I've always done my taxes (W2 income, rental, RSUs, ESPP, been itemizing so far, probably not for 2018) and never used a CPA. Will a service like this be useful for me or just a waste of time? Only thing I can think of is that they can look over how I am doing my rental home forms, everything else seems fairly straightforward for me, but then again, I've never used a CPA so don't know what I could be missing.This offer includes a complimentary, one-on-one tax return assessment with an Independent Tax Professional. Your free financial review features:
A fully customized examination of your 2017 tax return.
An explanation of the ways new tax reform may affect your tax circumstances – and changes you could make to improve your financial situation.
A comprehensive discussion addressing how to optimize next year's tax outcome.
An analysis of your overall financial health.
Questions on how we spend our money and our time - consumer goods and services, home and vehicle, leisure and recreational activities
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I recently got an email from TaxAct (which I have used for the past ~10 years) about some "Expert Review" they can do on my previous tax forms. Here's the email: