TurboTax Transforms Assisted Tax Preparation with Launch of TurboTax Live
November 30 2017 - 12:00PM
Business Wire
Credentialed Tax Experts Available On-Demand
to Review, Sign and File a Tax Return
TurboTax, from Intuit Inc. (Nasdaq: INTU), the market leader in
the do-it-yourself tax category – processing over 40M returns last
year alone in the U.S. – is introducing a new way of doing taxes:
TurboTax Live. Combining the ease of use and technology of TurboTax
software with a nationwide virtual network of credentialed tax
experts, TurboTax Live delivers confidence and expertise to living
rooms across the country, on demand.
Designed for the millions of taxpayers who want expert help, but
also want to save time and money, TurboTax Live has built an
extensive network of thousands of credentialed tax experts,
including Spanish speaking experts, all of whom are Certified
Public Accountants (CPA), Enrolled Agents (EA), or Practicing
Attorneys with an average of 10 years of tax preparation
experience, ready to help people file their taxes with confidence.
Experts are available on-demand via one-way video throughout the
TurboTax assisted tax preparation experience to not only provide
personalized advice and answers, but also a one-on-one review of a
customer’s tax return – including the ability to sign and file if
needed – giving taxpayers the confidence that they are getting the
biggest refund they deserve and their taxes are done right.
In today’s world, consumers have a range of on-demand offerings
available at their fingertips, from everyday needs like food
delivery and dry cleaning to professional services such as legal
and medical advice. Getting personalized guidance and expertise
from a credentialed tax expert, even for complex filing situations,
shouldn’t require consumers to leave the house.
“For more than 30 years, TurboTax has been the trusted leader in
online do-it-yourself tax preparation,” said Dan Wernikoff,
executive vice president and general manager of Intuit's TurboTax
business. “With TurboTax Live, we’re going beyond DIY, by
leveraging the power of technology and our virtual network of tax
experts to enable an entirely new assisted experience. Now
taxpayers can have their return reviewed, signed and filed, by a
credentialed tax expert without leaving their living room.”
TurboTax Live includes:
- Expert Review: An experienced
CPA, EA, or Practicing Attorney is available to review the
customer’s return, give approval to file, and, if needed, the
credentialed tax expert can review, sign and file a customer’s tax
return. An experienced CPA, EA, or Practicing Attorney is available
to review portions of a customer’s return, giving the customer
confidence to file on their own, and, if needed, the credentialed
tax expert can review, sign and file a customer’s tax return on
their behalf.
- By your side: On-demand access
during business hours to personalized tax advice and answers by a
credentialed tax expert. With the simple click of the “Expert Help”
button, customers can connect with a TurboTax Live credentialed tax
expert using one-way video technology.
- File with confidence: TurboTax
Live comes with a Maximum Refund Guarantee - our online tax experts
help find deductions so taxpayers can get the biggest refund they
deserve. Additionally, TurboTax offers a 100% Accurate, Expert
Approved Guarantee for any tax return that is reviewed and signed
by a credentialed expert.
“I file my own taxes normally and have used other methods. This
is the easiest I have come across,” said early access TurboTax Live
customer Renee Gaspar. “Not only does TurboTax walk you through
every single step, they also make it easy to get additional info to
help you better understand why items may have been changed or
suggested to be changed. Nothing is a surprise, and if I don't
understand, someone is there to help!”
With the launch of TurboTax Live, Intuit has virtualized a
personalized professional service that, until now, has
traditionally been in-person. By combining cutting-edge technology
and a nationwide, virtual network of credentialed tax experts,
TurboTax is looking beyond DIY to transform assisted tax
preparation to provide everything customers need to file taxes with
confidence.
“As our offering evolves and our tax expert network grows, the
vision is for TurboTax Live to act as a platform to enable our
credentialed experts to do customers’ taxes for them from start to
finish,” added Wernikoff.
Pricing and Availability
TurboTax Live is available now at www.TurboTax.com and includes
all personal federal tax situations for $149.99.
TurboTax Online products are available today and will include
the option to add an Expert Services by TurboTax Live bundle,
giving customers priority access to tax experts and the ability for
a credentialed tax expert to review the return and sign the return
before filing.
Taxpayers can file now with TurboTax and their return will be
held securely and submitted when the Internal Revenue Service
begins processing e-filed returns in January.
About Intuit
Intuit Inc. is committed to powering prosperity around the world
for consumers, small businesses and the self-employed through its
ecosystem of innovative financial management solutions.
Its flagship products and services include QuickBooks® and
TurboTax®, which make it easier to manage small businesses and tax
preparation and filing. QuickBooks Self-Employed provides
freelancers and independent contractors with an easy and affordable
way to manage their finances and save money at tax time, while Mint
delivers financial tools and insights to help people make smart
choices about their money.
Intuit's ProConnect brand portfolio includes ProConnect Tax
Online, ProSeries® and Lacerte®, the company's leading tax
preparation offerings for professional accountants.
Founded in 1983, Intuit serves 46 million customers in North
America, Europe, Australia and Brazil, with revenue of $5.2 billion
in its fiscal year 2017. The company has approximately 8,200
employees with major offices in the United States, Canada, the
United Kingdom, India, Australia, Israel and other locations. More
information can be found at www.intuit.com.
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version on businesswire.com: http://www.businesswire.com/news/home/20171130005355/en/
Intuit Inc.Lisa Greene-Lewis,
858-215-7787Lisa_Greene-Lewis@intuit.comorDebra Hammer,
858-215-7568Debra_Hammer@intuit.com
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