Yes, things are pretty simple right now, because we take Lisa as a California resident for tax purposes (otherwise I don't think we could file a joint return) and she has no income of her own. If we ever start generating any money out of her video production work (we formed an Oregon LLC for this), things will almost certainly get more complicated.

I like TurboTax. It walks me through things and makes sure I hit all the checklist items. I also do my grandfather's taxes with it (which makes me feel better about paying the money for the program each year), but he also has a simple situation, with just pension income. I used to do a friend's taxes for him as well, but after he bought a house and started a business, his tax situation got more complicated and he (rightly IMO) started consulting a tax professional.