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Level 1
posted Mar 31, 2023 9:08:51 PM

No access to a CPA They say there is but they will not transfer you

I have been trying to reach a CPA for days. They will not transfer you. Only tax advisers. One of them gave me wrong advise. She insisted I follow what she said and click on something that schwab did not insert. And it changed the input and it was wrong. Why does Turbotax say you can talk to a cpa when you can't. So frustrating. These things have already happened to me :- been on hold supposedly for a cpa then an tax adviser comes on, been on hold supposedly for a cpa 10 minutes later, just disconnected. Someone told me to do the final review and ask a for an expert to call two days later no call. Someone asked me to call the 800 number and been on hold then disconnected. I have used Turbotax for many years. I don't know if I can continue to do this.

0 3 994
3 Replies
Level 9
Mar 31, 2023 9:38:09 PM

You can tell the tax advisor that you only want to talk to a CPA.  You will not be transferred.  You will be put on a CPA callback list and called within 24-48 hours.  Explain your issue and leave a diagnostic code so that the CPA can research the issue before calling you back.

Level 1
Apr 1, 2023 2:54:15 PM

i had an appointment for someone to call and no one did. I have been waiting for more than two days for someone to call me about the live final review. No one calls back.

Intuit Alumni
Apr 3, 2023 12:16:55 PM

Please see this Turbo Tax help article for more information.
How do I connect with a tax expert in TurboTax Live?

@Complexlocal