Discussion:Turbo Tax CPA Select

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Discussion Forum Index --> Business Growth Community --> Turbo Tax CPA Select


Taxmesoftly (talk|edits) said:

5 April 2013
I just want to get an idea by everyone using Turbo Tax CPA Select. Did you get clients or just leads this year? Problems and any of that sort? I just want to know how everyone making out on Turbo Tax CPA Select?

Fsteincpa (talk|edits) said:

5 April 2013
I had looked into signing up, but didn't like the rates they were offering.

Curious as to how others fared as well.

Taxmesoftly (talk|edits) said:

5 April 2013
I submitted prices that I can live with. I think you can change the estimates. I just want to know anyone with a problem.

BFStax (talk|edits) said:

5 June 2013
I signed up this week and they are in the process of getting my contract. I have one client referral so far and will be asking my client base later this week to submit reviews. How do you change prices? I thought they were set by TurboTax and you just had to accept the client or not based on what TurboTax says.

Did you get any clients out of it or did you just sign up as well?

I'm also wondering what type of contract they make you sign as it would be great to get clients from them and the following year just take them outside of turbotax by sending organizers, marketing material, etc... directly to them.

Rjgator (talk|edits) said:

20 June 2013
I did it from January till April 1st. Had 12 requests and closed 4. The pay is less than I normally charge and some folks were easy to work with and some were a PAIN. If you have extra time during busy season I highly suggest it, it was kind of "free money" and their was only one client that I wanted to knock out. Funny thing was we finished the return and he had agreed on a price then decided he didn't have the money, nice thing was that TurboTax still paid me.

I would give it a "B" for their first time out, some glitches but overall a decent experience.

BFStax (talk|edits) said:

20 June 2013
Sounds pretty good for a few extra bucks.

I received my contract from Intuit and what is with the agreement that you will provide a list of your clients if asked? I'm waiting a response from my contact, but that sounds very shady.

Secondly, they say that they own all of your work papers. I understand that they are paying you and not the client, but I like to own my work and not a company.

Rjgator, how come you only closed 4? Was it pricing? You didn't want to work with them? They wanted you to prepare a fraudulent return?

Rjgator (talk|edits) said:

28 June 2013
They were just fishing for prices and didn't like mine (which were pretty cheap in most instances) or wanted me to do something shady. The volume was a little less than I thought it would be, but it was their first time running it. You got your money within 45 days which was nice.

I've got it up and running now and I've had a few people ask some random questions and I wasn't really sure how to address them and/or charge them. It's kind of like getting the random phone call for free tax advice.

Bottom Line (talk|edits) said:

2 July 2013
I'm not interested in signing up for this but why are they not including EA's?

BFStax (talk|edits) said:

8 July 2013
I called my insurance company today and my underwriter said it is their policy NOT to have any third parties named on a policy. The contract you sign has a requirement that they be named. It seems very interesting that our insurance has to be the primary insurance with Intuit named as an insured party even though Intuit pays us directly and owns our workpapers.

Bottom, I'm guessing it is because everyone associates CPAs with tax. Most people have no idea what an EA is. They want the prestige of having a database of CPAs.

Fsteincpa (talk|edits) said:

8 July 2013
The question EA's need to ask is why there isn't a bigger marketing effort underway to help promote their very existence.

post restored; had been inadvertently deleted/overwritten by Hgco

Hgco (talk|edits) said:

8 July 2013
I too wondered why no EAs were included with Turbo Tax Select considering the fact that EAs (along with CPAs and attorneys) were properly included in their "Ask a Tax Expert" service.

Fsteincpa (talk|edits) said:

8 July 2013
Very curious. And here I thought it was a reasonable statement.

Hgco (talk|edits) said:

8 July 2013
It was Fstein ... Sorry, I must have inadvertently bumped your previous comment while editing my own.

Fsteincpa (talk|edits) said:

9 July 2013
Ok, that happens. I was a bit concerned at first wondering if it was being censored. The comment I made about EA's needing to put forth a public image is very much needed. No one truly knows what they do.

Hgco (talk|edits) said:

9 July 2013
Fstein, I agree with your comment.

Kevinh5 (talk|edits) said:

9 July 2013
No one uses the yellow box either.

Kevinh5 (talk|edits) said:

9 July 2013
Discussion:TurboTax Advisor

Kevinh5 (talk|edits) said:

9 July 2013
Discussion:Be a TurboTax Agent?

Kevinh5 (talk|edits) said:

9 July 2013
Discussion:Need additional income during tax season? Intuit needs tax experts.

Kevinh5 (talk|edits) said:

9 July 2013
Discussion:Intuit looking for tax line help....

Rjgator (talk|edits) said:

10 July 2013
just an FYI "Turbo Tax CPA Select" and "Turbo Tax Advisor" (from a few years ago) are two different animals for those researching.

Hgco (talk|edits) said:

11 July 2013
Exactly! There was no implication on my part that the two were the same.

Hgco (talk|edits) said:

11 July 2013
I was making the point that if EAs were allowed to participate in the "Ask a Tax Expert" service, then why limit "Turbo Tax Select" to only CPAs (not that I necessarily wanted to take part in it anyway).

Rjgator (talk|edits) said:

11 July 2013
Not sure. They seem to be feeling their way through it I get a call about once a month with them asking what I would change. I would email them about the EA thing I'm sure they will respond. I'm guessing they don't think the general public knows what an EA is and for their marketing it's easier just to go with the CPA title. Just my thought.

-and Hgco my comment above was not directed at you :)

Kevinh5 (talk|edits) said:

11 July 2013
It was directed at me and I took a direct hit. But he didn't sink my battleship.

Rjgator (talk|edits) said:

12 July 2013
I'll never try and sink you Kevin you do more for this forum than anyone else, I appreciate all your input.

CPA Select has added a new function where you can review a return for $50, it was too cheap for me but I like the thought of off season work.

Planters49 (talk|edits) said:

21 October 2013
I had some success with this program this year. My only problem was getting the clients to provide the information so an estimate could be created. I felt I wasted a lot of time with just getting an estimate to the client. Some didn't respond, etc. Also a few did not know what a CPA was. They balked at the price for a schedule C tax return. And the quote was based on the fee schedule you had to use. The other problem I had was I was getting a lot of clients from other states other than my primary state. They have made a lot of changes to address most of these issues since tax season though. We will see if the changes work when the 2014 filing season starts.

LadyLiberty (talk|edits) said:

12 November 2013
I have signed up for CPA Select!

If I am busy, I will set the seats available to one or turn it off!

Issue - When they search for me, they search under my state, how does the user find me when they must have hundreds in my state.

I have emailed them for weeks and NO response by them! Does anyone have a contact number?

Thanks Lady Liberty

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