"For married couples, there can be times when filing separately may yield a larger total net refund to the household than filing jointly," says Rob Burnette, a professional tax preparer at Outlook Financial Center in Troy, Ohio.
Rob Burnette, investment adviser representative and professional tax preparer at Outlook Financial Center in Troy, Ohio, tells clients to make the state they spend more than half their time living in the state they want as their domicile.
Rob Burnette, financial advisor and professional tax preparer at Outlook Financial Center, also uses FIAs, considering it a conservative way to create growth while protecting downside.
Maxing out your traditional IRA has a twofold benefit, says Rob Burnette, investment advisor and tax preparer at Outlook Financial Center.
"If you have a simple return with only wages from Form W-2 and take the standard deduction, tax prep software is usually a good choice," says Rob Burnette, CEO and professional tax preparer at Outlook Financial Center.
Moreover, "electronic returns are not susceptible to having pages getting separated or lost entirely as compared to a paper return," says Rob Burnette, investment advisor representative and professional tax preparer at Outlook Financial Center.