Just wanted to recommend a tax preparer for any Socal peoples! I've been going to Loretta Casey for over 8 years and she's great! Really easy to work with, she's in Redondo Beach, and very knowledgeable.

I just saw her yesterday and was in and out of there in 30 minutes. I'm sure it's probably be 45 minutes or so, for new people.

I'm getting a pretty good amout back since we have a condo, were getting around $15K back, but of course, that's going towards bills, savings, and no mods to my G....

I've recommended her to over 20+ people and they all think she's great and are still with her after all these years.

Her info:

Loretta A. Casey, EA
1623 Aviation Blvd., Suite A
Redondo Beach, CA 90278
310-376-2204 work
310-376-2224 fax

Lcaseyea@aol.com

Tell her John Butiu sent you.... and no, I'm not getting any commision or anything, I just think she does a great job.

Thanks,

-John / speedraver

 

$15k?

John, either your allowances are not set properly or you got some other stuff going on. That $15k is like an interest free loan you are giving to the gov't. Change your allowances so that more of the money you make, you keep.

 

by the way, i know tax preparers charge differently based on a case by case basis, but any idea what she charges to prepare a 1040 with itemized deductions?

 

I'm not sure about that, but feel free to give her a call. As for the $15K, I think it's because of the huge mortgage and property tax we paid last year, but I'll be sure to ask her about it.

Thanks!

-John

 

your tax withholdings are really out of whack if you're getting 15k back John . Is she a CPA or a certified tax preparer?

 

She is a certified tax preparer and I just spoke with her and she told me she can set it up so that I break even, get 2K, or whatever I want, at the end of the year.

I just forgot that a while ago I wanted it set up so I get lots back at the end of the year, but I think I'll change it so I keep more of my money, so I can invest it or put it in savings to make some interest.

 

^great idea

but the way the market went last yr, you probably did good just letting the gov't hold it for you

 

^^ With the exception of state tax since our state is too damn broke to be able to afford tax refunds until further notice.