topic Free CPA consultation in Get your taxes done using TurboTax

Free CPA consultation

wraphale — Fri, 26 Jun 2020 19:41:40 GMT

Is the Free CPA consultation only for folks who 'owe' taxes this year? I received an email that said "To redeem this offer, just purchase TurboTax by June 30, 2020. You must use your consultation before you file your taxes.".

I have paid for TT Premier (online) edition. But, I'm not seeing an option to talk to the CPA before filing. When I click on 'Live Tax Advice', It's asking to upgrade to TT Live Premier.

Re: Free CPA consultation

xmasbaby0 — Mon, 29 Jun 2020 22:02:29 GMT

Sometimes we "volunteers" are unaware of the various marketing campaigns and emails that are sent out to users, and this was one we were not familiar with. I have tried to track it down. The best I could find out was that there was an offer that had to be used by June 18 if you had tax due. It seems you are too late for that offer. Sorry.

But---call customer support and see if they can do anything for you.

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday

Re: Free CPA consultation

VolvoGirl — Mon, 29 Jun 2020 22:05:09 GMT

Is that for a free look at 2020 next year's taxes? Probably to see what you can do so you don't owe next year?

Re: Free CPA consultation

xmasbaby0 — Mon, 29 Jun 2020 22:11:40 GMT

@wraphale If you still have the email, it would help us to see it for ourselves in case others ask about it. Any way you can send us a screen shot or copy and paste for us here?

@VolvoGirl I have been trying to track these "free CPA" offers down for a couple of weeks now and have had little success. Apparently there have been a couple of different emailed offers and one "in product" offer targeted at users who owe tax due, but how the user was to take advantage of the offer was murky.

Re: Free CPA consultation

jg36 — Tue, 30 Jun 2020 22:17:20 GMT

Here is the email I received with this offer. I am not shown the option to request a call either.

Re: Free CPA consultation

xmasbaby0 — Tue, 30 Jun 2020 22:27:35 GMT

@jg36 Thank you for sending that to us. I have passed it along to the moderators.

Re: Free CPA consultation

dipple — Sun, 05 Jul 2020 19:12:36 GMT

I have the turbo tax premier...not live... when i look at the upgrade option in the app it shows i have access to a cpa over the phone .. how is this realized?

Re: Free CPA consultation

VictoriaD75 — Mon, 06 Jul 2020 12:28:02 GMT

See the information in the link below to connect to a TurboTax Live Agent.

Connect to a Live Expert

Re: Free CPA consultation

VolvoGirl — Mon, 06 Jul 2020 14:27:57 GMT

@VictoriaD75 That is for the LIVE help feature. This seems to be another promo. How do they get this new thing?

Re: Free CPA consultation

VolvoGirl — Mon, 06 Jul 2020 14:31:03 GMT

@xmasbaby0 Did you see the chart Dipple posted? CPA help for free (19.99 value)?