An article that I wrote recently for
How do I know if I'm paying too much year after year? Thank you.
Am I referring to my relationship with my mother, my kids, my husband, my friends? Do we fight a lot? Have other people noticed and commented? What specific things are on my mind about this? Do I just feel that things aren't right? How long have I felt this way?
With taxes, as in any situation, you need to know the particulars in order to make the right choices, or give correct answers.
I would start by looking at David's last three tax returns. If they were not available, I'd ask what his gross income was last year and what was his net income for that year. Based on his answer I'd ask the next question and then the next.
Dr. David's question is often asked by indies in all professions. You might want to check out this on my website -- How To Ask A Question.