Does Pro Expert/support provide tax refund advice

prafull
prafull Member Posts: 1 Newcomer
in Filing my taxes

Hello,

I am new to FreeTaxUSA, I wanted to check if the FreeTaxUSA pro expert provides individualized recommendation to save on tax, depending upon my situation?

Any insight, experience and suggestion is really appreciated.

Thanks in advance.

Best Answer

  • Austyn
    Austyn FreeTaxUSA Agent Posts: 29 image
    Answer ✓
    Hello,

    Yes, our Pro Support service does provide individualized tax recommendations based on your specific situation. When you upgrade to Pro Support, you'll work directly with certified tax professionals who can review your tax return, answer questions, and provide personalized advice to help optimize your tax situation.

    Pro Support includes:
    - Access to certified tax professionals who can give you personalized tax advice
    - Phone support and screen sharing for more detailed assistance
    - Priority service with faster response times
    - Help identifying deductions and credits you may qualify for based on your circumstances

    This is different from our Basic and Deluxe tiers, which provide general software guidance but not personalized tax recommendations.

    If you'd like to upgrade to Pro Support, you can do so by clicking "Support" in the upper right corner of your account and selecting "Pro Support."

Answers

  • Hopeful
    Hopeful Member Posts: 6 Newcomer
    edited January 31

    So there are three levels of support you can buy?

    Is there a link to this info? With the details and price for each?

    Maybe a side by side comparison? All I am seeing is a popup page for two different supports and I cannot easily compare and the pop-up's also have drill downs to get to the details.

    My photographic memory is challenged.

    I would really like to know what happens if there are calculation updates after you file. I've always filed at the last minute to get all updates but this year, I am interested in getting this chore done early but am trying to know what to expect.

    So for example, if the customer did not make a mistake but needs to amend due to a software update - Is that covered with basic/no support or do you have to upgrade in this scenario?

    And at what point do you have to upgrade? Prior to knowing about the software update?

    Thanks ahead,

  • TaxMorgan
    TaxMorgan FreeTaxUSA Agent Posts: 79 image
    Hello Hopeful,

    You can find our pricing information here: https://www.freetaxusa.com/pricing/

    If you scroll down to the middle of the page where it says "One Service, Three Options for Support" the pricing and services for the three levels of support are listed.

    Basic Support $0
    Get help from our skilled customer service agents through email and our in-app support center.

    Deluxe $7.99
    Live chat with experienced support agents and get unlimited amended returns.

    Pro Support $44.99
    Get personalized advice from a Tax Pro via phone calls, live screen share, or live chat.

    Free amendments are included with Deluxe and Pro Support, they cost $16.98 with Basic.

    Upgraded support options are generally available until your tax returns have been finalized and submitted or mailed.

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