Does anyone use those type of softwares?
I'm weighing using Grunt Work over hiring a tax season temp. Having used Grunt Work on a trial basis I remain unsure.
They do a good job of getting files into order but I'm not sure about trusting their data entry. Firstly I would need to check over their numbers for accuracy. Secondly they don't seem to grasp the full impact of certain numbers. For example if you give then a mortgage statement they will import it but you will need to tell them whether it goes on Schedule A or E etc. Even worse , I'm in NJ, where real estate taxes on your personal home are a deduction. It will not flow to the line on the NJ return without me entering it there. That is just an example
Being that Grunt Work only imports federal forms like a W-2 etc. I suppose I could make a checklist for non automatic entries and would notice if something is not on the return during the review process . Which I would need to do anyway if I hire a temp for tax season. I also calculate the numbers on a separate spreadsheet for each return done in my office as well. And it's a lot easier for me to deal with a software on an as needed basis than a temp. Hence my uncertainty.
Does anyone have experience , insight or recommendation for these type of software?