Connect with tax
experts and CPAs from your
home
in Charlotte

Get unlimited advice from live tax experts
right on your screen,
or let an expert dedicated
to you do it all,
start to finish.

  • How TurboTax
    Live works

Start by meeting with
a tax expert

Start by meeting
with
a tax expert

Connect right on your screen with a live expert to discuss your taxes this year. They can even customize your experience so you only answer questions that apply to you and your situation.

Connect right on your screen with a live expert to discuss your taxes this year. They can even customize your experience so you only answer questions that apply to you and your situation.

Tell us about your year

Tell us about
your year

We’ll ask about your work, family, and other things relevant to your taxes. We partner with hundreds of employers and financial institutions so you can auto-import your W-2 or investment info.

We’ll ask about your work, family, and other things relevant to your taxes. We partner with hundreds of employers and financial institutions so you can auto-import your
W-2 or investment info.

Get expert answers and advice as often as you need

Get expert answers
and advice as often
as you need

If you have questions, just select the “Live help” button to chat with an expert or set up a video call at a time that’s convenient for you. You can even connect after
you file.

If you have questions, just select the “Live help” button to chat with an expert or set up a video call at a time that’s convenient for you. You can even connect after
you file.

Have a tax expert review your
return before you file

Have a tax expert
review your
return
before you file

Be confident that nothing is missed and you’re getting every dollar you deserve. An expert can go over your return with you and make sure you have
no
unanswered questions.

Be confident that nothing is missed and you’re getting every dollar you deserve. An expert can go over your return with
you and make sure you have
no
unanswered questions.

Backed by our 100% Accurate, Expert Approved Guarantee

Backed by our
100% Accurate,
Expert Approved
Guarantee

Every return filed with TurboTax Live is done right, guaranteed. If you pay an IRS penalty because of an error made by a TurboTax Live expert, we’ll pay you the penalty plus interest.

Every return filed with TurboTax Live is done right, guaranteed. If you pay an IRS penalty because of an error made by a TurboTax Live expert, we’ll pay you the penalty
plus interest.

NEW! Have a tax expert do your taxes for you

NEW! Have a tax
expert do your taxes
for you

Start in TurboTax Live and, as an optional upgrade, have your own dedicated expert or CPA prepare, sign, and file your return. You can also select the “Do my taxes for me” button at any time.

Start in TurboTax Live and, as an optional upgrade, have your own dedicated expert or CPA prepare, sign, and file your return. You can also select the “Do my taxes for me” button at any time.

Tell us about you,
and we’ll
recommend the
right tax solution

Get expert advice as you do your taxes, with a final review
Learn more about TurboTax Live
EXPERT APPROVED
GUARANTEE
Tax expert signature
Claudell,
Tax Expert 22yrs
Tax expert

Basic 

$99$0*
State included for TurboTax Live Basic
⊕ Show Details
Unlimited, on-demand answers from a tax expert
Year-round expert tax advice and guidance
Final review from a tax expert before you file
Covers W-2 and unemployment income
Earned Income Tax Credit (EIC) and child tax credits
Get a head start by transferring last year’s info
Mortgage and property tax deductions
Charitable donations over $300
Student loan interest and education expenses
Covers stocks, bonds, and ESPPs
Rental property income and refinancing deductions
Gains and losses from cryptocurrency transactions
Auto import of investment income
Ideal for self-employed (1099-NEC) income
Finds deductions specific to your line of work
Guidance for freelancers and small business owners
Maximize deductions for work expenses (Schedule C)
Easily import your 1099-NEC with just a snap
UPGRADE TO FULL SERVICE
A tax expert can prep, sign, and file your taxes for you
One-on-one guidance and year-round tax advice
Your taxes done right, guaranteed
Covers W-2 and unemployment income
Earned Income Tax Credit (EIC) and child tax credits
Mortgage and property tax deductions
Charitable donations over $300
Student loan interest and education expenses
Covers stocks, bonds, and ESPPs
Rental property income and refinancing deductions
Gains and losses from cryptocurrency transactions
Ideal for self-employed (1099-NEC) income
Finds deductions specific to your line of work
Guidance for freelancers and small business owners
Maximize deductions for work expenses (Schedule C)
Easily import your 1099-NEC with just a snap
Play button
NEW! Real tax experts to help—or even do your taxes for you
Get started with TurboTax Live and connect with tax experts on-demand for help and advice. At any time, you can hand off your taxes to a tax expert or CPA who’ll prepare, sign, and file your return for an additional fee.

Ayuda disponible en Español

See what our Charlotte customers
are saying

  • WhatsApp,
    Charlotte, NC

    "I was a little nervous at first, but the gentleman who assisted me was very knowledgeable and put me at ease."

  • Buildit2021,
    Charlotte, NC

    "TurboTax is so user friendly and makes filing taxes so much
    less stressful!"

  • andris4d,
    Charlotte, NC

    "TurboTax is a fast and simple way to file your taxes but if you do need help, they have
    your back!"

  • T O T,
    Charlotte, NC

    "The TurboTax rep called me and stayed on the line while I fixed the problem, and this made the process
    so easy!"

  • Tstro,
    Charlotte, NC

    "I was panicking about some issues with my taxes, so I decided to have TurboTax experts call me. They called in less than 5 minutes. Vidya was very patient, went over pretty much most of my return, and stayed on the phone with me until I finished filing
    my taxes."

  • Luna Seven,
    Charlotte, NC

    "I have been using TurboTax for the past 5 years to file my taxes and I love it! It is very user friendly and if you have questions there is support 24/7."

*Actual customer testimonials. Photos are illustrative only.

Connect with
real tax experts
on demand

More about tax preparation

The person who prepares your taxes, such as a Charlotte CPA, can have a big impact on maximizing the tax refund you receive. A TurboTax Live tax expert or CPA will make sure you get all the tax breaks you’re entitled to. See the
articles below for information.

EA AND CPA SPECIFICS

EA vs. CPA tax professionals:
what’s the difference?


Certified public accountants, better known as CPAs, and enrolled agents, EAs for short, both are credentialed tax preparers. CPAs are licensed by states and territories, and EAs are vetted by the IRS itself. Although they have similarities, their credentialing is different. Consult the following article learn more about CPAs and EAs.

ENROLLED AGENT SPECIFICS

What is an enrolled agent
for taxes??


Enrolled agents, aka EAs, are IRS-credentialed tax experts who have “unlimited practice rights” in all tax matters that involve the Internal Revenue Service. Among the services they can offer are the preparation and filing of income tax returns for individuals, families, businesses, and non-profit organizations. They also are granted the right to speak for their clients in matters before the IRS.

Tax Preparer Considerations

What is a tax preparer?

A tax preparer completes and files tax returns for individuals, businesses, and organizations. Tax preparers usually review their clients’ personal information to establish which conditions and expenses may qualify as tax credits or deductions. To learn more about the various kinds of tax preparers, refer to the article below.

GUIDE TO FINDING A CPA

How to find a good CPA for
your taxes


Certified Public Accountants, aka CPAs, are specially qualified to identify all the tax credits and deductions due to you, maximizing your tax savings and minimizing your tax bill. Finding a CPA who’s right for you involves a few simple steps, including checking their license, making sure they have a Preparer Tax Identification Number (PTIN), and asking a few basic questions. To find out more, see the article below.

TAX ATTORNEYS

Everything you need to know about
a tax attorney


Attorneys who focus on tax law, including the Internal Revenue Service’s various regulations, are known as tax attorneys. These highly credentialed, state bar association-approved tax experts can assist individuals, various businesses, and nonprofit organizations with the preparation and filing of their taxes. To find out more about these tax experts, see the
adjoining article.

CONSIDERING TYPES OF
TAX PREPARERS

4 types of tax preparers

Tax preparers seems like a specific occupation, but there actually are four different kinds of tax preparers. Three are highly credentialed: certified public accountants (CPAs), tax attorneys, and enrolled agents (EAs). The fourth category includes non-credentialed tax preparers. To learn about how they differ from one another and what those differences can mean to you, see the article below.

Connect with online tax experts or CPAs from
your Charlotte home

  • The benefit of
    expert insights from TurboTax Live


    One way to make sure you take advantage of every tax deduction and credit you’re eligible to receive is to have a tax expert or CPA comb through your tax return with you. That’s what you get when you connect via one-way video with the experts at TurboTax Live, directly from your Charlotte home. You’ll file your return with an extra measure of confidence that comes from knowing you’ve had a knowledgeable and experienced tax expert or CPA answer your questions and provide advice about your tax return. You can even have a TurboTax live tax preparer do your entire
    return for you, start to finish, with Live
    Full Service.

  • Recognizing your
    unique circumstances


    A tax expert or CPA’s deep knowledge and appreciation for tax laws and regulations make it possible to identify circumstances that can result in tax savings. Similar to a Charlotte CPA, TurboTax Live tax experts and CPAs consider your filing status (single, married, head of household), your dependents, and the source of your income—e.g. employed, self-employed, or owner of a Charlotte small business. They’ll leave no stone unturned in the search for money-saving deductions and credits—guaranteed. In fact, you can have a dedicated TurboTax Live tax preparer complete, sign, and file your tax return for you.

  • Experienced and
    extremely capable


    The tax advice and recommendations you’ll receive from TurboTax Live tax experts will ensure that you receive the maximum in deductions and pay the minimum in taxes. You get tax advice online without having to find a Charlotte CPA near you. You’ll be able to file your taxes with full confidence that you are receiving every tax deduction available to you.

  • The ease of on-demand availability


    You can arrange to get all of the tax-saving insights and expertise of TurboTax Live on your schedule, at your convenience. If you’re using TurboTax Live during regular business hours, simply click the “Live Help” button to get the help you need. Otherwise, set up an appointment that fits your schedule. Use any internet-enabled device to connect—phone, tablet, or computer. Arrange to do your taxes in one session, or spread it out over more than one session. It’s up to you! Your return is stored securely and ready for you to complete at
    your convenience.

  • Tax filing support
    for everyone


    TurboTax Live offers support for every taxpayer, from Live Basic through Deluxe, Premier even Self-Employed. Each TurboTax Live product is tailored to the specific needs of the user, so finding one that matches your needs is easy. Every TurboTax Live product provides full access to the insights and answers of tax experts who are highly knowledgeable. You’ll get unlimited tax advice and answers tailored to your tax situation from real tax experts and CPAs. They’ll even do your taxes for you for the ultimate in convenience when you upgrade to Live Full Service.

  • Guaranteed tax guidance


    We’re confident in the guidance our TurboTax Live experts provide and we back their answers, advice, and completed tax returns with a 100% accuracy guarantee. Whatever part of Charlotte, North Carolina you call home—from Highland Creek to Ballantyne, from Wildwoods to Woodford Green, and everywhere else in The Queen City—you can rely on TurboTax Live for guidance for
    your taxes.

Connect with
a tax expert
on demand