All,
2nd year analyst here - got my first bonus in calendar year 2012.
What do you guys do come tax time given that there is now a somewhat complex situation with the taxes (meaning you now have a bonus and want to get the maximum amount of refund back)? do it yourself with TurboTax? H&R Block? Private Accounting firm?
Any comments would be greatly appreciated.
| +228 | Just One More Year | 19 | 1h |
| +180 | Piper Sandler in talks to acquire PWP | 75 | 16h |
| +124 | UBS Appears to be Exploring Sale | 19 | 3d |
| +90 | Paradise Is Paradise | 8 | 1d |
| +80 | Drunk VP. How to manage? | 27 | 2d |
| +39 | How do I take my foot off the gas? (AN1) | 4 | 2d |
| +38 | Lazard US Views 2026/2027 | 13 | 2d |
| +26 | Why did EVR succeed vs GHL or PWP that ended up getting acquired? | 9 | 11h |
| +22 | Mandated 9:00am Arrival? | 6 | 4d |
| +21 | Prestige Upgrade: Incoming Piper Sandler Intern (PWP Merger) | 4 | 5d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
My firm reimburses for normal tax filing services through a CPA. Check your offer letter to see if yours does too. That said, I will find someone local to handle mine. If you don't want to pay for it I don't think just having a salary + bonus is really that complex of a situation as far as taxes go.
Rerum perspiciatis praesentium quasi quas. Quas dicta eum vel. Id aspernatur ut sit laboriosam rerum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...