I've completed but not yet filed my 2021 return. Are there services that manually review a return and work with me to identify errors or opportunities?
I have a substantial amount of taxes due to Fed and California. Taxes were complex this year due to RSU vesting/sales, ESPP, sale of home (above $500K exclusion) purchase of new home, and 2 loans with mortgage interest.
I've reached out to a few CPAs but they haven't gotten back.
Check out https://turbotax.intuit.com/personal-taxes/online/live/ which includes a telephone number and a link to other support screens.
You may also consider Turbotax Live, https://turbotax.intuit.com/personal-taxes/online/live/
Click on the option you want. It sounds like you want the "I want an expert to review my return". If so, click that button.
I hope this helps.
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Thank - problem is I'm using desktop. TT Live doesn't work for desktop is my understanding. Any other advice?
I suggest calling support and see what they say.
I think there is a way to transfer your data to TT live, but I don't know how it is done.
Also, you may be able to send your data file to them for review.
If that does not work, you can file your return, or for an extension, and have a local professional review your work. If you file and need to make changes, you can always file an amended return, Form 1040-X