[zzeroparticle]

Is this service for the 85-90% of people who have simple returns consisting of a W-2, a few 1099s, and a 1098? My question is how it'll handle issues like multi-state tax returns, oodles of K-1s, and tracking the basis for those, and figuring out stuff like foreign tax credits? Would the designated Preparer know to ask such questions and wholly handle everything on their end?

(I'm guessing that for those complex issues, you'd still stick to a live accountant, and this service isn't geared towards that particular segment of the population.)

[SriniK]

Thanks for the comment.

There are two models a customer can use.

1. Stick with your existing tax professional:

Ask your tax professional to signup as an agent. Free for him/her and then you can work with them through the app. For their own customers, agents can start using the service immediately.

2. Let us assign a tax agent:

Tell us more about your requirements, we can assign agents who is suitable for you.

All agents are mandated to list their PTIN number and phone numbers so that you can call and talk to them.

So anytime, if you are not satisfied, we can drop you from the customer list of a particular tax professional.

Hope above answered your concerns.