There should be references from those around your work. I'd ask others you work with. I have a more simple picture, muddle through on my own with Turbotax. I do agree I may leave a bit on the table with deductions, but I don't want to flag myself over a small gain. I can make hay elsewhere.

With you tax investment question, it starts with all the tax sheltered savings opportunities. The biggies are the 401k/IRA options, 529 plans for kids, 'tax managed' accounts after that, or even 'tax efficient' accounts that limit trading. When teenagers get that 1st job, get them going with a Roth IRA.

Using pretax $$ in a 'heath savings account' can help a bit.