tax preparation

[Gary Lee Nelson]

Hello all,

This is my first tax year in NM. Does anyone have a recommendation for a tax preparer?
I have non-standard deductions - medical, royalties, mortgage, etc but not really complex.

Gary

[Gary Schiltz]

I've always had good luck just doing mine online using H&R block's web interface. NM's web site for filing state returns was fine the last time I had to do it. As for local preparers, I have used Asa Laws (www.zlscpa.com) for assistance a time or two, and really like him.

;; Gary S.

[Chuck Baldwin]

This probably doesn't apply from the sound of your situation, but if you made less than 50k, the IRS will do it for free. This is why H+R Block and the others are offering the same.

Gary

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[Bruce Sherwood]

We've been very satisfied with the competence of Sandi Shell at
Barraclough (barraclough.com), who has dealt with moderate complexity.
She might be overkill if your situation is very simple. However, when
you move from one state to another, at least the first year is
typically not very simple.

Bruce

[Chuck Baldwin]

Especially in New Mexico. I spent half a year in New Mexico, and half in Florida. New Mexico came looking for tax money on stocks I cashed out in Florida, because the claim was New Mexico was entitled to it since I spent half the year in both locales.

-C

[Maury Brooks]

I have about the same as you and have been satisfied dealing with "Suzanne Smith" <ssmi...@gmail.com> . Hope this helps, Maury

[Bruce Sherwood]

For me the hardest thing to wrap my head around was the "Gross
Receipts Tax" which may be unique to New Mexico. Most states have a
sales tax on the sale of things. The Gross Receipts Tax is charged on
services; this is separate from the state sales tax. For example, if
you're an academic you might receive an honorarium or a consulting
fee. If the work is done for clients in New Mexico, you owe a tax on
this work, but not if the clients are outside New Mexico.

Our accountant insists on having us list all such items on a state
form, and then list them again as "exempt" if the clients are outside
New Mexico. The way I read the documentation, there should be no need
to list the out-of-state incomes at all, but our accountant explains
that if the state sees such income on the federal form to which they
have access but you don't list them on the state form, they may audit
you.

This is my present semi-understanding of what is completely new to
someone coming from another state.

Bruce

On Sat, Mar 17, 2012 at 5:49 PM, Chuck Baldwin
<crystalci...@gmail.com> wrote:

[Morgan Thomas]

Gary Lee Nelson,

Peter Doniger At AARP is great. 505.670.6835.. His email is psdo...@gmail.com
.
He also does taxes at the FFCCollege, I think.

I smile at spring mountains and frown at frozen lakes:This? Not this?
Each little thing is the entire truth, Totsui!

Morgan Thomas
Degrees of Freedom
2386 Camino Capitan, Apt. 1 A
SF, NM 87505-6451
505.920.9499 Mobile
MThoma...@gmail.com