Speak With a Tax Professional
Personalized Answers to Tax Questions
30 minutes of Advice via Phone or Live Chat
Unlimited Secure Email Advice All Year
Expert Tax Advice just $19.95
Benefits of Service
One-on-One Personalized Tax Advice
Each of our on-site Certified Public Accountants (CPAs) and Enrolled Agents have extensive knowledge and expertise in tax law, tax preparation, audit process, and the various sides of navigating the tax system.
Expert Advice to Maximize Your Refund
Our on-site CPAs and Enrolled Agents are available to answer your tax questions, to help you get the refund you deserve.
Peace of Mind - Experience You Can Trust
Taxbrain, a service of Petz Enterprises, Inc. (PEI), is built on 35 years of experience in providing customers with industry leading solutions for tax preparation, electronic filing and tax-related financial services.
How it works
- Submit your contact information and the type of help you need on the contact form provided. Include a phone number where you can easily be reached during the day.
- Receive a call back from a tax expert within one business day or sooner.
• One of our CPAs or IRS Enrolled Agents will discuss your concerns and provide the answers you need.
• If you already have a tax return started in your Taxbrain account, we can help with that too! Read more about Taxbrain Professional Review, an additional service that is available if you need us to review, adjust, sign and e-file your return for you. - For $19.95 you get 30 minutes of phone or Live Chat with a tax professional, plus unlimited tax questions answered through your Taxbrain secure email account all year. If you do not have a Taxbrain account, you can still have your tax questions answered by phone or Live Chat.
Expert Tax Advice FAQ
What sets Taxbrain's Expert Tax Advice apart?
Our highly qualified tax professionals can answer questions that extend beyond simple tax preparation and technical support when you file your taxes online. Get personalized advice specific to your tax situation. Have added peace of mind you are getting the refund you deserve. Our staff consists of Certified Public Accountants (CPAs), IRS Enrolled Agents and qualified tax professionals, with extensive knowledge and experience navigating the tax system, and our Taxbrain software. We are available throughout the year, on-site at our United States based corporate headquarters located in California. |
How does it work?
For $19.95 you get 30 minutes of phone or Live Chat with a tax professional, plus unlimited tax questions answered through your Taxbrain secure email account all year. If you do not have a Taxbrain account, you can still have your tax questions answered by phone or Live Chat. Call us at 1-866-829-2724 during our business hours, Monday - Friday, 9 am - 4 pm PST. Our Expert Tax Advice service is available via phone or Live Chat. You can also request this service thorough our YOU&USsm video chat. To schedule a session, complete and submit the Taxbrain registration form. You will receive a call back within one business day or sooner. |
Do I need Expert Tax Advice or Customer Support?
Taxbrain tax professionals are legally qualified to answer questions related to U.S. Federal tax laws for individual tax returns, as well as questions about state tax returns. Taxbrain Customer Support Representatives can provide guidance and answers to your questions about using our self-service software, including issues involving site navigation, printing, electronic filing, tax form updates, interview question navigation, and product functionality. Customer Support Representatives are not licensed to provide tax advice, tax strategy, or prepare your return. If your questions are related to technical support, please go to our support page for a menu of options.
|
Can the Taxbrain Expert Tax Advice representative prepare and sign my tax return?
Yes. Taxbrain's on-site CPAs and Enrolled Tax Agents are available to review, sign and file your tax return. If you would like the peace of mind that your tax return and source documents have been reviewed and signed by a qualified professional, you can upgrade to our Signature or Full-Service Professional preparation option at any time. Learn more about our Professional Services.
|
What are the hours of operation for Expert Tax Advice?
Taxbrain's Expert Tax Advice is available Monday - Friday, 9 am - 4 pm Pacific Standard Time. Professional Services requests received after business hours will be promptly responded to on the next business day.
|
|
Are there any other areas or topics not supported by Taxbrain's tax professionals?
Yes, the following topics are not supported by our tax professionals:
• Local, Municipal, or School District tax questions • Business incorporation issues • Legal questions regarding like-kind exchanges (section 1031 exchanges) • Legal questions pertaining to estates and trusts Non-Resident or Expatriate Returns • Callbacks to international locations • Issues unrelated to the preparation of the tax return • Tax issues unrelated to income taxes (example: sales, use, inheritance taxes) Our tax professionals may refer you to a local tax preparer or directly to the IRS based on the complexity of your issue. You will not be billed in the instances where your questions are not able to be specifically answered or guidance provided. |
