Live Assisted

File confidently, with experts by your side

Get expert help as you go, and your taxes done with
100% accuracy, guaranteed. Finish with an expert final
review so you know it’s done right.

Woman video chatting with Grant, a tax expert with 6 years of experience.
Meet Jennifer, one of our tax experts. She has 13 years of experience.


You can trust our experts


TurboTax Live experts have an average of 12 years of experience and our team of CPAs, tax attorneys, and other experts are always up-to-date on the latest tax laws.

Tax expert Andrew is smiling on a phone screen. A message says “I finished reviewing your taxes” and includes a list of items that have been checked off. The list has income and wages, deductions and credits, California State Taxes, federal taxes, and tax returns and a seal with an expert-approved guarantee.

Know it’s done right with
an expert final review

Our experts will make sure you file 100% accurately and get your maximum refund—guaranteed.

A TurboTax customer on her computer filing her taxes with AI-powered guidance from Intuit Assist and live help from a real tax expert.

Unlimited personalized help

Get AI-powered guidance from Intuit Assist and live help from real tax experts, so you can file with complete confidence.

TurboTax customer is seated looking at the TurboTax app on her phone.

Getting
started
is easy

  • Jumpstart your taxes with last year’s info

    We can use last year’s tax return from another preparer or TurboTax to save you time.

  • Snap. Tap. Done.

    Snap a photo of your W-2 or 1099-NEC and we’ll put your info in the right places.

  • Best of both worlds

    AI-powered guidance from Intuit Assist, plus live help from real tax experts, for 100% accuracy and your best tax outcome.

  • Expert Approved Guarantee

    A tax expert can do a final review of your return before you file to make sure it’s 100% accurate, guaranteed.

Live Full Service

Prefer to have a tax expert
do your taxes, start to finish?

A local expert matched to your unique situation
will find every dollar you deserve and get your
taxes done 100% right, guaranteed
An expert matched to your unique situation
will find every dollar you deserve and get your
taxes done right - as soon as today.

Meet Kitty, one of our tax experts. She has 34 years of experience.

In 2023, 84% of customers who reviewed
TurboTax Live Assisted gave us 5 stars

Frequently asked questions

Learn more about each way of doing your taxes

A TurboTax product specialist can help you, and even draw on your screen to help you get your taxes done. (Ayuda disponible en español.)

You’ll also have unlimited access to the helpful TurboTax community, and a robust set of FAQs and articles if you have questions about doing your taxes.

You can also upgrade to TurboTax Live Assisted to get unlimited help and advice from tax experts or hand off your taxes to a TurboTax Live Full Service expert to do them for you, start to finish.

Don’t worry, TurboTax double-checks your return for errors as you go, and before you file. We also guarantee our calculations are 100% accurate, or we’ll pay you any IRS penalties plus interest.

If you have questions, just ask us. We have knowledgeable agents available by phone* or live chat to answer any questions you may have. (Fees may apply.)

We accept all major credit and debit cards, but you can also choose to pay for your TurboTax fees right out of your federal tax refund. There's an additional fee for this service*.

For TurboTax CD/Download purchases, once you’ve received an order confirmation for your purchase, follow these instructions to download your TurboTax software:

  1. Go to Access my downloads and sign in with the same user ID you used to purchase your software
  2. On Your TurboTax account, select the Downloads tab
  3. Select the version you want to download and save it somewhere on your computer where you can find it
    • If you need help finding your download, we have instructions for Windows and Mac
  4. Install your software by double-clicking the downloaded file
    • If you need help installing, we have instructions for Windows and Mac

E-file and use direct deposit for your fastest refund possible. Federal e-file is included with TurboTax at no extra charge.

You could get your refund up to 5 days early* by filing with TurboTax and depositing it in a free to open checking or savings account with Credit Karma Money™. *Terms apply.

Or skip the wait and get up to $4,000 instantly* with Refund Advance. A no-cost way to get funds in as little as 30 seconds after IRS acceptance. *IRS accepts returns starting late-Jan. Acceptance times vary. You could get funds in seconds, most customers receive funds within 4 minutes of acceptance. Terms apply.

Yes. We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We’ll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS.

If you’ve already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert.

We also offer full audit representation for an additional fee with TurboTax Audit Defense.

No problem. You can have your refund directly deposited into a free to open checking or savings account with Credit Karma Money™. Sign up when you’re ready to finish and file your taxes with TurboTax and begin using your account right away.

Or, you can have your refund mailed in a check. You can receive your refund as a check, whether you’re printing or e-filing. This will take longer than direct deposit.

With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file.

With Live Full Service, you’re matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing.

Our team of US-based tax experts have extensive experience and internal training. They can handle all kinds of tax situations, from simple to complex; and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. We guarantee your taxes are done 100% right, getting you every dollar you deserve.

When you connect live with an expert, you’ll see their specific credentials.

Our tax experts are available 7 days a week from 5 AM to 9 PM PT from the January date the IRS starts accepting tax returns through the April filing deadline.

From mid-April through early January, they’re available Monday-Friday from 5 AM through 5 PM PT.

When you access Live Help, you’ll enter some information about your question. This will help us direct you to the right expert to answer your question. We work hard to ensure that our tax experts are highly qualified to answer a broad range of questions, but if your question isn't answered to your satisfaction, you can ask to be transferred to a new expert.

To be matched with a dedicated tax expert who can handle your taxes start to finish, you can upgrade to Live Full Service.

You can speak to an expert via phone, chat, or live on-screen through one-way video chat (they can’t see you). You can share your TurboTax screen with your expert so they can guide you and answer your questions.

We do our best to match you with the right expert based on the nature of your question. Your tax expert will also have read-only access to your tax return so they can better understand your situation. You also have the option to share your tax documents with your tax expert, if needed. All conversations with our experts are documented in our system, so if you come back with another question, your tax expert can see what was already discussed.

For a dedicated tax expert who's matched to you based on your situation, choose Live Full Service.

With Live Assisted, you prepare your taxes at your own pace and on your own time by answering simple questions about your life and taxes. When you need help from a tax expert, just select the “Live Help” button, and we’ll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen. When you’re done preparing your taxes, you can get a tax expert to review your return to make sure it’s 100% correct.

When you’re satisfied and ready to file, simply pay and e-file or print your tax return.

Your tax expert will be able to see a read-only version of your tax return to assist them in addressing your questions. Your personal information (like SSN) will be masked so the expert can’t see it.

Our software will allow you to securely upload your tax documents to our system. You can give permission through the software to share your tax documents with your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected.

Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (DIY, Live Assisted, or Live Full Service). More complicated tax situations and higher levels of tax expert services will cost more.

If you choose to add other services (like Audit Defense), there may be additional fees.

We’ll always let you know how much you can expect to pay, and we’ll get your confirmation before any products or services are added.

You can review your fees along the way at any time and will see a full balance of your charges before you choose to pay and file your taxes.

Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (DIY, Live Assisted, or Live Full Service). More complicated tax situations and higher levels of tax expert services may cost more, depending on the product you select.

Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like Audit Defense.

With Live Full Service, you’re matched to a dedicated tax expert who will do your taxes, start to finish, and review them with you before filing. Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro. You may see this option after starting with Live Full Service if it’s available in your area.

With Live Assisted, a team of tax experts is available to provide you with unlimited answers and advice as you do your taxes, and can review your return before you file.

Full Service Experts are members of the TurboTax Expert team who will file your taxes for you virtually.

Intuit TurboTax Verified Pros are independent tax professionals who are vetted by TurboTax and offer the option to meet in person (where available). They have their own business and may also offer different or additional services from those offered in TurboTax Full Service.

After you’re matched with your dedicated Live Full Service tax expert, they will share the hours they’re available.

If you need help when your Full Service Expert is unavailable, you can reach our other Full Service Experts 7 days a week from 5 AM to 9 PM PT from the January date the IRS starts accepting tax returns through the April filing deadline. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.

If you choose to work with an independent Intuit TurboTax Verified Pro, the Pro will share the hours they're available directly with you.

You can speak to your tax expert on the phone, through a live one-way video call on your screen (you can see your tax expert, but they can’t see you), or in-person with an independent Intuit TurboTax Verified Pro where available. Your tax expert will ask you questions and provide advice as they prepare your return and get ready to file on your behalf. You can also communicate with your tax expert via the messaging center as needed.

Our US-based tax experts and independent Intuit TurboTax Verified Pros have extensive experience and training. They can handle all kinds of tax situations, from simple to complex and are always up-to-date on all the latest tax laws, from crypto to side gigs and new government credits. They’ll guarantee your taxes are done 100% right, with every dollar you deserve.

When you connect live with an expert, you’ll see their specific credentials.

With Live Full Service, we’ll start by asking you questions about your tax situation. This can be done online, or with the help of a live tax preparation assistant. We’ll use what you tell us to match you with a tax expert who understands your unique situation, has relevant expertise, and is local to your state (where available).

We’ll use your location and information about your tax situation to match you with the right tax expert to handle your taxes. If at any time you want to be matched to a new expert, you can inform your current expert and they’ll help you get reassigned.

Where available, you will have the option to choose an independent Intuit TurboTax Verified Pro. You may see this option after starting with Live Full Service if it’s available in your area.

After starting in Live Full Service, we’ll ask you some questions to learn about your tax situation and create a personalized tax planner for you. This tax planner helps you know what docs you’ll need so you can gather them and start securely uploading them to your TurboTax account.

We use information about your tax situation to match you with an expert who has experience with taxes like yours. During the process, they’ll also learn more about your unique situation so they can make sure your taxes are 100% correct before filing.

Our software allows you to securely upload your tax documents to our system so they’re available to your tax expert. You may be able to import them directly from your employer or your financial institutions, or you can snap photos of the documents and upload them to TurboTax. We use industry accepted encryption standards for data at rest and in-transit to help ensure your information is protected.

The time it takes to prepare your return depends on the complexity of your taxes, your availability, seasonal peak days for tax preparation, and how busy our experts are. Our goal is to get your taxes done with as little waiting as possible. When you’re ready to start, we’re ready to take taxes off your plate.

Two factors determine the pricing for TurboTax: the complexity of your tax return and the level of service you choose (DIY, Live Assisted, or Live Full Service). More complicated tax situations and higher levels of tax expert services will cost more.

If you choose to add other services (like Audit Defense), there may be additional fees.

We’ll always let you know how much you can expect to pay, and we’ll get your confirmation before any products or services are added.

You can review your fees along the way at any time and will see a full balance of your charges before you choose to pay and file your taxes.

We do our best to make sure you start with the right product to cover your tax situation, but it’s possible that we’ll uncover something along the way that requires you to upgrade your version of TurboTax. For example, if you started in our Free Edition, but we later learn you had investment sales (not covered in Free Edition), we’ll ask you to upgrade to cover your investment sales. Prices for paid products are determined based on the product you use and the time of print or e-file and are subject to change without notice. Special discount offers may not be valid for mobile in-app purchases.

Your price could also change if you decide to upgrade your service level and add expert help, or if you choose to add other services like Audit Defense.

Yes. As part of our Lifetime Guarantee, you can file with complete confidence knowing that you’ll get your maximum refund, 100% accuracy, and audit support for your return's full 7-year lifetime.

We offer free one-on-one audit guidance year-round from our experienced and knowledgeable tax staff. We’ll let you know what to expect and how to prepare in the unlikely event you receive an audit letter from the IRS.

If you’ve already received a letter from the IRS for a return you filed with TurboTax, please review our Audit Support Guarantee for instructions on how to receive FREE step–by–step audit guidance and the option to connect with an expert.

We also offer full audit representation for an additional fee with TurboTax Audit Defense.

Tax experts are available year-round for questions and tax advice. Depending on the service you choose, you may or may not be connected with the same tax expert who prepared your tax return. Working with the same expert year-round is dependent on the expert’s availability.

Yes, you may work with the same expert who prepared your tax return, when available.

Our Full Service welcome call is handled by a team of specialists who are here to answer your questions about the product, help you understand next steps, and aid you in gathering all of your documents before initiating your expert match.

Get your taxes done right and your biggest tax refund — guaranteed

  • Tax Return Lifetime Guarantee

    Your tax return,
    backed for lifeTM

    100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return.

  • Maximum Refund Guarantee

    Searches for tax deductions

    TurboTax finds every tax deduction and credit you qualify for to boost your tax refund.

  • 100% accurate calculations guarantee

    Taxes done right

    TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we'll pay you any IRS penalties.