Do you guys have any accountants you can recommend?
I’m in Huntington and would drive to Fort Wayne or even Indianapolis
TIA
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Yes. I use these guys, and specifically I deal with Mark Westerhausen. My parent's started using Mark for tax services back the '80s and over the years he's been promoted to their director of tax services.
I doubt Markis the guy doing my taxes himself, but I've got nothing but good to say about him. When I bought my house and used some tax credits, and then when I was selling it to relocate for a job, and when I was working out of state while maintaining my IN residence, he was an absolute asset to have in my pocket to ask all sorts of random questions.
FWIW, this year I didn't even send any actual paper to their offices. I scanned all my stuff, zipped up with a password, emailed, called and gave them the password. So... Once you establish a relationship, you may never actually have to go to Fort Wayne if you don't want to.
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Can't say I disagree with looking over your tax stuff even if a pro does them, but after over 30 years of family history, including my Dad's business dealings and my mom transitioning to retirement, and 0 audits or hassles, I'm pretty confident at this point. I will say that Mark has bailed me out of several stupid things that my employers were doing. NEVER trust that HR got your stuff right...