TurboTax vs. CPA: Which Should You Choose?

Thomas Duda, CPATax Planning1 min read

Two Ways to Handle Your Taxes

You can either file yourself using software like TurboTax or work with a CPA.

Both have their place, but they serve different needs.

TurboTax: Simple and Convenient

Best for:

  • W-2 employees
  • Minimal deductions
  • Straightforward returns

Limitations:

  • No personalized strategy
  • Fully dependent on your input

CPA: Strategy and Guidance

Best for:

  • Higher income earners
  • Business owners
  • Multiple income streams

A CPA doesn't just file. They can help you understand planning options and make more informed decisions.

The Key Difference

TurboTax helps you file your taxes.

A CPA helps you evaluate tax decisions based on your facts.

Final Thoughts

If your situation is simple, software may be enough.

If your finances are growing or becoming more complex, working with a CPA can provide significantly more value.

Have questions about your tax situation? Schedule a consultation

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