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When to Rely on TurboTax vs. Hiring a Tax Professional


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00:00:00.000 | People rely too much on TurboTax.
00:00:01.480 | I view it as if you need your grass cut, right?
00:00:03.880 | Like you don't say like, well, the lawnmower took care of it.
00:00:07.200 | Like you're the lawnmower, like you literally are taking the
00:00:10.380 | tool and cutting your grass.
00:00:12.120 | I think it's an assessment, ideally, you know, an unbiased
00:00:15.020 | assessment of your own skills, right?
00:00:16.940 | Some people just have no business preparing their return.
00:00:20.400 | Even if it's on the simpler side, they will find a way to mess it up.
00:00:23.620 | Just not their thing, being timely.
00:00:25.680 | There's benefits to a preparer beyond the actual knowledge, right?
00:00:29.140 | A lot of times it's like peace of mind, it's just timeliness.
00:00:31.620 | Like it's actually just going to get done.
00:00:33.740 | So assessing your own skills.
00:00:35.140 | And then at that point, I mean, TurboTax is great for whenever you've
00:00:38.540 | got clear tax documents that just need to be input, it will do it perfectly.
00:00:43.100 | I think when, when it's W-2 stuff, like TurboTax is great.
00:00:45.900 | And if anything, they're better than hiring someone who doesn't care about
00:00:49.100 | their return as much as you care about your return, but once you start
00:00:52.860 | going into business or if you're taking any specific tax positions, I would
00:00:56.580 | just find someone that knows what they're doing.