Tax pros - want an inside look at TurboTax's new full-service offering for business returns? My business partner David Leary and I just went through the process of using TurboTax LIVE Full Service for our partnership return and recorded our experience in a new video.
Watch to see:
How the onboarding and document collection process works
Where the experience fell short compared to working directly with a CPA/EA
The surprise requirements needed before our preparer could file
How responsive and available the tax expert was
If it delivers on the promises made during sales
Our candid thoughts on if we'd use the service again
While overall a decent experience for a simple return, the video showcases areas you can improve on when working directly with clients. You can use it as a learning experience to understand what business owners will now expect when getting their taxes done.
