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http://www.openvoc.eu/poi#funnyReviews
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http://www.openvoc.eu/poi#usefulReviews
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  • I moved to AZ from CA in 2012, and coincidentally, my CA preparer retired at the same time, so I had to find someone here ASAP, and saw some of the previous YELP reviews. Tom was easily able to handle my federal return as well as both the CA and AZ returns. He caught a couple of deductions that I had overlooked (and then he explained them to me in detail, citing the specifics of the law, and why they were completely allowable). In addition, he answered a lot of questions about my goal of early retirement, and gave me great guidance about how to structure my finances for a stable flow of income. He analyzed the issue of when to take Social Security (and the answer can be different for all of us, based on dozens of different factors), and set me on the right track there. He's also available during the course of the year for many what-if questions: 1) Should I refinance my mortgage? 2) Is it better to just make additional payments in order to retire it sooner? 3) At what point is the standard deduction greater than my mortgage interest? 4) How much can I earn and not lose any of my Social Security when I'm under 66? 5) When and how does my Social Security become taxable based on other income? 6) For additional retirement income, do I draw on taxable or non-taxable IRAs first? 7) Should I open a regular or a Roth IRA this year? 8) When should I consider converting some/all of a regular IRA to a Roth? 9) When can I reasonably afford to retire? You get the idea--so many financial decisions today can have a lot of impact on a person's overall situation. Tom and his staff are knowledgeable, efficient, and very pleasant to work with.
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