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

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
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
Full Service
Upgrade and let a tax expert do your taxes for you
Learn more about Full Service
EXPERT APPROVED
GUARANTEE
Tax expert signature
Neil, CPA 16yrs
Tax expert
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 Francisco
customers are saying

  • Riles93,
    San Francisco, CA

    "My tax expert was professional, informative, patient, and personable. He made it very easy for me to understand how to use the system and process my
    information correctly!"

  • LoveTurboTax82,
    San Francisco, CA

    "The process is seamless and they really guide you the whole way. They are there for you if you need them and it's my 10th year using TurboTax. Thanks TurboTax!"

  • CharieKurt,
    San Francisco, CA

    "I've been using TurboTax for 5 years. So fast and helpful. I'm always confident in filing my taxes
    with them!"

  • jdhjdh,
    San Francisco, CA

    "Seamless all the way through. Loved the help all the way."

  • ladymissmess,
    San Francisco, CA

    "I have been using TurboTax for many years. They make it so easy and stress-free. I highly recommend using them."

  • Kay2fuli,
    San Francisco, CA

    "I had an expert handle my taxes for me. She made everything seem so simple & fast. Definitely grateful for her help!"

*Actual customer testimonials. Photos are illustrative only.

Connect with
real tax experts
on demand

More About Tax Preparation


Need a San Francisco CPA to file your taxes? You can connect via one-way video with a TurboTax Live tax expert or CPA for help filing your taxes, or even file them for you with Live Full Service. To find out more about preparing taxes in the San Francisco area, read the
articles below.

ABOUT EAs AND CPAs

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


If you are looking for help with your taxes, you might be familiar with enrolled agents (EAs) and certified public accountants (CPAs). Both professionals are tax experts, have different qualifications. To find out more, see the
article before.

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.

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 others do 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.

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.

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.

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.

Get a tax expert to help file your taxes without
leaving home

  • 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 tax expert or CPA without leaving the comfort of your San Francisco home. You’ll get unlimited tax advice and expert answers from tax preparers that can help you file, or even file for you from start to finish like a San Francisco CPA would. You can also get a tax expert or CPA to conduct a full final review of your return to ensure your taxes have been done right. You’ll 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 or CPA 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. You can have a complete line-by-line review of your tax return by a tax expert, certified public accountant, enrolled agent, or tax attorney. They’ll even do your taxes for you for 100% confidence when you file when you upgrade to Live
    Full Service.

  • Experience that gives you confidence


    If you filed with a San Francisco CPA last year, TurboTax Live’s network of tax experts and CPAs can help you by providing clear answers to your tax questions and reviewing your return. 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 tax expert or CPA, you get answers, advice, and assistance that takes into consideration your unique circumstances. Whether you’re single, married filing separately, or married filing jointly, you’ll get unlimited tax advice from your tax expert or CPA. You can even have a dedicated tax expert prepare, sign, and file your taxes for you with Live Full Service. 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 for an additional charge.

  • 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 Live Basic, Deluxe, Premier, and Self-Employed, depending on your tax preparation needs. Regardless of which TurboTax Live product you select, you’ll gain online access to a live tax expert or certified public accountant from.

  • Accuracy you can
    count on


    All tax returns prepared or reviewed by TurboTax Live tax experts and CPAs 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 preparers 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 tax expert
on demand