Chessie Federal Credit Union has teamed up with TurboTax

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.

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

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 expert is unavailable, you can reach our other tax experts 7 days a week from 5 AM to 9 PM PT from mid-January through the April 18 filing deadline. From mid-April through early January, our experts are available Monday-Friday from 5 AM through 5 PM PT.

It starts with a welcome call with a tax prep assistant to gather and upload your documents, and then you'll be connected to your Live Full Service tax expert. You can speak to your tax expert on the phone or through a live one-way video call on your screen (you can see your tax expert, but they can't see you). 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.

No. When you use one-way video with your tax expert, you'll be able to see them, but they can't see you.

Yes, if you choose one-way video with your tax expert, you'll be able to see them on your screen.

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. They'll guarantee your taxes are done 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 situation, has relevant expertise, and is in a relevant location.

We'll use information about your tax situation, where you live, and more 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.

After choosing Live Full Service, we'll ask you some questions to learn about your tax situation. We'll create your personalized tax planner to start collecting the right docs and securely upload them to your account. Then you'll have a welcome call with a tax prep assistant who can help you finish uploading your docs and match you with a dedicated tax expert. If you don't want to get started right away, you can schedule a call for a time that works best for you.

When you're ready to connect with your tax expert, you can talk to them over the phone or on a one-way video call. They'll ask questions, get the details they need, and prepare your return. After they've completed your tax return, they'll review it with you and answer any questions you may have. When you're ready to file and pay, they'll sign and file your taxes on your behalf.

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 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 bank-level encryption technology to 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 ask for your consent 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. 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, but you may not be connected with the specific tax expert who prepared your tax return.

Yes, you may request the same Live Full Service Expert you worked with in previous tax years.

Our Live 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.