"It may sound funny, but I have H&R Block do my taxes. I have a girl there who's been handling my taxes for the better part of a decade. She has my past records, knows what to look for, what questions to ask, so I pretty much show up and sign my name at this point. She knows what she's doing."
Terry R., 73
Dallas, Texas
"I do them. I have a financial background and feel comfortable handling it myself. I have a good friend who's a CPA. Every few years, when we have complicated issues pop up, I'll give him a call and make sure I'm handling things the right way. Hey, the IRS hasn't come knocking yet, so I must be doing something right."
Tim H., 62
Los Angeles, Calif.
From the April 01, 2009 issue of Senior Market Advisor • Subscribe!
