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turbotax expert services

Prior to becoming the TurboTax Blog Editor, she was a Technical Writer for the TurboTax Consumer Group and worked on a project to write new FAQs to help customers better understand tax laws. She could also be seen helping TurboTax customers with tax questions during Lifeline. For Lisa, getting timely and accurate information out to customers to help them is paramount. This is TurboTax’s best phone number, the real-time current wait on hold and tools for skipping right through those phone lines to get right to a TurboTax agent.

Live tax advice service is available for your toughest tax questions; fees may apply. Service, experience levels, hours of operation and availability vary and are subject to restriction and change without notice. See for full terms and conditions. Not available for TurboTax Business customers.

Basiclimited Time Offer

Politely explain how your first call went awry and that you would like a resolution. Keep in mind that customer service representatives have different levels of experience and training and that this agent may be better able to understand your concerns and address your situation. We’ll add a bonus 5% when you put some of your federal refund on an e-gift card. Purchase just about anything from, including gift cards to restaurants, Southwest Airlines, and Starbucks. I’m a fellow user volunteering in this user community forum.

With your clarifications, I can see that you are not a Turbotax “plant”, and are simply imparting what knowledge you have of Turbotax’s deceitful and money-grabbing introduction of LIVE online. EVERY time I put in a request for “Complex Tax Issues” or “Schedule D”, etc., I would always get a CPA or an EA, and everyone of them told me I was entitled to talk to them as I had Desktop. By accessing and using this page you agree to the Terms of Use.

Your expert will prepare your return from start to finish, making sure you get every deduction you qualify for. Now you can hand off your taxes to a dedicated expert who will handle everything, start to finish. We’ll match you with the right expert for your situation, and you’ll securely upload your documents. If you’re not satisfied, return it within 60 days of shipment with your dated receipt for a full refund (excluding shipping & handling). If you’re not satisfied, return it to Intuit within 60 days of purchase with your dated receipt for a full refund. If you’re not satisfied with your purchase and have not filed or printed your return, return it to Intuit within 60 days of purchase with your dated receipt for a full refund (excluding shipping & handling). If by chance the CRA has any questions regarding your return, the TurboTax Expert will be able to reply on your behalf.

I called and yep, they said they couldn’t refund the money. There was nothing I saw that said I was going to pay an additional $50 for the service of asking an expert, who like most of you, was no help at all. Most companies, like say Amazon for one, would give you at least a one time money back. Hell I’d be glad for at least the 20% discount that one of you got, but I have got nothing. I looked for an email so I could write them and the only thing I can do is call and get the same answer, or complain on here and hope someone hears from corporate. Over the many years using Turbo Tax I’ve made payments of more that $700 and this is the last time I’ll be using this program if they’re in the business of stealing from hard working tax filers. With the TurboTax Premier for the desktop it does include product support and tax review, but expert service is not available.

I am including the instructions below to call and speak to a TurboTax specialist if you would like to receive product support. File taxes electronically (e-file) and receive email confirmation from the IRS once your online tax return has been accepted. Then, easily track your tax return to see when your refund will hit your bank account. Turbo, Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Get expert advice and a final review—Connect live on your screen with real tax experts or CPAs for on-demand tax advice and even a final review of your return to guarantee it’s done right. With unlimited tax advice and a final review from real tax experts, staying home doesn’t mean doing your taxes alone.

Click here to read full disclosure on third-party bloggers. This blog does not provide legal, financial, accounting or tax advice. The content on this blog is “as is” and carries no warranties. Intuit does not warrant or guarantee the accuracy, reliability, and completeness of the content on this blog. After 20 days, comments are closed on posts. Intuit may, but has no obligation to, monitor comments.


Stay organized and in control of your finances all year long when you save your tax-related documents in our secure TurboTax Vault. Store everything from tax forms to photos of your receipts all in one place. 24/7 online access to all the tax documents you have uploaded. Access is available through 10/15/2016 or as long as you are a paid TurboTax customer.

  • Intuit may, but has no obligation to, monitor comments.
  • The call is a quick review as to how the program works and you will have to answer a few personal questions (employment, relationship status, etc.) to get started.
  • The desktop version has several advantages including the ability to prepare multiple returns and the popular Forms Mode for direct viewing/editing of forms during preparation, which Online TurboTax does not have.
  • Please keep sharing your experiences so we can continue to improve this free resource.
  • You may use TurboTax Online without charge up to the point you decide to print or electronically file your tax return.
  • If you’re not satisfied, return it within 60 days of shipment with your dated receipt for a full refund (excluding shipping & handling).

When you receive a response, you will get a notification by email and can come back to this tab to find the conversation. Again, they are there to help so feel free to ask any questions you may have. You may need to contact the manufacturer or use a different device with TurboTax products.

File 100% Free With Unlimited Live Tax Advice And An Expert Review

The TurboTax call center that you call into has employees from California, Texas and is open Mon-Fri 8am-5pm PST according to customers. It’s not always clear what is the best way to talk to TurboTax representatives, so we started compiling this information built from suggestions from the customer community. Please keep sharing your experiences so we can continue to improve this free resource. Before calling, make sure that you have before calling, make sure that you have gathered relevant documentation. This might include previous year’s tax returns, W-2s and other tax forms, billing statements, order confirmation emails and any previous correspondence between yourself and TurboTax regarding your concern.

turbotax expert services

This phone number is TurboTax’s Best Phone Number because 109,458 customers like you used this contact information over the last 18 months and gave us feedback. Common problems addressed by the customer care unit that answers calls to include Return issue, Account access, Technical support, Tax Question, Complaint and other customer service issues.

Get one-on-one guidance from our credentialed tax pros all year long. Our experts are standing by to answer any tax questions you may have, review your tax breaks like EITC, and give you tips on how to earn an even bigger refund next year.

You’re essentially getting professional advice at a reasonable cost. I personally find that to be a good value, especially since you don’t need to leave your home. TurboTax customer service representatives are not tax or legal professionals and they cannot provide advice on tax matters.

turbotax expert services

We’ve created these shortcuts and apps to try to help customers like you (and ourselves!) navigate the messy phone menus, hold times, and confusion with customer service, especially with larger companies. And as long as you keep sharing it with your friends and loved ones, we’ll keep doing it. Another option is to try out TurboTax’s online forum. Experienced users of the software are on this forum and are available to offer suggestions on using the software and resolving any problems that you might have. If you are working with a tax professional through TurboTax, you are likely going to need to work with that individual regarding issues that you are having with their advice. Customer service representatives are not in a position to contradict the advice provided by a tax professional.

Under Documents, you will be able to download anything your tax expert sends you to fill out, and upload it again as requested. You will also be required to upload a copy of your ID at the beginning to get started. Next Steps is where you will receive notification for, you guessed it, next steps. Think of this as your to-do list for your tax expert.

Desktop Premier also includes a state program, while in Online Premier, a state return is an additional $50. If you are using Online TurboTax, the list of features you provided does allow you to talk to a “TurboTax specialist.” That does not necessarily mean you will automatically reach a CPA/EA tax expert. I presume that’s why it says “TurboTax specialist”, but it’s possible that an agent you reach is both a tax expert and product expert or may transfer you. But it’s not the same direct access to a CPA/EA tax expert as the “Live TurboTax” feature provides. Every year, the Desktop version of Premier offers free, tax expert, one-on-one help at any time. The views expressed on this blog are those of the bloggers, and not necessarily those of Intuit. Third-party blogger may have received compensation for their time and services.

Lisa also has been a TurboTax product user for many years and understands how the software program works. In addition to extensive tax experience, Lisa also has a very well-rounded professional background. She has held positions as a public auditor, controller, and operations manager.