ALM Tax Service

Sep 2021

I had a need to have some financial advice for my 401-k rollover and some other investments and before providing the advice Bill said he would need to review myt ax return. I had prepared my taxes using Turbo Tax as I have done for several years. Upon completion of the review of my tax return Bill had found an alternative tax treatment for one of my tax credits resulting in a higher refund than was claimed by Turbo Tax, increasing my refund by $640.I guess the true cost of using Turbo Tax is more than the price you pay for the software.