Connect with tax
experts and CPAs from your
home
in San Diego

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
TurboTax Live
Get tax expert help with a final review
Claudell, Tax Expert 22 years

Ayuda disponible en Español

See what our San Diego
customers are saying

  • Eliza22,
    San Diego, CA

    "I worked with a Live Expert and it was such a great experience. This person was so patient
    and helpful."

  • RESHA1,
    San Diego, CA

    "TurboTax live chat experts are extremely helpful. David helped me today and explained what I needed to
    know. Thanks."

  • Megs27,
    San Diego, CA

    "Whenever I had a question, the tax experts were quick to answer any questions. The live experience was nice and easy
    to connect."

  • IleneSanDiego,
    San Diego, CA

    "I had changes this year, and tax experts helped me with my questions. It was a relief to have the straightforward help."

  • Lyn2021,
    San Diego, CA

    "Easy and reliable service. Customer support is fast and they are all super sweet
    and patient!"

  • Yashour 1,
    San Diego, CA

    "Spoke with two experts today, both were highly qualified
    and professional."

*Actual customer testimonials. Photos are illustrative only.

Connect with
real tax experts
on demand

More about tax preparation


The various types of San Diego tax preparers—including San Diego CPAs—bring different levels of knowledge and skills to tax preparation. The articles below offer tips and resources to help you choose the right tax preparation service for you.

TAX PROFESSIONAL INFORMATION

What is a tax professional?

Tax professionals have the skills, credentialing, and experience to help you prepare your taxes. They make a point of staying current on the frequently changing tax policies and regulations governing the calculation and filing of taxes. Consult the full article to find out how the differences between various tax professionals can impact your tax return and how much you might owe or receive as a refund when
you file.

CPA PROFILE

What is a CPA (certified
public accountant)?


Many accountants work within businesses in areas such as payroll accounting or cost accounting. Accountants who want to offer their services to the public at large must be licensed by the states where they live. This licensing usually requires that the candidate be examined and credentialed by the American Institute of Certified Public Accountants. To find out more about CPAs, see the article
linked below.

CPA VETTING GUIDE

How to find a good CPA for
your taxes?


Before offering their services to the public, CPAs must demonstrate their knowledge and skills to the American Institute of Certified Public Accountants (AICPA). They also must be licensed in their respective states or territories. But how can you find out before meeting with them if they are licensed and their license is up-to-date? Check out the article before for ideas about vetting this and other aspects
of a CPA.

EA AND CPA PRIMER

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


Looking for facts about EAs and CPAs? Check out the primer below to learn about the differences between these tax preparers and find out how they line up with your specific tax situation and needs.

CONSIDERING TAX DOCUMENTS

What documents do I need to bring to my tax preparer?

Preparing your taxes often involves several documents: your tax return, of course, but also income statements like Form W-2 or Form 1099. It may also require proof of your identity, and the identities of your family members. You might need receipts and other evidence of payment to support some tax deductions, including Form 1098, your Mortgage Interest Statement. Here’s a quick overview of documents you might need
at tax time.

TAX ATTORNEY DESCRIPTION

Everything you need to know about
a tax attorney


Attorneys who specialize in the interpretation and application of tax policies and laws are known as tax attorneys. Tax attorneys can perform a number of services for individuals, businesses, and organizations. These can include the preparation of tax returns and providing tax planning guidance. To find out more, read the article linked below.

File taxes from your home in San Diego

  • Link up with TurboTax Live experts and CPAs for your best
    tax outcome


    Looking for tax help from a San Diego CPA? The knowledge and advice you need to file the best possible tax return is as near as your smartphone, tablet, or PC. Using one-way video, you can speak with TurboTax Live tax experts and CPAs right from the comfort of your home in San Diego. You’ll receive tax advice that will help you get all the tax credits and deductions you deserve to maximize your refund. For even greater convenience, you can have a dedicated tax expert do your taxes for you when you opt for Live
    Full Service.

  • Impeccable standards you
    can trust


    One of the best things about TurboTax Live tax experts and CPAs is that each one is comprehensively vetted and has the ability and know-how to help you with your taxes. The TurboTax Live network consists of experienced tax experts and state-licensed and approved CPAs. They are well equipped to help you reduce your tax liability and file your return
    with confidence.

  • Focused on your
    unique details


    Possessing high levels of tax knowledge and professional experience, TurboTax Live tax experts and CPAs have a gift for identifying the tax benefits that apply to your circumstances—tax breaks that can lower your tax bill and get you the largest refund possible. You can get help filing your taxes from real tax experts without leaving home to visit a San Diego CPA. Your TurboTax Live tax experts will zero in on your tax filing status—single, married, head of household—your claimable dependents, and even the basis of your income—employed, self-employed, or owner of a San Diego small business. They connect these details to tax regulations to produce the best outcome for you. They can even do your taxes for you, start to finish, when you upgrade to Live
    Full Service.

  • Built for your convenience


    Everyone has different preferences, so we built TurboTax Live so you can access it wherever and however you want. You can schedule your call for your convenience and connect with the internet-enabled device you prefer—smartphone, tablet, phablet, or PC. Whenever you connect, you’ll always have access to your TurboTax account. Inquire as much or as little as you like, in one session or even several. TurboTax Live is built for your convenience. A dedicated tax preparer can even prepare, sign, and file your taxes for you when you opt for Live
    Full Service.

  • Available at the level
    you need


    Just as TurboTax Live tax experts and CPAs adjust to your tax situation, so does the product. Depending on the tax forms you need to file, you can choose from Live Basic, Deluxe, Premier, or Self-Employed. No matter which product you choose, you’ll enjoy unlimited, seamless access to the advice, answers and filing assistance available from our network of tax experts and state-examined CPAs. Not only will they answer your questions, but a dedicated tax expert can even prepare your taxes for you, when you choose Live
    Full Service.

  • A guarantee you can count on


    From how you connect to the level of assistance you require, TurboTax Live flexes to your needs. We guarantee that the ideas, answers, and advice we provide to you will be 100% accurate. No matter where in the San Diego area you live—from Escondido to National City, from El Cajon to La Jolla, and all other areas in and around America’s Finest City—you can trust the quality, integrity, and accuracy of the tax filing assistance you get from TurboTax Live tax experts and CPAs.

Connect with
a tax expert
on demand