Financial Focus: Humans vs. Software Tax Preparers
As a 25-year financial advisor, I am obviously a big fan of tax preparation and planning to be a human process of actually a bigger project called financial planning. Today’s technology allows us to handle many wonderful tasks that outside human professionalism is today. Today, many believe tax prep software and Internet services can provide a do-it-yourself approach to getting your taxes done in 15 minutes and getting a huge tax refund. Such nonsense talk! That’s like saying technology allows for major surgery to happen in the morning and then we can go back to work in the afternoon. Yes, today’s technology