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How do I connect with a tax expert in TurboTax Live?

SOLVED•by TurboTax•TurboTax Online•2727•Updated 3 weeks ago

As you prepare your taxes in TurboTax Live, you can quickly connect with one of our credentialed tax experts:

  1. Select the floating Live help button
  2. Select Connect with live help at the top of the chat window
  3. Enter your question or topic area and select Continue
  4. Select your preferred method for connecting with a tax expert

The process is a little different if you're using the TurboTax mobile app. We've got instructions for how to connect with a tax expert on the app.

When talking to an expert, you’ll have the option to get guidance right on your screen with SmartLook. You can see the live expert (they can’t see you) as they guide you by drawing on your screen and providing the answers you need to file confidently. (Available on a computer and in the TurboTax mobile app; not available when using a web browser on a mobile phone or device.)

You'll connect with a tax expert who knows your unique situation. Our dedicated tax experts include CPAs (certified public accountants) who have on average 10 years of experience.

Our tax experts can schedule live reviews from 5 AM to 5 PM PT, Monday–Friday.

You can connect with a tax expert as often as you like while preparing your taxes.

When you speak to a tax expert on a specific issue or question, they take notes during your call in case you have follow-up questions. While you can't make an appointment with a specific person, the next tax expert you speak to will have reviewed any previous notes and can pick it up from there.

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