Looking for a tax advisor/service recommendation and cost information in San Jose-bay area Married filing jointly both claiming 0, but every year we owe a lot of taxes! We have been using Turbo Tax software but this year I'd like to try getting taxes done by a professional to see if we can maximize return/minimize payment.
I get *very confused* on how/what to report for RSUs and ESPPs.
We do not own property, and have income from salary, stock/ETF sales, RSUs, ESPP, Index funds, dividends & interest. There are also stock losses.
We have 401k, Roth IRA, Traditional Rollover IRA, individual brokerage accounts.
Wakarimasen420 replied:
I think this is who I used last year and the year before, and for audit after using turbo tax, with a similar list of items as you... http://www.tcatax.com/