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

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 Jose
customers are saying

  • katbsg182,
    San Jose, CA
    February 22, 2020

    "Their summaries of explanations are very helpful and I learned a lot from them. This is my first time filing my taxes by myself, so it was rather intimidating. TurboTax made it smooth like butter."

  • Lyvu89,
    San Jose, CA
    February 21, 2020

    “I decided to give TurboTax live a try since I knew that there is always an accountant available to help with any questions. I will definitely use this product again next year due to its convenience and
    ease of use.”

  • olioli1990,
    San Jose, CA
    February 17, 2020

    “Had excellent service from the CPA provided, and they
    took the time to
    walk me through each step of the
    TurboTax software."

  • ortega56,
    San Jose, CA
    January 29, 2020

    "I liked the help I received from the
    three wonderful tax people
    on the
    phone. TurboTax actually walked me all
    the way through and was there when
    I
    needed help."

  • Jolene86,
    San Jose, CA
    January 24, 2020

    "Thanks to my TurboTax assistant,
    Donna B., everything
    was done fast
    and easy!
    Thanks TurboTax!"

  • Jandra,
    San Jose, CA
    February 18, 2020

    "She was excellent
    and helped me with everything
    I needed
    to add and more."

*Actual customer testimonials. Photos are illustrative only.

Connect with
real tax experts
on demand

More about tax preparation


Searching for a San Jose CPA to do your taxes? TurboTax Live enables you to connect with a tax expert or CPA, using one-way video to get help with your taxes. For more information about tax preparation in the San Jose area,
refer to the tax
tip articles below.

CPA GUIDE

What is a CPA (certified public accountant)?

Some accountants work inside businesses, some work for accounting firms, and some offer their accountancy services to members of the public. Those who provide accounting services—including income tax preparation—to the public must be licensed by the particular states or territories where they ply their trade. These individuals are certified public accountants, often referred
to as CPAs.

CONCERNING EAs AND CPAs

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


CPAs and EAs both are experts in tax preparation and filing, but there are important differences between them. See the article below to find out which one might be better for you.

CPA GUIDANCE

How to find a good CPA for
your taxes


There are easy ways to identify a good CPA for doing your taxes. These include checking public records regarding their CPA license and their Preparer Tax Identification Number (PTIN). You can also ask them up front about their specialties, fees, and experience.

TAX PREPARERS

4 types of tax preparers

There are four basic kinds of income tax professionals: certified public accountants, known as CPAs; enrolled agents, often referred to as EAs; tax attorneys, who are tax law experts; and non-credentialed preparers. Here's a brief overview of how they differ from
each other.

ENROLLED AGENTS

What is an enrolled agent
for taxes?


The IRS permits only certain tax professionals to represent clients before the agency. These include CPAs, tax attorneys, and enrolled agents—also known as EAs. Many EAs are former IRS employees with many years of tax preparation knowledge. Enrolled agents enjoy “unlimited practice rights,” signifying that they can represent all kinds of taxpayers, including individuals, organizations, and businesses, in IRS proceedings,
including audits.

TAX ACCOUNTANT OVERVIEW

What is a tax accountant?

Accountants specializing in the preparation of federal, state, and local taxes are known as tax accountants. These individuals are experts in the laws and regulations pertaining to the calculation of individual and business taxes. Tax accountants can offer tax advice, provide tax planning, and prepare, sign, and file tax returns for
their clients.

Get expert help filing your taxes without leaving your home
in San Jose

  • Connect with a tax expert or CPA to get unlimited
    tax advice


    If you’re seeking help from a San Jose CPA to prepare and file your income taxes, TurboTax Live has the answer. You can now connect with a tax expert or CPA on-demand, right from your San Jose home. You’ll receive unlimited advice about tax deductions and credits, or you can even get a comprehensive final review of your return by a tax expert or CPA to make sure every detail is right. For even greater convenience, you can have a dedicated tax expert do your taxes for you when you upgrade to Live Full Service. TurboTax Live tax experts will make sure you save every dollar you can, guaranteed. It’s a service that’s available to you when you file your taxes from your home in San Jose, for both your federal and your state
    tax returns.

  • Live tax experts and CPAs ready to
    help you


    TurboTax Live tax experts or CPAs will help you with your unique situation to identify the tax credits and deductions that apply to you. You can ask as many questions as you want, because TurboTax Live tax experts and CPAs are dedicated to answering them all, whether you’re discussing your federal return or your state income taxes. And before you file your return, you can have a TurboTax Live tax expert or CPA review it line-by-line to ensure it’s 100% accurate. They can even file your taxes for you, from start to finish, when you upgrade to Live Full Service. You can rest assured that you’ll get the maximum refund you’re entitled to receive—guaranteed.

  • Experience that
    inspires confidence


    TurboTax Live’s network of tax experts and CPAs have as much expertise in filing San Jose tax returns as any San Jose CPA. You can be confident that the advice you’re receiving will maximize your refund. Same goes if you decide to have a dedicated expert do your taxes for you, start to finish, with Live Full Service. TurboTax Live is available on desktop, mobile web, and the TurboTax mobile app, so you can switch between devices to access your account or speak with a TurboTax Live tax expert or CPA at your convenience, wherever you are.

  • Your unique tax situation will
    be addressed


    Whether you file as single, married filing jointly, married filing single, or even head of household, your TurboTax Live tax expert or CPA, has you covered. The same is true if you’re an employee, a self-employed contractor, or a San Jose small business owner. You can get unlimited advice from experienced TurboTax Live tax experts and CPAs so you can reduce the amount you owe and maximize your tax refund. They can even do your taxes for you, when you upgrade to Live Full Service. If you’re in business for yourself, you’ll get expert insight about industry-specific business tax deductions and be able to integrate your tax return with QuickBooks Self-Employed at an additional charge.

  • Flexibility for your needs


    Just as your tax situation is unique, TurboTax Live has a product that’s right for you: Live Basic, Deluxe, Premier, or Self-Employed. Whatever product you choose, you’ll get advice from tax expert and CPAs with as much San Jose tax filing expertise as any certified public accountants from the San Jose area. With our range of products, you have the flexibility to get the exact assistance your need for your particular tax filing needs. A dedicated TurboTax Live tax preparer can even do your tax return for you, so you can file with total confidence, when you use Live
    Full Service.

  • 100% guaranteed accuracy


    The advice, answers, and any line-by-line review of your tax return by TurboTax Live tax experts or CPAs are guaranteed to be 100% accurate. Regardless of where you live in the San Jose area—from Mountain View to Evergreen, Milpitas to Los Gatos or anywhere else in and around Silicon Valley—TurboTax Live tax experts are ready to deliver unlimited tax advice to you, on demand, from the comfort of your home. Start right for free and pay only when you file your income
    tax returns.

Connect with
a tax expert
on demand