H&R Block

kline kauramaki _{on Google}

Apr 1st, 2024

Terrible experience with the Bee Ridge office... I'm a CPA and the person I worked with, Anna Stepanova, just doesn't understand the tax code, Residency, Domicile, or Michigan returns. My Domicile is in Siesta Key, Fla. I stay here 7 months a year and have filled out the domicile form for Sarasota County, have a Florida drivers license, doctors here, Homestead my Condo, etc. etc. I even gave them my prior year returns for both Federal and Michigan!! and they didnt know they had them, but later found them. Anyway, she told me I had to pay Michigan tax when i'm a Florida resident and have been for years.. She said I have to allocate the income from my 401-k , etc., because I spent 5 months in Michigan! LOL...It was sad.. Thats a pretty simple thing. If you live in Florida for 183 days, which is 6 months and a day and have claimed residency in Florida YOU DO NOT HAVE TO PAY MICHIGAN TAXES unless that income was made in Michigan such a a business there!! My 401-k distributions ARE NOT taxable on the Michigan return! Millions of people do it, yet Anna, doesn't know this. It's amazing really. I even went so far as to call my Prior CPA and tax attorney in Michigan who, of course, confirmed my position. They told me to Run, Run fast! I have a call into the manager, Tim White, but no return phone call.... Now I have to find someone else. My first experience with H&R Block.... all I can do is shake my head!