An optional set of screening questions targeted on the pareto of issues from your support activities and items often missed. Some error trapping for likely issues. IE; double entries. dollar figures that are exactly alike for dividend entries for instance. These could all be in optional levels of assistance. Couple of early mailings to a customer from last year with friendly reminders of what they should keep organized and have copies of. Good marketing tool also. Perhaps by category of user, IE; non investor, investor, whatever.

I use TurboTax to do my tax returns every year, and it's so simple and easy to use! It took me no more than maybe 20 minutes. They are also very thorough in their questions, but make the information easy to understand. A little bit pricey for me, but ultimately worth every penny. Love it!

Very easy step by step program. Was able to go through it all and feel good about sending my returns in for filing. Love the way it transfers needed information to double check with last years returns. Then just fills in all the information used each year.

My dad used to do my taxes for free for me when i was younger with Turbo Tax. He always pre-ordered online for easy store pick up. The whole process seemed so simple! He is an accountant and I know he is busy so i thought I would do it on my own. Intimidated I went to a store and they took hundreds of dollars off of my refund! I didnt know until I later found Turbo Tax free tax calculator online. The next year (last year) I decided I would follow in my fathers footsteps and purchase the program. I did mine and my boyfriends taxes. This year EVERYTHING was already there!! I only had to update our earnings and it was basically done! Last year I thought "I will try to go on the states website to do my state taxes free", but I had to reenter everything and make sure it all matched. It intimidated me! So I went back on to Turbo tax and submitted the state refund and paid with my debit card. This year it was even EASIER yet again! I just filed both Federal and State at the same time. They were able to deduct the fee from my Federal return. NO MONEY UP FRONT! I had enough $$ coming back to cover it and then some! Even with the price of the Turbo Tax Software and our small processing fees, we both still saved HUNDREDS compared to going to a retailer! It walks you through step by step and explains things if needed.. They should almost rename it Filing Taxes for Dummies because it is literally THAT EASY!! I can even offer to help a few close friends as it allows you to enter several on one computer! Helping my friends they are generally super nice and have given me thank you cards with free coffee certificates! Whats not to love about all that?!

I live in NY. I filed for my mother in law who moved from NY to SC in 2017. Also filed for my daughter who works in ME. It's great that I can get the info and forms. Not so great that the system set up a ME return for my mother in law that I never requested. Also not so keen on all these extra fees.

Have used Turbo Tax since it first came out years ago. Over the years the questioning for each area was clear and concise until this version (2017). Many of the questions had no explanation and weren't clear on just what they were asking. Some questions were asked multiple times and if you backed up on the forms it then advanced into different sets of questions. Totally confusing.

We've been using TurboTax for years now and cannot imagine going back unless we actually EVER get to the point of being able to file taxes on an index card. I'm not holding my breath. Until then, and I saw this as a reasonably well-educated person, filing taxes is a great frustration and headache. TurboTax has been a huge help and saved me a mind-blowing amount of time. I highly recommend it.

I rent my home for less than 15 days every year and receive a 1099-MISC from the rental agency. Turbo Tax does not allow me to enter this Form without paying taxes and the TT instructions tell me to simply not report this 1099-MISC Form. But then I receive a bill (yearly) from the IRS for back taxes and penalty and I have to write a letter explaining the situation. It is a pain!

I really like the Ease of use and walk through Turbotax provides. I wish the Deluxe version allowed managing the dividends for my small number of Stocks versus having to go to Premier. Filing electronically and securely is a breeze. The added security of providing positive proof of identity with my drivers license makes me and my wife feel more secure.

I liked the entire program and how completing my return for both the Federal and State were all done in one sitting. I did have all of my input ready, which helped greatly. I like the ability to quit when I want to and the system allows me to pick up right where I left off. The process is very logical and allows me to review each section in detail or or just go to the ones that I want to complete. The download feature from various financial institutions is really slick and helpful. All in all, I am very satisfied and happy with Turbo Tax.