Personal Finance and Investing

I do not have the skills to evaluate a tax return and find an error. I suppose it's possible I've paid more than I should because of my lack of knowledge.

I don't bring a shoe box full of receipts, but the statements I get from the various accounts I have that will be included in my tax filing. Again, I recognize that I could probably do my return myself, but I am personally very happy to pay my tax guy.

In the semi-distant past my returns were VERY complicated. I had an account at Merrill-Lynch and they did lots of transactions every year that needed to be looked at. Then my M-L guy went with a different, small firm, and I went with him. He changed around my investments, they are much simpler and more profitable. I know that financial advisors are looked down upon here, but I am extremely happy with mine.

And it does sound like you got good advice from that CPA. I'm glad, as I'm sure you are.