Taxes are still confusing to me. So this year, I’m bringing in a tax expert to help answer questions from iwillteachyoutoberich readers. Plus, there’s a giveaway: 5 people who ask questions will get free tax software and their filing fees waived. This is a special deal for iwillteachyoutoberich readers.
Here’s the deal: David Bergstein is a CPA and tax analyst for CCH CompleteTax. He’ll be guest-posting a few times over the next month to answer any tax questions you have. David’s bio:
David Bergstein, CPA, has 40 years of experience in tax and accounting and is well known as a speaker and trainer in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management, and general operations of the accounting process.
Prior to joining CCH, he held various positions with the Internal Revenue Service and as an accounting professor. In addition to his work with CCH, Bergstein also continues to teach taxation and accounting as an adjunct professor at the college level and is an active volunteer with the IRS’ VITA (Volunteer Income Tax Assistance) program where he teaches tax law.
In addition to being a CPA, he is a Certified Information Technology Professional, a credential granted by the AICPA, and holds a Masters of Science in Taxation. Bergstein also is a member of the Florida Institute of CPA’s (FICPA) Business Technology Section and the Accounting Education and Careers Committee.
Ask a tax question! This is your chance to get free tax advice from someone eminently qualified. If you don’t know where to start with your taxes, or you have an advanced question, ask it here (“How do I pay taxes if I’ve never done it before?” “What are the biggest mistakes people make?” “What should I put for the defaults, like dependents?”) He’ll take a look at the questions and answer the most important questions over the next few weeks.
Plus, 5 people will win CCH CompleteTax passes for state/federal tax return prep and filing. (Special thanks to Mary Jung for helping to coordinate this.)
Note: Your question is most likely to be answered if it’s general enough to be useful to other people.
[Update, 3/21/07]: Part 1 of David’s answers are online now.