Intuit is committed to your success

It’s tax time. For many, this is when they receive their largest paycheck of the year, their refund. It’s a critical moment that can change the trajectory of their financial journey.

As we start tax season 2024, we are more excited than ever to unleash the power of the more than 12,000 experts on the Intuit® platform and partner with tax and accounting firms to help tens of millions of tax filers put more money in their pocket, while accelerating revenue and profitability growth for new and established firms.

Tax time is when tax preparers and accountants shine brightest. Your expertise gives you the unmatched power to change the financial lives of individuals, families, and businesses when they need help the most. Because of this, and regardless of someone’s income, tax complexity, or where they live, Intuit believes every tax filer should have access to a tax professional, and complete confidence that their tax preparer is getting them every dollar they earned and deserve at a fair price.

That’s why Intuit is wholly committed to growing assisted tax preparation and driving innovation on our platform so that expert help that fits a tax filer’s unique tax situation is always available.

Today, Intuit serves approximately 100 million customers, and 100,000 tax and accounting firms use our professional tax software. We hear from tax preparers that the industry is facing a staffing shortage. We also hear from tax filers that it’s hard for some to find a reputable tax preparer that suits their needs. This leads to more than 10 million assisted tax filers switching tax preparers each year. Many of these individuals and families are lower income, and they tell us they switch because they are looking for tax preparation by a reliable tax professional at a lower cost.

To meet the needs of these tax filers, TurboTax is committed to revolutionizing assisted tax by delivering an extraordinary tax preparation experience for filers at a price right for them. A reimagined offering for those seeking help delivered by AI-powered experts that provides benefits such as seamless data import, faster access to vital money, and a Tax Return Lifetime Guarantee covering 100% accurate calculations, audit support, and a maximum refund.

We are also accelerating business growth for CPAs, EAs, and professional tax preparers on our platform through innovative AI technology, jobs, and business opportunities. Today, there are more than 12,000 experts, and many of you are on Intuit’s AI-driven platform where you have access to free professional development, full benefits, and the latest AI-powered technology, so manual work is done for them while they focus on getting tax filers their best tax outcome. Intuit’s platform also supports independent TurboTax Verified Pros. Whether supplementing revenue growth for an established tax preparation business or starting their own business with no infrastructure or marketing costs, TurboTax Verified Pros can serve tax filers on Intuit’s platform while growing their own cash flow and profits. 

We also continue to invest in helping move the profession, independent professionals and Intuit experts alike, beyond compliance to focus on higher-value advisory services. In fact, Intuit ProConnect™ Tax and Lacerte® Tax are the only professional tax software that delivers personalized tax insights and strategies for every client, going beyond compliance so experts can accelerate their business growth.

We are firmly committed to doing our part to grow the tax preparation profession by creating jobs and furthering education through programs such as Intuit Academy, where last year we trained more than 129,000 unique learners offering free tax and bookkeeping courses. Whether you’re looking to join the Intuit talent community for tax preparation and bookkeeping revenue options, or remain independent, we encourage you to hear from other professionals about how we are invested in the success of the tax and accounting community.

Our mission is to better serve filers seeking assisted tax preparation at an attractive and clear price. So, too, is our commitment to accelerating growth for tax preparation professionals. Assisted tax preparation can deliver life-changing financial advice at tax time and beyond, so we are revolutionizing the industry with AI and AI-powered experts, focused on putting more money in everyone’s pockets—accountants, tax preparers, and tax filers.

Intuit will continue to actively and loudly promote the benefits and value of filing taxes with a professional tax preparer. We are unwavering in our goal of connecting every tax filer seeking assisted tax preparation with professional tax preparers on Intuit’s platform, so both prosper financially.

We thank you for your dedication to those we jointly serve and look forward to partnering this tax season.