This post is sponsored by H&R Block.
When Garrett and I moved in together, I had a complicated tax situation and I was nervous about filing taxes.
I moved back to Pennsylvania from Ohio, so I had two state returns to add to the pile.
I did some consulting work, so I had a 1099 (or two) and a couple of W-2s since I changed jobs in the process.
Fortunately, our tax status hadn’t changed to married filing jointly yet, so Garrett was able to file his simple tax return.
As soon as January 1 rolled around, the nerves kicked into high gear. I was nervous that I hadn’t received all the documents I should have received. I was nervous that I’d miss the deadline. I was worried I’d make a mistake trying to file taxes. I worried about everything!
Here’s the thing. I was prepared. I prepped a tax prep checklist to ensure I had all the documents in order that I needed.
Come tax season, all the documents arrived in the mail (a little late, though, because of mail forwarding from one state to another).
With documents in hand, I spent a whole day going through online software to file taxes one time as a “dry run.” I pretended as if though I was going to file taxes but I didn’t actually submit.
With the dry run, I felt a little better about filing taxes, so the following weekend, I set aside time to file taxes for real. Despite the dry run, I was still nervous. I was nervous right up to the moment I pushed the button.
In hindsight, I wish I had someone review my tax return before I submitted it. Because I filed taxes online without doing much research, I had no idea what options were out there. I felt fear dominate, so once I had all my documents, I wanted to rip that bandage off ASAP.
Had I done the research, what I would have found is that H&R Block offered the ability to DIY my tax return AND get a tax expert to double check my return. I had no idea, but if I had been paying attention, I would have signed up in a heartbeat.
Why pay extra for someone to check a return?
Because there’s a lot that’s stressful about life. Spending a little extra to NOT be stressed about taxes would have been worthwhile. I probably wouldn’t have had to do that “dry run” either. I’ve since learned about the value of paying professionals for help.
With Tax Pro Review from H&R Block, you get an expert evaluation to ensure an accurate return with every applicable credit and deduction. This is huge! Who else is going to make sure you get the hard-earned money you deserve?
You choose a DIY option to file taxes online, like you probably did last year, but this year, add on the “Tax Pro Review.” You do the normal thing and one of the H&R Block folks will review your tax return before it’s submitted to make sure it’s done properly.
Didn’t use H&R Block last year? That’s OK. There are import options from other companies so that you can migrate to H&R Block.
Here’s why this is such an awesome option.
You can have your cake and eat it, too.
You can sit in your jammies on a rainy Saturday morning and knock out that tax return, DIY style like you have in the past. When you’re ready, you get that expert review to make sure everything is accurate — no need to leave the house because your personal review happens online. I mean, you could go to one of 12,000 offices if you wanted to, but you don’t need to leave the house.
Yes, a real live person will actually review your tax return so you don’t have to change clothes (and it doesn’t get much more personalized than that), no matter which DIY tax option you choose.
Apparently, this Tax Pro Review program has been in place more than a decade but with a different name. *facepalm* I had no idea!
When you’ve got your documents together, visit https://www.hrblock.com/online-tax-filing/tax-pro-review/ to read all about the Tax Pro Review and the DIY options from H&R Block. Rock this tax season!