If I use the turbotax live full service, would the accountant use the same turbotax UI that I am familiar with (so I can review easily) or some other tool/UI?

[RobertB4444 · Accepted solution]

The full service uses fundamentally the same software that you use and the review copy that you receive will look much like it always has.  Very easy to review.

@kgsundar

[kgsundar]

@RobertB4444 THanks. I have been turbo tax for 15+ years, mainly the desktop version, but online in the last three years, and I am very familiar with it. My tax situation has been getting more and more complex,  but I still do it myself. It would be good to offload it. If the full service uses the exact same UI as the TurboTax online we use if we do it ourselves, then it is easy for me to review. 

A few follow-up questions if you can answer - 

1. Once you review it, do they allow you to make changes directly using the TurboTax app, or do you have to communicate it to them and they do it

2. I have already started doing my tax return myself . If I go full service now, will they continue from where I left off, or will they delete everything and start everything new.

[RobertB4444]

Once you review the return if you have any changes the full service rep will make them for you.  That's part of the service - they go over the return with you either over the phone or by messages (your choice) and then will make any changes necessary.

If you have already started the return they may take what you've started with but they have to either re-enter or verify every piece of information that's in there.  They become responsible for the content of the tax return so they can't take your word for it that you entered everything correctly.

Good luck with the full service!  Hope you have a great experience!

@kgsundar

[kgsundar]

@RobertB4444 Thanks. One last q- , it says the price is $350 something for my situation ( with rental properties). the only catch is I have multiple rental properties. Do you know if they would only charge what they say upfront or are they going to surprise me later with a bigger amount.

[RobertB4444]

They will discuss the return and the cost at the outset.  If the number of rental properties that you have increase the cost they will be able to tell you that up front.

@kgsundar