Review of TurboTax LIVE Full Service Business 2023 for Tax Professionals

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.