

Feels like a waste of your money but if you insist on spending it, I’d say anyone but TT, TT once missed some very obvious stuff on my NYS return and would’ve cost me $1,200 had I not double checked them.

I am obviously biased because of that experience.

I used a bunch of different ones before I blew past the income cap for free filings, if I had to pick one, OLT would be mine, I liked it better than HRB and TT.

Thanks for your input. I don’t think it is complicated. W2s, deductions, and rental property. I was trapped by paying $500+ for a bitchy CPA. Then a few years back I tried TT, and been using it ever since. Now I am wondering if I can switch to HRB going forward. I still need some “hand holding”, so that is my first concern, since few people mention TT is better on that department

I'm no expert. I recommend you buy HRB (search Slickdeals for sales) on sale for $25 and compare the two. It's a really cheap one time expense to save yourself so much money going forward if you like it. I actually like it very

You will be able to do what you need with the HRB deluxe download product. You'll have to print and mail your state return

I use HRB tax software, but I haven't filed yet this year. If memory serves me correctly, they usually tell you what the update is for. If that doesn't apply to you, then you can file. If you're uncertain (or it no longer tells you), then you should probably wait.

Suggestion: Do TurboTax, H&R Block and Tax Act. You can do all three of them online easily, quickly and for FREE right up to the point you pay to file. I do all three simultaneously on three browser tabs. When I see that all three of them precisely agree as far as my refund amount I feel pretty confident that amount is accurate. Right? Then I finally go ahead and file using one of them (usually TT or HRB).

Hey do you guys think this will hurt apple AAPL iPhone sales

When collapse and panic?

Excess Deaths 🚀🚀🚀

India https://ibb.co/Ypw32b1

Italy https://ibb.co/7tvwFjC

Spain https://ibb.co/tM3RTvQ

Usa https://ibb.co/3NshW8X

Brazil https://ibb.co/zsxnSDD

Netherlands https://ibb.co/0Bjf0fX

Japan https://ibb.co/YQrRqTc

South Africa https://ibb.co/H24g7K9

Afghanistan https://ibb.co/zfFtydZ

Egypt https://ibb.co/2h5MqHB

Cuba https://ibb.co/smBK1bz

Pakistan https://ibb.co/ByN5cdx

South Korea https://ibb.co/zJkRBS5

Oh, that's a good point. The person from "HR Block" who called me - I told them to cancel the appointment.

I'll follow u/Emily4571962 suggestion and look up HRB website info to call them directly.

I’d go on HRB’s website and find the phone number to call that office location and confirm it was really them, and not a fisher pretending to be them.

I was unfortunate enough to use a HRB store due to waiting until the last minute but wanting to make sure I was filing correctly due to on line gambling winnings and losses. Never again. They had no idea what to do and I ended up paying much more than I had to.

HRB charged me $277, TT advertised a package deal for $28 that included state that later STILL charged me $18 for state and no customer service available whatsoever. Conned once, twice, with TFUSA I STAY! (Plus that whole thing about Intuit CEO priding that he false advertised to vets and got their money anyway left me feel 🤢)

Because it's a loss leader that the tax prep companies (TT/HRB) run so that they can trick users into paying more now (or later) and continuing to use their site long after they've started paying for it.

​

OLT.com is free for fed, $9.95 for state, and updates forms far faster than TT or HRB. Freetaxusa.com is $15. No income limits. You have options.

I'm a tax pro ...couple of things from my perspective:

1. If you have W-2s, a couple of kids, you itemize, and may even have a rental property (with tenants, not one you sold), you will generally be fine with something like FreeTaxUSA. Small self-employment with good books? Could be fine.

2. CPAs get all the love because their professional organization is great at marketing their people, but there are some very fine non-CPA tax pros. Enrolled Agents are tax specialists, and, along with CPAs and attorneys, they have unlimited rights to represent you in front of the IRS. AFSP practitioners are good, too; they have limited representation rights. Many CPAs and attorneys don't even work with taxes. Consider expanding beyond just 'CPA' and you may find a reasonably priced, quality tax professional. You can find some by searching the IRS directory of credentialed preparers.. A good pro is going to run about $250 to $750, depending on area and complexity. It could be more or less, but that is a good range for an individual return.

3. Be careful about 'max refund' claims, or the wprds 'certified' or 'registered' when talking about preparers. The Zirs does not allow preparers to use those terms. Some of us may be 'credentialed' or 'enrolled' by the IRS, but we can'tsay certified or registered (some states do have this designation, though). Make sure any preparer you use signs the tax return and uses their PTIN. A lot of really shady people show up this time of year and vmcause a lot of havoc for people 16 months later.

4. VITA locations have some very good preparers, and I wished more would use them. They are equivalent to AFSP preparers, though I don't believe they have representation rights.

6)The AARP Tax-Aide program is good. They focus on the 50+ crowd, but people of any age can use them.

7. I am not a fan of retail storefront tax chains like HRB, JH, and LTS. If you use one, I would suggest an HRB (the larger offices usually have at least one EA), or ask about who reviews returns before submission. I do know a couple of CPAs who own LTS franchises, but that is not the norm. They used to be okay but went way downhill when John Hewitt went John McAfee. The ones run by credentialed folks should still be okay. I have an opinion on JH, but rules (and libel/slander laws) may prevent me from expressing it.

8. Consider using a pro once to learn how the tax return works. Ask them to explain the basics, particularly if you are self employed. Alternatively, consider taking a tax class from one of those chains. The class will give a very basic overview of the tax system (but doesn't make you qualified to prepare returns or give tax advice, hence not suggesting them for prep earlier).

9. Sold assets, have a partnership or corp, have IRS issues, have foreign bank accounts or income, or some other things that just are a little higher up the scale? Get a tax pro.

Anyway, I'm sure there's more.

not sure about HRB, but your CPA software is tracking all your RE depreciation schedules on all your capx items such as appliances, roofs, windows, etc for all your properties and then these roll to next year. Also, the CPA handles 1031 transaction accounting and tracks that basis as well for tax purposes. I don’t know where the line is drawn, but once you’re past two rental properties, I think you definitely want a CPA. Lastly, and importantly, the CPA should be available throughout the year to answer your tax questions.

Here is one HRB, H&R block.

Tax is not going anywhere and people and businesses pay for it. Covid dip was free money printer. Covid/war or not you and businesses are paying taxes.

I think it's around $30 for another state. With HRB there's a workaround to get the second state for$10-15 by buying another copy of deluxejstate

I’ve researched this and can provide links to various experts.

I processed tax return from 2005-2012 with HRB. I processed thousands of tax returns.

There are scenarios where it doesn’t make sense to pay down. During the last years of your mortgage… you’ve already paid them for your money.

If you convert a house to a rental- no pay down.

If you have a large number of dependents- look closely At pay down.

TBH not sure where I read the 130 figure. Maybe it is fake news? Here is the structure of the deal: https://twitter.com/thealexbanks/status/1523695237935239169?s=46&t=SptkHRb_dRR8VyeAHLLlAA

Have you ever noticed any problems with HRB?

All i ever did was trying to make more money but all i ever got is losses HRB 42p 06/16

$HRB

Someone please write a DD on how HRB is overvalued boomer stonk. Pls guys, i have puts and had to cut back on sugar to save money

I would not trust turbotax or HRB with anything more than filing my tax return, if that. See https://www.reddit.com/r/personalfinance/wiki/financialadvisors/ for advice.

Why is HRB so solid lately? I believe it should be a large dump after earnings, what can it possibly report to sustain such an increase YTD?

gonna sell off my HRB(dbld my $$$, but didn't have a lot invested) and gonna sell off another stock but the ticker is a sekirt because it's a spicy pickle.

#Ban Bet Lost

/u/cashbackpal (4/5) made a bet that HRB would go to 40.0 when it was 45.16 and it did not, so they were banned for a week.

Their record is now 4 wins and 5 losses

^LEADERBOARD - ^FAQ

https://www.youtube.com/watch?v=-bgad3HRb64

https://www.youtube.com/watch?v=-bgad3HRb64

Same. HRB download from Amazon usually < $25.

Long term $HRB puts is the play boys

Why tf would HRB be up?

I was in HRB since it went oversold on the daily chart back in early 2021. I sold it to buy SOXL a few weeks ago.

monday is for $hrb puts 🐻 is what youre trying to say

The IRS has 9 months to study the prospect and report back to congress. If that report recommends implementing a free-filing system HRB will probably take a decent hit.

Filing taxes in US is free, just not online. Go to Post Office, pick paper forms, fill in, go back to post office and send them. You do have to pay USPS to send it but that's for service, not for filing taxes.
So Intuit and H&R will be still in business because almost nobody does it on paper now and the service they provide (guiding you through a maze of IRS rules and regulations) will be still valuable.
Flat tax, consumer tax, - those may kill INTU and HRB but if IRS grows they will prosper.

Buy puts on $INTU and $HRB

>(

Agree. For your info, Mcdonald's does all the research and marketing as to where they are located etc. Burger King and Wendys just look to build as close to Mcdonald's as they can. H&R Block decides to go into town...Liberty Tax and Jackson Hewitt will try to get as close to HRB as they can. Get the idea?

HRB puts free money

Long META, GSK, MCY, 1-800 Flowers. Calls on BABA. Puts on AAPL. Short HRB.

Ban Bet Created: /u/cashbackpal bet HRB goes from 45.16 to 40.0 before 2022-10-02 12:13:14.772625-04:00

!banbet HRB $40 30d

HRB

I've had some bangers for stock holdings that I wish I loaded ny whole portfolio into.

Right now, dare I say INTC and KHC? ...

Look just saying:

1. I almost made 6-figure profits on GME in 2020. Sold far too soon.
2. I doubled my Money on PBT in 2021...
3. More than doubled my money on XOM in 2022
4. Doubled my money on HRB in 2022 ...

also yeah Ive had some dogs too. Not claiming to be a stock wizard or anything

What is the moat exactly? Intuit-ively, it doesn't seem that hard to create tax software or personal finance apps... Also, the valuations for HRB (H&R Block) look much lower. Any major reason for the discrepancy?

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Sale and buy HRB it’s a winner

I only made .60 a share instead of about ten times that if I'd only waited an hour. :C

I also sold my HRB contracts early and I could have made double what I did 😭

I fomo'd into the stock at the top to feel better

HRB (H&R Block, yes the tax company) has gone up more than 100% YtD. I hold a few hundred shares. The current short/float is about 6%.

Does this give it any chance of squeeze?

I have owned 8 tax offices in 2 different tax franchise brands. I am now a franchise consultant who helps people find the best franchises for them.

John Hewitt started Jackson Hewitt. He grew them to 5k offices and then sold his shares in the company. He then started Liberty Tax Service and saw the same success and exited. Liberty has lost significant market share since he left. He is doing it again with a company called ATAX.

Franchising is about selling territories - as you might think, the prime territories are the ones that sell first and those franchisees become millionaires. HRB, JH, and LTS have had their prime territories long sold out - ATAX has only about 100 offices - there are prime territories available all over.

Please shoot me a message if you'd like me to connect you with the CEO of ATAX to chat.

$HRB gets no love on this thread but has been mooning on 0 news.

I bought HRB a year ago in january, forgot about it in my roth, and am up 220% on shares

i need to not look at stuff i buy

I'm up 93% on HRB, the only problem is I only bought 3 shares

HRB is splitting wigs and taking cheeks

HRB is up 60% in the past year for some reason. Calls on crappy tax preparers, I guess.

short RBLX, short HRB

HRB all bad

Very little talk about $HRB on this sub, up for the last 7 days in a row. Anyone else think it's due for a rug pull?

newbie that just did their first rebalance.

VOOG - 41%
META - 18%
HRB - 14%
XPEV - 12%
AMD - 8%
EXC - 4%

Totaling about 100k I had about 20 different stocks previously, a lot of poor performers. Consolidated into a new position in META and added more into VOOG.

When calling the office leave a message. They should call you back when somebody is scheduled to work (1-2 days per week or by appointment only, assuming your office is open during the off season). After they figure out if your taxes were filed or not and prepare an amended return (if needed), you should complain and request tax prep fees refund (satisfaction guarantee), but it takes a while to receive as its processed via HRB HQ.

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Still good time to short HRB. Trading near ATH after having pumped since post tax-season quarterly results

Just shorted HRB. At multi-year high since 5/10/22 beat and upward revision to guidance. Thesis is reversion to mean.

Check HRB. Only -0.8% and almost all time high. My puts are impatient

Shorting HRB

Actually my training was almost as much as a college semester for HRB. 3 full days a week for several weeks. Minimum wage is true. But some of us do it because we love it. You can get a more experienced pro by answering yes to every question they ask when scheduling. TBF I hate the company and didn't go back this year till the last 3 weeks of season since they were drowning. My district manager knows I don't give a shit about sales or numbers and if I don't enjoy it, I won't do it. Every district should have at least one EA. A private one may be better but the benefit of grb8 is you can get it reviewed for free usually.

OLT.com does *all tax forms* and often has them ready before HRB/TT, and it's free for fed, and only $9.95 for state (including efile).

&#x200B;

Freetaxusa.com is the same type of service, except gets forms slower than OLT, and is $15

INTU gonna blow chunks after hours. Been seeing people talk about H&R Block beating, well HRB actually watched their tax season earnings fall 20% YOY, and they have a P/E of 8. INTU meanwhile has a P/E of 46, so a yoy decline might spell a bloodbath.

How will Intuit do at earnings? H&R block killed it but their p/e is way less and intuit is way more diversified. You'd thino they'd jump with HRB after their earnings but they tanked with the rest of the market.

Any thoughts on $INTU earnings coming up? Initially, I thought it’d be pretty bad what with people missing the tax filing deadline in droves, but with $HRB crushing it, now I’m not so sure.

Any thoughts on $INTU earnings coming up? Initially, I thought it'd be pretty bad what with people missing the tax filing deadline in droves, but with $HRB crushing it, now I'm not so sure.

Ok. Well the HRB comment was sarcasm, I use an actual tax prep guy that my parents have also been using for years. So far it's been worth it. Will probably be even more worth it in 2023 at this rate.

80% chance you know more than the HRB person. I’d prepare them yourself on TurboTax. Just know it is a hassle and I’m thinking 80% you or HRB person fills it out incorrectly anyways.

HRB has 11.6 million shares shorted and up 25% in two days. Time to buy in? Can dinosaurs squeeeeze?

Yes Hot Stocks: COIN, BIRD dragged down by earnings news; PLBY, HRB rally

I was an HRB customer for many years, but I hate their (and TT's) upsell and state efile fees. I switched to OLT.com this year after prepping my taxes with HRB/TT/FTUSA/OLT this year to compare all 4 of them, and I will be using OLT.com going forward. Best of luck

Using tax software is usually the way to go. Something like olt.com is only $9.95 for State efile, or if you like download version HRB deluxe can usually be had for $15 on sale including state

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You can definitely paper file your CA return and they are fairly quick to process. Just annoying. I did OLT+FTUSA+HRB+TT this year. Like OLT for the form support, free Amend, 9.95 price, and they actually get the forms ready faster than TT!

I switched to OLT.com this year (HRB download for the past 10 years, this year tried HRBdownload+TTdownload+FTUSA+OLT), OLT was the winner in terms of supporting the most forms, showing me the raw form data whenever I wanted, cost (only 9.95! Including state efile), no extra charge for Amending, and being "good enough" of a UI.

It is not hard at all to input last year's HRB data into OLT, you just have to remember to do it.

Amended returns are a little finicky with HRB download version. I hope you saved it. Here are the exact instructions (that I just tested myself) for how to PDF an amended state return:

Open software

Open amended return

Fed->forms->view 1040x->verify you're in the proper tax return with the changes you want

State->forms->view form you want to print->print-> two radio buttons pop up, "print for filing" and "print as shown" <-- you want to print for filing

If your return says "not for filing" then you are using the wrong button to create your PDF. In HRB you use the "print for filing" button. I've done it, works fine.

https://www.hrblock.com/tax-center/support/software/software-tax-filing/after-filing-software-return/file-amended-tax-return/

The ones you mentioned are good choices, although I’m not a TSLA true believer. But some others are VZ, DOW (Dow Inc., not the index), HRB for stable stocks with nice dividends. SBSW is a little more volatile, but has a massive dividend (5-10%).

All my boomer stocks are up today: XOM, CVX, PBR, CNQ, TECK, SAFM, HRB, MFC.

Hrb software does. TurboTax probably does as well. It might depend on your broker more than anything for those two. I'm sure I imported robinhood trades several years ago, and this year I imported TDA trades.