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I paid 600 usd last year fora tax accountant. He couldn't even do the most easiest part (1040 with stocks and dividend), and after struggling with him we didn't even proceed with the multistate reports I needed. It was complete waste of time and if I didn't check the result it would be also a waste of money and potential criminal action.


1040 filings are not easy at all. incorrectly filed 1040s can lead to things like your investments being classified as a PFIC and taxed at 39.6%


Sure, if a professional struggles with it it's by definition not easy. It was however easier then the complex part: I was moving between states separately from my spouse when we were both working full time. This could not be properly handled by any online service available (yes, I tried at least 4 different) and I ended up with filling forms manually by myself. It should not be this hard in first place. And yes, likely there are a lot of pros who can file it easily but finding anyone who is good in what he is doing is not easy.


OMG, PFIC is a nice pitfall.


You need to find a different accountant, my tax situation is as _least_ as complex as yours and has involved multiple states several times. I've never had an issue with sending him a large dump of files photos and notes and he's worked it out each time.




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