Erika Lockhart
Trusted tax preparer with 11 years of experience — meet online.
Trusted tax preparer with 11 years of experience, proudly serving West Palm Beach with online appointments.
Retirement Income
Dependent Eligibility
Child Tax Credit
Itemized Deductions
Self-Employment Income
Hi, I’m Erika
I am a tax preparer and Enrolled Agent in West Palm Beach, specializing in complex returns. Growing up in a tax office, I developed a passion for navigating the intricate world of tax regulations, and now I leverage that experience to help customers. Outside of the office, I am an enthusiastic Pokémon fan. Whether it's tackling a tricky return or catching them all, I love a good challenge.
Recent reviews from clients
Expert tax prep that works for you
Simple, upfront pricing
Pay nothing until your expert files
File on your schedule
Your taxes done when it works for you, online or at a TurboTax store or Expert office
Year-round access to experts
Local experts for answers to your tax questions all year long—at no extra cost
Simple and convenient
Hand off your taxes—online or at a TurboTax store or Expert office near you
Individual and business taxes
Personalized guidance for every tax need—from self-employment to W-2s
Simple, upfront pricing
Pay nothing until your expert files
File on your schedule
Your taxes done when it works for you, online or at a TurboTax store or Expert office.
Year-round access to experts
Local experts for answers to your tax questions all year long—at no extra cost.
Simple and convenient
Hand off your taxes—online or at a TurboTax store or Expert office near you.
Individual and business taxes
Own a business? Bookkeeping, estimates, and filing with a dedicated expert year-round.
How it works
Meet your expert in-person or online
No matter how you work with your expert, they’ll understand your tax needs.Hand off your taxes to your expert
Your expert fully handles your taxes, and you can track their progress as they work through your docs.Get every dollar you deserve
They’ll review it with you before they file with 100% accuracy, guaranteed.Keep your expert in your corner
Continue to work with your expert at no extra cost, year-round—and next year.
Boost your refund with an extra $50
Refer your Full Service Expert to friends and get a $50 gift card for every friend who files with TurboTax, as long as they didn’t use TurboTax last year. Terms apply
File faster and easier with the free TurboTax app
TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
- W-2 income
- Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
- IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
- Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)
- Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
- Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
- Stock sales (including crypto investments)
- Income from rental property or property sales
- Credits, deductions and income reported on other forms or schedules
Tax & Online Software Products
Deluxe to maximize tax deductions
TurboTax self-employed & investor taxes
Free military tax filing discount
TurboTax Expert Full Service Pricing
TurboTax Expert Full Service Business Taxes
TurboTax Expert Assist Business Taxes
TurboTax Expert 365 Business Tax Planning
TurboTax stores and Expert offices
TurboTax Local Tax Office – SoHo, New York
Tax tools
©1997-2026 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.
Security Certification of the TurboTax Online application has been performed by C-Level Security.
By accessing and using this page you agree to the Terms of Use.
