
WHIO-TV: Over 1 Month Until Tax Deadline; How to Make Your Refund Work for You
“I’m buried already, and it’s a good thing,” said Rob Burnette, CEO at Outlook Financial Center in Troy.
“I’m buried already, and it’s a good thing,” said Rob Burnette, CEO at Outlook Financial Center in Troy.
Rob Burnette, financial advisor and registered tax preparer at Outlook Financial Center stated that the most common scenario where this question comes into play is when the child has a part-time job while in school.
At CNBC Select, we work with experts who have specialized knowledge and authority based on relevant training and/or experience. For this story, we interviewed Rob Burnette, investment advisor and professional tax preparer at Outlook Financial Center.
Even if you use tax preparation software, be vigilant, says Rob Burnette, an investment advisor and tax preparer at Outlook Financial Center in Troy, Ohio.
"If you don't make a payment on those taxes within 30 days, you're going to get a letter from the IRS. It says, 'Hi, you owe X number of dollars. You haven't paid them yet.' But it will come in a letter. I want to emphasize the IRS is never going to reach out to you by phone," said Rob Burnette, CEO, investment advisor representative and professional tax preparer at Outlook Financial Center.
Rob Burnette, the CEO of Outlook Financial Planning in Troy said that this time of year is when they’re busiest. “We usually forgo sleep. That’s the standard joke in our industry,” Burnette said.