Connect with a CPA
online from your
home
in
San Francisco

Connect online with CPAs and EAs for
unlimited
tax advice
and even a line-by-line
review of your
return, guaranteed.


Rated 4.7 out of 5 stars by
TurboTax Live customers

  • Talk to a real CPA or EA
    on demand

  • Unlimited tax advice all year

EXPERT ADVICE IN A CLICK

You’re never alone with
CPAs in your corner

Simply start your taxes online from anywhere and if you ever need tax advice, simply select the “Live Help” button to be connected to a CPA or EA by chat or via one-way video.

TALK TO REAL CPAs AND EAs

Qualified experts to
handle all tax situations

100% of TurboTax Live experts are CPAs, EAs or Tax Attorneys with an average of
15 years experience.
They can work around your schedule and provide personalized tax advice specific to your state and
tax situation.

FILE WITH 100% CONFIDENCE

Expert final review,
guaranteed done right

Our CPAs and EAs will answer any tax questions you have, and can even review your return line by line, sign it, and guarantee it’s done right.

Be 100% confident your
taxes are done right

Expert help on demand,
for every tax situation

See what our San Francisco
customers are saying

  • BABAI,

    San Francisco, CA
    January 26, 2020

    "TurboTax is very easy and intuitive. Tax consultants help you with filing. This is a big plus.
    I love it."

  • Shayla555,
    San Francisco, CA
    February 12, 2020

    "TurboTax was fast, easy, straightforward & knowledgable. My CPA, Peter, was great!"

  • Espo08,

    San Francisco, CA
    February 10, 2020

    "Great way to get taxes done on your own. The live chat was great and all of the CPAs answered
    my questions quickly!
    I highly recommend!"

  • Darragh,

    San Francisco, CA
    January 19, 2020

    "TurboTax has done an excellent job of making filing taxes easy. The comments on their application put you at ease. I used one of their CPAs and he was thorough
    and clear."

  • ChiveBlossom,
    San Francisco, CA
    January 30, 2020

    "Ajay G. was really helpful in explaining why I needed to file by mail and walked me through eveything I needed to do."

  • RoJo112233,
    San Francisco, CA
    February 17, 2020

    "The EA was
    really helpful."

See all TurboTax Live reviews

*Actual customer testimonials. Photos are illustrative only.

Connect with a CPA
on demand

More About Tax Preparation

When you connect via one-way video with a highly credentialed TurboTax Live expert, you’ll be able to file your taxes with total confidence. To find out more about preparing taxes in the San Francisco area, read the articles below.

ONLINE CPA ASSISTANCE


TurboTax Live Offers CPAs to Answer Your Tax Questions and File Your Taxes


Connecting with a CPA, a tax attorney, or an enrolled agent has never been easier. Now you can speak via one-way video with a credentialed tax expert from your office or home in the San Francisco area. With TurboTax Live, a tax expert with an average of 15 years experience is near as your laptop or mobile device. Connect with confidence, because their answers and advice come with a 100% guarantee of accuracy for any tax return they review
and sign.

Read more

TAX PREPARATION CHECKLIST


What Documents Do I Need to Bring to My
Tax Preparer?


Your tax return must be supported with certain documentation, especially when claiming money-saving credits and deductions. Here is a brief overview of the most common documents your tax preparer will need to see when preparing your return. Check out this simple list

Read more

UNDERSTANDING TAX PREPARERS


What Is a Tax Preparer?


An income tax preparer is a person who completes and files tax returns for individuals, businesses and organizations. Some have credentials issued by third-party organizations while othersdo not. Understanding the differences between credentialed and non-credentialed tax preparers can help you make decisions that will help you get your best possible
tax outcome.

Read more

CERTIFIED PUBLIC ACCOUNTANTS


How to Find a Good CPA for Your Taxes


Vetting a certified public accountant for tax preparation is important but relatively simple. Follow the seven vetting tips described below: 1. Check the status of their license; 2. Authenticate their Preparer Tax Identification Number (PTIN), 3. Ask what kind of accounting they specialize in, 4. Assess their experience, 5. Determine their willingness to sign your return, 6. See if they provide tax planning help, and 7. Discuss their
fee structure.

Read more

GUIDE TO TAX ACCOUNTANTS


What Is a Tax Accountant?


Accountants that specialize in the laws, rules, and regulations for the preparation and calculation of federal, state, and local taxes are typically known as tax accountants. Tax accountants provide a range of tax-related services to both individuals and businesses, which can include preparing and filing tax returns.

Read more

ENROLLED AGENTS (EA)


What is an Enrolled Agent for Taxes?


Many Enrolled agents formerly worked for IRS, reviewing income tax returns. EAs are authorized by the IRS to represent San Francisco area taxpayers in proceedings related to their taxes, including audits. EAs have “unlimited practice rights.” This means they are permitted to represent all types of tax filers, including individuals, organizations,
and businesses.

Read more

Get a CPA to help file your taxes without leaving your home in San Francisco
  • Unlimited tax advice is as near as your mobile device or desktop computer

    Looking for a San Francisco CPA to help file your income taxes? TurboTax Live lets you connect with a real CPA, EA, or tax attorney without leaving the comfort of your San Francisco home. You’ll get unlimited tax advice, expert answers, and a full final review of your return to ensure your taxes have been done right. You can file your return secure knowing you received every tax saving you
    deserved—guaranteed.

  • File with confidence

    TurboTax Live let’s people nationwide, including those filing their taxes in the San Francisco area, file their federal and state tax returns with complete confidence. Your TurboTax Live tax expert will provide you with unlimited tax advice tailored to your unique tax situation, pinpointing all the credits and tax deductions you deserve so you’ll receive your maximum tax refund. Best of all, you can file knowing that you’ve had a complete line-by-line review of your tax return by a fully credentialed certified public accountant, enrolled agent,
    or tax attorney.

  • Experience that gives you confidence

    100% of TurboTax Live’s network of tax experts, including San Francisco CPAs and EAs, are not only fully credentialed, but they are also experienced. They have an average of 15 years experience. All of this experience is available to you via desktop computer, mobile device, and the TurboTax Mobile app. In fact, you can switch between devices seamlessly as you progress through your
    tax return.

  • Advice and answers for your
    unique situation

    When you speak with a TurboTax Live expert, you get answers, advice, and assistance that takes into consideration your unique circumstances. Whether you’re single, married filing separate, or married filing jointly, you’ll get unlimited tax advice from your CPA, EA, or tax attorney. The same is true whether you’re an employee, a self-employed contractor, or a San Francisco small business owner. You can get advice about how to maximize your tax savings by taking advantage of industry-specific business deductions. You’ll even have the option of integrating with QuickBooks Self-Employed.

  • Choose the option that’s best for you

    Just as TurboTax Live advice is tailored to your situation, so are the versions of the product available to you. You can choose from TurboTax Live Basic, Deluxe, Premier, and Self-Employed, depending on your tax preparation needs. Regardless of which TurboTax Live product you select, you’ll gain access to a live certified public accountant, enrolled agent, or tax attorney from your home or office in the San Francisco area.

  • Accuracy you can count on

    All tax returns reviewed and signed by TurboTax Live experts are guaranteed 100% accurate. No matter where in the San Francisco area you reside, from San Mateo to Sausalito, from Daly City to Oakland, and everywhere else in and around the The Bay Area, our network of TurboTax Live tax experts is available to give you the expert assistance you need—on demand. Best of all, you are able to get started with TurboTax Live for free and you pay only when you file
    your return.

Connect with a CPA
on demand