Of all my (about 20) years of working, this is the first time I've ever had someone else prepare my taxes. It was a bit scary but I thought I had no choice. I do have many clients that are accountants and would be more than happy to assist me, I just completely spaced and H&R Block is literally right around the corner from where I work! Since I was on a bit of a time crunch, I didn't care what the cost would be (but really in the back of my mind I DID). The cool thing about the way they operate now is that they have a price list of services they offer and they are able to see what would fit your needs and give a price before starting the service. I simply went into the office, made an appointment and came back when my appointment was scheduled just 2 days later. I was glad I was able to be seen at my convenience and still in a timely manner. The main reason I needed to seek help elsewhere for my taxes this year was because although I have had my business license for the past 12 years, I failed miserably at filing for said business license lol. I got a letter from the IRS and being the horrible "skimmer" I am, I panicked and thought I might have been audited. But of course it just turns out that I did my taxes incorrectly this year and was missing a form or two or maybe more, we shall see! Karla (who was my tax preparer) was amazing at helping me sign on to the Hawaii Tax website online. She really went above and beyond, I don't think anyone else would have helped me even get to the website. So now with Karla's huge help, I can file all my self employment taxes online and pay by credit card (rack up those miles!). I'm pretty sure she said she wouldn't be sticking around with H&R Block so she could pursue her career which she actually has a degree for (good for her!), but otherwise I would've highly recommended her. As far as the charges go, since most of my tax paperwork was already completed, I wasn't charged as much as someone that came in with just a W2. After Karla reviewed all of my documents, she explained that all I would need to complete is a schedule C and a self employment form in order to be in compliance with IRS standards. She let me know that if I would have her prepare those documents it would be less than doing an amendment. Just to be safe, I had her do the amendment and she gave me the price. She also said if I wasn't comfortable paying that price, I could leave with the information she gave me and I could fill out the paperwork myself, then she would just charge me a "consultation" fee. I really appreciated that she was very transparent and upfront with the fees as well as the services provided and she really did take a lot of time helping me with everything! She was very thorough and organized. Placed all documents that needed to be mailed into an envelope in order of which documents were most important and the rest of the documents followed, stapled nicely into a folder with her business card and then into a huge envelope labeled appropriately for safe keeping. I really need to get my life together! But seriously, all I had to do was seal the envelope, stamp it and drop it in the mailbox. Easy peasy, now I'm awaiting a response... hope all goes well! I'm sure it will, all thanks to Karla!
It was a relief to me that I could count on H&R Block this year. But also a huge eye opener that 1. I have many resources within my business that I really should tap into! 2. My fears of paying ridiculous fees to tax preparers aren't as bad as I initially thought. 3. I need to start being more thorough with my reading of important documents!
I can't speak for the rest of the office as far as tax preparations go, but from everyone I've encountered here, it's all been pleasant. Since my visit was just days away from the deadline, it was very busy and no matter the wait I was just grateful to have a space reserved. So, depending on when you make your appointment, you could expect to wait a while to be seen and also take into account the time it takes to prepare the paperwork overall. In total I would say the initial visit took about 1.5-2 hours going over what was necessary. I was comfortable leaving my paperwork to be finished without me being present so I just came back 2 days later to go over the amendment and final charges, which took another hour or so. It really wasn't bad, but definitely not in and out. read more