DIY Taxes vs. Professional Tax Preparation
Originally recorded on February 1, 2014, on 1380 KTKZ in Sacramento.
In this episode of TaxSense: Keeping What’s Yours, Owen Arnoff compares do-it-yourself tax preparation with working with a tax professional and looks at several issues taxpayers face during filing season.
Owen is joined by Justin Elliott and Ryan Mason for additional financial-planning and retirement insight.
Topics include:
• Whether to file your tax return early or wait
• The Super Bowl and taxes
• H&R Block, Liberty Tax, and the retail tax-preparation model
• An extraordinary $862,000 tax refund
• How to obtain tax return transcripts
• Tax mistakes taxpayers may not realize they are making
• Four steps toward a successful retirement
• Whether life insurance is simply an expense or can play a broader role in financial planning
• The Super Bowl and taxes
• H&R Block, Liberty Tax, and the retail tax-preparation model
• An extraordinary $862,000 tax refund
• How to obtain tax return transcripts
• Tax mistakes taxpayers may not realize they are making
• Four steps toward a successful retirement
• Whether life insurance is simply an expense or can play a broader role in financial planning
This episode has been restored from the original TaxSense radio archive as part of an ongoing effort to preserve the program’s 2012–2014 broadcast history.
Creators and Guests
Host
Owen Arnoff
Owen S. Arnoff, EA, NTPI Fellow, is a tax practitioner, educator, and industry thought leader focused on tax planning, practitioner judgment, and professional education. An Enrolled Agent since 2008 and an NTPI Fellow since 2011, Owen has worked across taxation, financial services, business ownership, insurance, investments, real estate, and advisory practice over a career spanning more than four decades. He is the creator of 1040.guru, a practitioner-focused tax-planning platform, and the publisher and host of Tax Practitioner Intelligence, a media and publishing series built around real cases, better questions, authority-grounded analysis, implementation, and professional judgment. Owen was the host of TaxSense: Keeping What’s Yours, a Sacramento-based tax and financial radio program broadcast on 1380 KTKZ during 2012–2014. The restored TaxSense archive preserves those historical programs as part of his broader work in tax education and public communication.
