Shows
Startup Ignition PodcastSam Stoddard: TurboTax for Immigration, YC, VC, ExitsIn this episode of the Startup Ignition Podcast, we sit down with Sam Stoddard, the co-founder and CEO of Simple Citizen—a platform often described as "TurboTax for immigration." Sam shares his journey from an accounting student at BYU to navigating the complex US immigration system for his wife, which sparked the idea for his startup. We dive into his unique path of raising venture capital before joining Y Combinator, the crisis that almost sank the company during their YC batch, and the eventual acquisition of Simple Citizen by the world's largest immigration law firm.(00:00:00) Introduction and th...
2026-02-051h 26
Smart Money CircleFormer CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessFormer CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill’s Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment ma...
2025-12-1533 min
WealthTech on DeckThe TurboTax for Financial Planning with Stephen ChenThis week, Jack Sharry talks with Stephen Chen, Founder & CEO of Boldin. Stephen is a classic entrepreneur who takes pride in creating innovative ways to help anyone achieve financial independence. He built the "TurboTax" for financial planning and has been creating platforms for SAAS, classes, coaching, and CFPs for consumers, advisors, and companies.
Stephen talks with Jack about how he makes retirement planning more accessible, collaborative, and user-friendly. He shares how he built a "TurboTax" for financial planning that resonates with DIY planners and high-net-worth individuals and how Boldin has evolved from a direct-to-consumer offering to a...
2025-10-1428 min
Fight Back with Libby ZnaimerTurboTax Error Costs Customers ThousandsNEW CMAJ GUIDELINES PRIORITIZE MENTAL HEALTH, PERSONALIZED CARE IN YOUTH OBESITY TREATMENT
Libby Znaimer is joined by Dr. Fahad Razak, General Internist at Unity Health Toronto, Provincial Co-Lead General Medicine, Dr. Alisa Naiman, family doctor practicing comprehensive primary care in Toronto and Dr. Malcolm Moore, Medical Oncologist, Princess Margaret Cancer Centre.
The Canadian Medical Association Journal has released updated obesity treatment guidelines for youth, highlighting early intervention, mental health, and personalized care. The approach moves beyond “eat less, move more,” and includes options like GLP-1 drugs and surgery when appropriate. Meanwhile, Pfizer halts its oral semaglutide trial due to a pote...
2025-04-1652 min
Moments with MarianneMaximizing Your Tax Refund with Lisa Greene-Lewis CPA and TurboTax ExpertDid you know there are still last-minute steps you can take to boost your tax refund? Tune in for an inspiring discussion with Lisa Greene-Lewis, CPA, and TurboTax Expert.Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! Lisa Greene-Lewis is a CPA and tax expert for TurboTax. Lisa has over 20 years of experience in tax preparation and breaking down tax laws. Her success is attributed to being able to interpret tax laws, help tax filers better understand them and save money. Lisa also ha...
2025-02-1612 min
The Accounting PodcastDOGE Goes After TurboTax & Remote WorkBlake and David discuss Trump's proposed Department of Government Efficiency (DOGE) and its potential impact on tax filing and federal remote work policies. They analyze the Pentagon's seventh consecutive failed audit and examine Intuit's ambitious plans to expand its enterprise offerings. The duo also explores a groundbreaking study showing ChatGPT-4 outperforming human doctors in medical diagnoses, highlighting AI's growing capabilities in professional decision-making.SponsorsRelay - http://accountingpodcast.promo/relaySuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00...
2024-11-251h 05
Sunlight TaxWhy I Hate TurboTax Part 3Today's episode is the 3rd part of my 3 part series where I'm sharing an article published by ProPublica that exposes some of the unethical practices by Intuit, the maker of TurboTax. The article details how Intuit has waged a 20-year fight against free tax filing through lobbying efforts, internal tactics, and deceptive marketing. Join me in this 3rd and final part of this series to learn more about how TurboTax has helped prevent the government from creating a free and easy tax filing system. If you enjoyed this episode, please rate, rev...
2024-07-2318 min
Sunlight TaxWhy I Hate TurboTax Part 2Today's episode is the 2nd part of my 3 part series where I'm sharing an article published by ProPublica that exposes some of the unethical practices by Intuit, the maker of TurboTax. The article details how Intuit has waged a 20-year fight against free tax filing through lobbying efforts, internal tactics, and deceptive marketing. Join me in the second part of this series to learn more about how TurboTax has helped prevent the government from creating a free and easy tax filing system. If you enjoyed this episode, please rate, review and sha...
2024-07-1615 min
Sunlight TaxWhy I Hate TurboTax Part 1Today, I'm starting a 3 part series where I'm sharing an article published by ProPublica that exposes some of the unethical practices by Intuit, the maker of TurboTax. The article details how Intuit has waged a 20-year fight against free tax filing through lobbying efforts, internal tactics, and deceptive marketing. Join me in this 3 part series to learn more about how TurboTax has helped prevent the government from creating a free and easy tax filing system. If you enjoyed this episode, please rate, review and share it!
2024-07-0921 min
Rocketship.fmThe Inside Story: TurboTax PersonalPro's Initial FailureIn November 2014, Brian Crofts prepared for a crucial meeting with two top-level executives at Intuit. One was CeCe Morken, his boss, overseeing Intuit’s Professional Tax (ProTax) business—a $422 million enterprise selling tax preparation software to accountants. The other was Sasan Goodarzi, in charge of Intuit’s $1.8 billion TurboTax division, providing software directly to consumers.Crofts had spent three years developing a new product, TurboTax PersonalPro, bridging the gap between these two business lines. Company leadership had decided it was time for a major launch, making the November meeting pivotal for finalizing a go-to-market plan.Howeve...
2024-04-2622 min
LogMeOnce PodcastWhat To Do If You Forgot Your Turbotax PasswordWelcome to today's podcast. When it comes to watching your taxes, there are few services that deliver like the online tax filing service TurboTax. Unfortunately, even the most trusted services can sometimes let you down–like when you forget your TurboTax password and can’t access your account. Don’t panic! We’ve all been there. This article will guide you through the steps for recovering your TurboTax password, so you can get back to completing your tax returns and ensure everything is in order. So if you’re wondering ‘what to do if you forgot your TurboTax password’, read on to hav...
2024-04-1605 min
The Two Vague PodcastEpisode 106 - TurboTax Game ReviewTo get you all excited for April 15th, Andrew joins Ben for a game review! They were under the impression that math was fun… until they tried this game. From relatively unknown game developer Intuit Inc. comes TurboTax! Andrew and Ben are playing different versions of the game, so they share their varied experiences with each other and YOU! Spoiler alert… as a game TurboTax is a dud, but as tax preparation software it’s fairly solid. Ben says, “NEEDS ZOMBIES!”
00:00:20 - The third person, dog of bag poop, and Andrew (the IRS) has set a deadline
00:02:20...
2024-04-0244 minThe Two Vague PodcastEpisode 106 - TurboTax Game ReviewTo get you all excited for April 15th, Andrew joins Ben for a game review! They were under the impression that math was fun… until they tried this game. From relatively unknown game developer Intuit Inc. comes TurboTax! Andrew and Ben are playing different versions of the game, so they share their varied experiences with each other and YOU! Spoiler alert… as a game TurboTax is a dud, but as tax preparation software it’s fairly solid. Ben says, “NEEDS ZOMBIES!”
00:00:20 - The third person, dog of bag poop, and Andrew (the IRS) has set a deadline
00:02:20...
2024-04-0244 min
TechstinationTurboTax offers in person tax assistance option and moreTechstination, your destination for gadgets and gear. I’m Fred Fishkin. It is crunch time for taxes again…and TurboTax can help to ease the panic and stress. For years, Intuit has offered live help online….and this year…something new. An in-person tax help option. CPA and Tax Expert at TurboTax, Lisa Greene-Lewis…
“With TurboTax we want to be able to serve all tax filers, no matter what their situation is, no matter how they want to get their taxes done. And so, some people prefer to meet someone in person and build relationships with them.”
There ar...
2024-03-2101 min
A Podcast About AITaxGPT: Shaking Up Taxes (TurboTax Under Threat?)In this episode, we analyze TaxGPT's influence on tax processes, investigating its potential threat to established platforms like TurboTax. Uncover the transformative power of AI in the realm of taxation.
2024-03-2017 min
TechstinationTechstination Interview: TurboTax adds live in-person option for filersTurboTax is giving customers another new option this year...in person tax help. And the online help is still there, too. CPA and tax expert for TurboTax Lisa Greene-Lewis chats with Techstination's Fred Fishkin.
2024-03-1407 min
Know Your Numbers REI with Chris McCormackUnveiling Deceptive Marketing Tactics of TurboTaxIn this episode of the Know Your Numbers REI podcast, host Chris McCormack delves into the controversial marketing techniques used by TurboTax. He shares insights on how these strategies impact customers and the financial world. Chris highlights the limitations of relying solely on tax software, such as TurboTax, which may guarantee an accurate tax return but overlooks proactive tax planning.
He emphasizes that TurboTax's guarantee of accuracy does not necessarily ensure that all deductions, credits, and tax-saving opportunities are maximized. Taxpayers using TurboTax may unknowingly miss out on potential savings due to errors or oversights in their...
2024-02-2911 min
The Jaeden Schafer Podcast: Inspired by Joe Rogan, Lex Fridman, Tucker CarlsonTaxGPT Unveiled: Disrupting Taxes and Giving TurboTax a Run for Its MoneyIn this episode, we explore the disruptive force of TaxGPT in the realm of taxes, discussing how artificial intelligence is reshaping the landscape and challenging traditional solutions like TurboTax.
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2024-02-1717 min
The Best One Yet🏠 “You’re grounded” — TurboTax’s forbidden word. Netflix gets WWE Raw. Starbucks barista championships.TurboTax was just banned from using the word “free” — but that word is how TurboTax won 71% of the tax prep market.Netflix just dropped $5B to live-stream World Wrestling Entertainment — And we think Netflix’s next target should be the NBA.Starbucks just announced its first ever North American Barista Championships — Call them the Goodwill Games… because they are.$SBUX $TKO $NFLX $INTUSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Be...
2024-01-2421 min
AI Investing: for the AI InvestorTaxGPT vs. TurboTax: AI's Taxation DisruptionDelve into the disruption caused by TaxGPT, an AI-powered platform, in the realm of taxes, rivaling established tools like TurboTax. Join us to understand the transformative potential of AI in taxation.
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2024-01-0616 min
AI FinanceApologies, TurboTax: TaxGPT and the AI Revolution in TaxesIn this episode, we extend our apologies to TurboTax as we discuss the AI revolution in taxes spearheaded by TaxGPT. I delve into the capabilities of TaxGPT, the evolving dynamics in tax-related tasks, and the potential shifts in the tax industry as AI continues to disrupt traditional processes.
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2024-01-0317 min
MidjourneyTaxGPT Chronicles: How AI is Redefining Taxes (Sorry, TurboTax)In this episode, we chronicle the journey of TaxGPT and its role in redefining the field of taxes, offering our apologies to TurboTax. I explore the features, advancements, and potential disruptions caused by AI in tax-related processes, shedding light on the transformative journey of TaxGPT.
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2024-01-0317 min
In Machines We Trust AIThe Tax Transformation: TaxGPT's Impact on the Scene, TurboTax BewareIn this episode, we examine the transformational impact of TaxGPT on the tax scene, discussing how AI is reshaping the industry and cautioning traditional players, TurboTax included, to take note of the evolving landscape.
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2023-12-2917 min
The Run-Up AITaxGPT Takes Center Stage: How AI Rewrites the Tax Rulebook (Sorry, TurboTax)In this episode, we highlight the prominence of TaxGPT in reshaping the tax rulebook, exploring the ways in which AI is rewriting the narrative and impacting players like TurboTax.
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2023-12-2917 min
AI InsuranceTaxGPT Disruption: Redefining the Tax Game, TurboTax Take NoteIn this episode, we explore how TaxGPT is redefining the tax preparation landscape, discussing the disruptive potential of AI in taxes and sending a gentle warning to established players like TurboTax.
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2023-12-2917 min
Your Money Briefing AIThe AI Tax Shift: TaxGPT vs. TurboTaxIn this episode, I explore TaxGPT's impact on the tax sector and its competitive edge against established platforms like TurboTax. Discover how AI is transforming the taxation domain and reshaping consumer choices.
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2023-12-2517 min
Post Reports AITaxGPT: Revolutionizing Taxation in the AI Era (TurboTax Watch Out!)In this episode, we delve into TaxGPT's transformative role in the tax landscape, exploring how AI is reshaping the taxation process and its potential implications. Join me as we uncover the disruptive influence TaxGPT poses to traditional tax software like TurboTax.
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2023-12-2517 min
Rethink. Financial AdviceInsights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill HarrisWhat can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill al...
2023-12-1843 min
The Accounting PodcastListener Mail: Compilations, Talent Crisis, ESOPs, 120 v. 150, TurboTaxBlake and David sort through the listener mailbag to find out what you think! Amongst the letters, we’ve got opinions on accounting without assurance and the industry talent crisis, as well as potential unethical practices by some tax experts, and the need for accrediting standards for accounting programs. Blake and David also address the complex nature of the taxation system and emphasize the need for industry-wide changes to address ethical dilemmas. Join us to hear all this and so much more! Sponsors OnPay - https://cloudaccountingpodcast.promo/onpayZoho - http://accountingpodcast.pr...
2023-11-291h 18
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsNavigating the Talent Crisis in Firms and the Impact of TurboTax LiveIn this episode of "Growing Your Firm," host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. They discuss David Leary's experience of being fired as a client from an accounting firm and how it led him to become a business owner and customer of accounting firms. They also touch on the talent shortage in the industry and the quality of TurboTax Live. Tune in to learn more about David's journey and Earmark Media's role in the accounting space. Earmark CPE David Leary
2023-10-1239 min
AI Hustle: Make Money from AI and ChatGPT, Midjourney, NVIDIA, Anthropic, OpenAITaxGPT: AI's Disruption of Taxes (Apologies, TurboTax)In this episode, we delve into the disruptive potential of TaxGPT and how AI is reshaping the landscape of taxation, with a nod to TurboTax. Explore the innovative applications and implications of AI-driven tax assistance, and the transformative impact it could have on individuals and businesses alike. Join us for a captivating discussion on the evolving role of AI in the tax industry and what it means for the future of tax preparation.
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2023-09-2018 min
The Accounting PodcastReview of TurboTax LIVE Full Service Business 2023 for Tax ProfessionalsJoin Blake Oliver, CPA, and David Leary as they review using TurboTax Live Full Service for their business taxes. See their candid reactions and feedback as they go through the process of filing their 2022 taxes with TurboTax for the first time.Blake and David walk through the steps of getting matched with a tax expert, gathering documents, communicating with their preparer, and finally filing their partnership return. You'll look at the portal used for document exchange, see the questions asked during onboarding, and find out what last-minute items held up their return filing.See if...
2023-07-1848 min
AI Hustle: Make Money from AI and ChatGPT, Midjourney, NVIDIA, Anthropic, OpenAITaxGPT: The Disruptive Power of AI in Taxation (Apologies, TurboTax)In this podcast episode, we explore the transformative impact of TaxGPT and its role in reshaping the field of taxation. Delve into the fascinating world where artificial intelligence meets tax preparation, challenging the status quo and leaving even industry giants like TurboTax taking notice. Join us as we uncover the disruptive power of AI in tax processes and discuss the implications, benefits, and potential pitfalls of this technological revolution.
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2023-06-1418 min
TQ TalksTurboTax owes you moneyTurboTax was ordered to shell out some chump change recently and you may be one of the beneficiaries. Find out who qualifies, how much they’ll get and for what years.
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2023-06-0214 min
The Wallet Share WarTax Industry Leader Hires TurboTax to Do His Taxes. The Results Will Shock You. I wanted real-life experience. What would the experience be like? Would it be faster, easier, less hassle, and more on my terms, or was this all about price? Was TurboTax NetJets or Spirit Airlines? Would I get nickel-and-dimed? Would there be any surprises? I determined I would be the guinea pig, and I would let my partners, colleagues, and friends know about my experience using TurboTax's live full-service tax review.
2023-05-0214 min
Friends with Tax BenefitsThe Big What If’s: Ease The Anxiety About Those Tax Scenarios in Your HeadFor our final episode of season two, hosts Lauren and Daniel are joined by TurboTax Expert Niki Reynolds to help ease your worries about all of those “what-if” tax situations. Niki reviews everything from tax fraud to how to determine if a notice from the IRS is legitimate. She also answers questions about how to file a tax extension, which receipts you need to keep, and what to do if you owe the government money. Check out this resource if you need to access IRS customer support.The views, information or opinions expressed during the...
2023-04-1319 minFriends with Tax BenefitsStarting Your Business Right: The tax choice between an LLC and CorporationAre you one of the many people looking to start your own business? Or maybe you’ve begun the filing process but aren’t sure about the pros and cons of each business structure.Meet 24-year old wedding, elopement, and travel photographer Grace Torres. In 2021, she made her side-hustle into her full-time job. Hosts Daniel and Lauren talk with Grace about her journey forming Grace Jicha Creative, LLC, how she files her taxes differently now, and what advice she’d offer to individuals starting a small business. Then, they welcome Oklahoma-based TurboTax Expert Mary Ann Ho...
2023-04-0623 minFriends with Tax BenefitsWhen Audits Happen: How Comedian Ed Reggi Got Through His Tax AuditMany of us feel a pit of dread in our stomachs when we think about the “A word.” That’s right: tax audits. Did you know that not all audits are the same? Or that by keeping certain records you might avoid one all together? In this episode hosts Lauren and Daniel speak with comedian, actor, and TED Talk presenter Ed Reggi about his experience getting audited and the character he embodied to get through it. Then, they ask TurboTax Expert Matthew Fields about different types of audits, how the IRS determines who to audit, what to do if you mi...
2023-03-3028 minFriends with Tax BenefitsScoring Points and Making Bank with Mitchell Pehlke: Student Athlete NIL DealsIn this episode we turn to the world of college sports. Hosts Daniel and Lauren learn from Ohio State lacrosse player and content creator Mitchell Pehlke about his experience navigating brand deals using his name, image, and likeness (NIL). Then, TurboTax Expert Maria Gomez delves into the tax implications for college sports players at large. Tune in to hear about managing money as a paid student athlete, product versus payment sponsorships, and what forms and deductions to utilize at tax time.The views, information or opinions expressed during the Friends with Tax Benefits podcast...
2023-03-2327 minFriends with Tax BenefitsCyberspace Investing: What You Need to Know About Crypto & TaxesSo you’re investing in crypto. Or, maybe you’re using an NFT to sell content as a creative. What does this mean for your taxes? Hosts Lauren and Daniel are joined by cryptocurrency educator and web show host, Wendy O, who breaks down the basics of crypto, NFTs, and how this new currency can translate into real world investments. Then, TurboTax Expert Joseph Bedford details how this digital currency could impact your taxes, crypto’s investment value, and the tax forms you might need to file if you purchase crypto. Specifically, Joe mentions the Internal Revenue Service’s Form 894...
2023-03-1628 minFriends with Tax BenefitsIs Inflation Deflating Your Wallet? Tax Tips From A Rideshare DriverInflation has dealt a blow to many of our bank accounts. Some of the most impacted are gig workers. These self-employed people often incur personal expenses for items that fuel their income. On this episode, Daniel and Lauren talk with rideshare driver, contributor and livestream show host for The Rideshare Guy, and author of several articles on the gig economy, Sergio Avedian. He offers advice for the self-employed on how to be financially wise while working and filing taxes. Then TurboTax Expert Joseph Bedford dives into how inflation might impact your taxes and what expenses might be deductible.
2023-03-0925 minFriends with Tax BenefitsImproving Your Financial Wellness When It Comes to Health InsurancePaying for medical expenses - from glasses to surgery - can strain anyone’s wallet. On this episode Daniel and Lauren talk with professional gut health coach Chelsea Haines, who shares her experience navigating health insurance as someone living with a chronic illness. She speaks about her decision to drop conventional health insurance and open up a Health Savings Account. Then TurboTax Expert Diana Castro reviews what you need to know about standard deductions versus itemized expenditures, the difference between a flexible savings account (FSA) and a health savings account (HSA), employment status as it relates to health coverage, an...
2023-03-0227 minFriends with Tax BenefitsWhere Do I Start? Answers for First-Time Tax FilersDo you remember the first time you had to do your taxes? Or, maybe this tax season will be your first and you feel overwhelmed with where to start. Tune in to hear how to stay on top of it, or maybe learn something new — even if you’re a veteran filer!Edgar Gatsinzi, a 22-year-old first-time tax filer in the entertainment industry, joins as our guest for this episode. He shares his story about filing alone for the first time, while Lauren and Daniel offer advice on how to navigate the process. Then Turb...
2023-02-2329 minFriends with Tax BenefitsRenovate Your Home Like A Tax ExpertAre you a first time home buyer with a lot of renovations to do? Or maybe you flip houses or plan to update a rental property. Either way, this episode is for you! Real estate investor, financial blogger, and self-proclaimed “house hacker” Lauren Bowling joins Daniel and Lauren as a guest for this episode. She shares how to make renovations on a budget and advice for new home buyers on finding the best interest rates, real estate investment, and house flipping. Then, TurboTax Expert Diana Castro breaks down what you need to know about the capital gains tax, deductions for...
2023-02-1626 min
Friends with Tax BenefitsCan I Deduct That? Tax Tricks for InfluencersAre you one of the many digital influencers who pays the bills by your own creativity, media following, sponsorships, or innovative side hustles? What do you do when it comes to filing taxes as a contractor? What can you deduct?In this episode, Lauren and Daniel learn about the life of a creator. Influencer coach, Lissette Calveiro, joins to share financial tips for the self-employed. Then, TurboTax Expert Diana Castro walks you through the 1099-K form and details what you can and can’t deduct from business expenses on your taxes. T...
2023-02-0930 min
Friends with Tax BenefitsTax Tips To Help You With Student Debt1.6 trillion dollars. That’s the number this episode is all about. It’s the total student debt owed by more than 45 million people in this country. So, if you’re one of the many, what tax advice should you use to lighten the load? Join Lauren and Daniel as they speak to consumer guest and behavioral therapist, Laci James, about her journey with extreme student debt and how she successfully advocated for a manageable repayment plan. Then, TurboTax Expert Niki Reynolds demystifies loan forbearance, loan forgiveness, income-based repayment plans, loan interest deductions, tax considerations when in deferment, and the snowba...
2023-02-0228 min
Friends with Tax BenefitsGiving and Getting Back (at Tax Time)Welcome back to Friends With Tax Benefits! In season two, we’ll be joined by special guests each episode to share their personal experiences with hot financial topics. Then a TurboTax Expert will offer advice on what steps to take when it comes to your taxes. Giving is a fulfilling part of many people’s lives. Besides supporting community work, we know that there are potentially tax benefits. In this episode, Lauren and Daniel help you figure out the tax deductions that you might be able to benefit from.Special...
2023-01-2619 min
Friends with Tax BenefitsWelcome to Season Two of Friends With Tax Benefits!Welcome Back to Season Two of Friends With Tax Benefits! We know that taxes and personal finance can be intimidating. Hosts Lauren and Daniel return to answer your questions and take the stress out of managing your money, with a healthy dash of humor. From Intuit TurboTax™, Friends with Tax Benefits dives into the tips and tricks of getting out of student debt, renovating your home, and navigating health insurance. To stay up to date with our latest financial advice, follow us on all socials @TurboTax and on our blog, blog.turbotax.intuit.com.Th...
2023-01-2601 min
The Accounting PodcastTurboTax LIVE for S Corp Pricing RevealedSponsorsOnPay - https://cloudaccountingpodcast.promo/onpayFreshBooks - https://cloudaccountingpodcast.promo/freshbooksLiscio - https://cloudaccountingpodcast.promo/liscioNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeRSVP for the Cloud Accounting Podcast Party!DECEMBER 7TH7 PM to 9 PMChandelier Lounge Cosmopolitan Hotel Las Vegashttps://cloudacctpod.link/partyShow NotesRSVP for the Cloud Accounting Podcast PartyDECEMBER 7T...
2022-11-171h 05Friends with Tax BenefitsSo You’re Thinking About Retiring One Day?Saving for retirement: we all know we should do it, but it’s hard to sock the money away when it feels so far off. In this episode Daniel, Kat, and Lauren get into the details of retirement planning, and answer some of your questions like: What should I be doing to prepare for retirement now, even in my 20s? The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The...
2022-06-0224 minFriends with Tax BenefitsSo You’re Crossing State Lines?Ever thought about becoming a digital nomad? Or maybe moving to a new state mid-year? Earning income in multiple states can make your taxes a little more complicated. In this episode Daniel, Kat, and Lauren dive into the nitty gritty of multi-state tax filing, and answer some of your questions like: How do you know how much you’ll owe in a given state if you move mid-year?The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of...
2022-05-2623 min
Tax Notes TalkFree for a Fee: Intuit's TurboTax ScandalTax Notes reporters Paul Jones and Nathan Richman discuss the $141 million settlement over Intuit’s TurboTax Free Edition program and the potential tax break for Intuit. For additional coverage, read these articles in Tax Notes:TurboTax Settlement May Open the Door to Huge Tax BreakIntuit, States Enter Settlement Over ‘Free File’ ScandalGAO: Taxpayer Use of Free File Waned After Intuit’s ExitIntuit’s Ad Campaign for ‘Free’ Tax Software Draws FTC IreIntuit to Exit Free File AllianceIntuit Fails to Secure Injunction in Tax Prep 'Bait-and-Switch' FightIntuit Free File Arbitration Strategy BackfiresNew York Governor Calls for Investigation of Tax Return...
2022-05-2021 minFriends with Tax BenefitsSo You’re Buying a Car?Buying a car can be anxiety-provoking. How do we know where to look, how much to spend, and when to pull the trigger? In this episode Daniel, Kat, and Lauren reveal their car buying tips, and answer some of your questions like: What are the best negotiation tips for purchasing a new car?The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series...
2022-05-1927 minFriends with Tax BenefitsSo You Want To Be Rich?From lifestyles of the Rich & Famous to Keeping Up the Kardashians, it’s no secret that the super wealthy do things a little differently. In this episode Daniel, Kat, and Lauren explain financial strategies often utilized by the top 1 percent, and answer some of your questions like: ‘What do the super-rich do with their excess cash?’ Plus, Daniel has a surprise for us at the top of the show.The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those...
2022-05-1221 minFriends with Tax BenefitsSo You’re Buying a Home?Whether you’re on the market for a home, or looking to invest in a rental property, the real estate market can be pretty confusing. In this episode Daniel, Kat, and Lauren share their experiences navigating mortgages and answer some of your questions like: ‘What the heck are points on a mortgage?’The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to edu...
2022-05-0524 minFriends with Tax BenefitsSo You’ve Got Kids?School? Childcare? Allowances? Whether you’re a parent or an aunty, having a child in your life can have life-altering financial impacts. In this episode Daniel, Kat, and Lauren share their financial experiences with child rearing, and answer some of your questions like: ‘can I start a 529 plan for my future children if I don’t have any yet?The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primar...
2022-04-2822 min
The Financial FoundationWhy I won't recommend TurboTaxToday we dive right into our topic of the day: Intuit TurboTax. I highlight some not so well known events recently that may affect if you are curious to use them in the future
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2022-04-2606 minFriends with Tax BenefitsSo You’re Living Together?No one ever said relationships were easy… cohabitation can bring up some big financial questions. In this episode Daniel, Kat, and Lauren share some financial questions you should ask before moving in with a partner, and answer some of your questions like: ‘what are the tax benefits of filing jointly?’ The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands. The primary purpose of this podcast series is to educate and info...
2022-04-2119 min
Albari NewsSen. Elizabeth Warren: Blame onto TurboTax ‘shady business practices’, false free file programThis episode is also available as a blog post: https://albarinews.com/sen-elizabeth-warren-blame-onto-turbotax-shady-business-practicesfalse-free-file-program/
2022-04-1908 minAlbari NewsSen. Warren charges TurboTax with ‘scamming tax payers’This episode is also available as a blog post: https://albarinews.com/sen-warren-turbotax/
2022-04-1906 min
Slate TechnologyWhat Next TBD: How TurboTax Tricks TaxpayersHow did Intuit build its TurboTax empire?Guest: Justin Elliott, reporter for ProPublicaHost: Lizzie O'Leary Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-04-1721 min
What Next: TBD | Tech, power, and the futureHow TurboTax Tricks TaxpayersHow did Intuit build its TurboTax empire?Guest: Justin Elliott, reporter for ProPublicaHost: Lizzie O'Leary Hosted on Acast. See acast.com/privacy for more information.
2022-04-1718 minFriends with Tax BenefitsLet's Have A Real Money TalkDoes money ever make you anxious? It can be really difficult to talk openly about money– that’s why this episode is a little different. Instead of our usual Q&A section, our hosts Daniel, Kat, and Lauren dive in and get vulnerable about their personal financial journeys and share some of the money-saving tips they’ve learned along the way.The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of Intuit, TurboTax or any of its brands...
2022-04-1425 min
Product, ExplainedTurbotax, ExplainedIn this episode about Turbotax, Jeff and Mike talk about dark patterns in design, confusing tax codes, and how a tax preparation software is dominating the market
2022-04-1120 minFriends with Tax BenefitsSo You're Thinking About Investing?Investing can be pretty… intimidating. It's hard to know where to start and what to actually expect (ahem, especially with your taxes). In this episode, Daniel, Kat, and Lauren each share their personal investing journeys and answer your questions like: what does inflation have to do with investing? Follow us on all socials @TurboTax and our blog, blog.turbotax.intuit.com to stay up to date with our latest financial advice. The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not...
2022-04-0722 minFriends with Tax BenefitsSo You Work from Home?Do you miss those water-cooler conversations? With remote work the new norm, we’re all navigating some unique territory. In this episode, Lauren, Kat, and Daniel share their money saving financial habits, and answer your questions like: can I write off my new standing desk? Follow us on all socials @TurboTax and our blog, blog.turbotax.intuit.com to stay up to date with our latest financial advice. The views, information or opinions expressed during the Friends with Tax Benefits podcast series are solely those of the individuals involved and do not represent those of...
2022-03-3123 min
The Best One Yet🧼 “You stopped washing your hands (admit it)” — BeReal’s anti-Insta app. TurboTax’s lawsuit. Honest’s awkward soap.You can tell us the truth: Are you washing your hands less? Sanitizing not-so-much? Jessica Alba’s Honest Co stock fell 20% because it appears so. BeReal is the anti-Instagram app trending on campuses because you get just one post a day… and they choose when. And just in time for tax season, TurboTax is getting sued by the FTC for messing with your tax season.$INTU $HNSTGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://forms.gle/KhUAo31xmkSdeynD9Go...
2022-03-3018 min
TechtalkRadio InterviewsLisa Green-Lewis TurboTax and TurboTax Online with TechtalkRadioCPA and Tax Expert Lisa Green-Lewis talks with Andy Taylor of TechtalkRadio on the Latest TurboTax and TurboTax Online and how Crypto and Digital Transfers will affect returns now and in the following year.
2022-03-2610 minFriends with Tax BenefitsSo You’ve Got a Side Hustle?Do you relate to Issa Rae’s endless list of side-hustles in Insecure? Whether it’s for financial security or a passion project, it seems like just about everyone has a side-hustle these days. In this episode, Lauren, Kat, and Daniel talk about the financial complexities that come with having multiple income streams, and answer your questions like: is my mileage tax deductible? Follow us on all socials @TurboTax and our blog, blog.turbotax.intuit.com to stay up to date with our latest financial advice. The views, information or opinions expressed during the Friends with T...
2022-03-2425 minFriends with Tax BenefitsSo You Made Money On Social Media?Ever thought about making money on TikTok? What about Instagram? The rise of the content creator economy has made personal finance and taxes a little more …interesting. Whether you're Addison Rae or a rising micro-influencer, Lauren, Kat, and Daniel have actionable tax tips for you to take to the bank in our 3 for 3, as well as answer your questions like: is my manicure tax deductible? Follow us on all socials @TurboTax and our blog, blog.turbotax.intuit.com to stay up to date with our latest financial advice.
2022-03-1724 min
Eat The RichEpisode 114 - TurboTaxIt's tax season, baby! The IRS knowns exactly how much you owe. Hell, they could do your taxes for you. But that'd be too easy! You figure it out, Bozo!
This week, we discuss TurboTax, their fraud, their iron-grip on Congress, and why they make filing taxes TurboSuck.
2022-03-161h 37Friends with Tax BenefitsIntroducing Friends With Tax BenefitsTaxes and personal finance can be intimidating. Lauren, Kat, and Daniel have your back. From Intuit TurboTax™, Friends with Tax Benefits dives into tips and tricks to topics such as side hustles, buying your first home, and moving in with your boo. We’ll answer your questions, throw in a dash of pop-culture, and take the stress out of managing your money and tying up your taxes. To stay up to date with our latest financial advice, follow us on all socials @TurboTax and on our blog, blog.turbotax.intuit.com. The views, information or opi...
2022-03-0901 min
TechstinationLatest TurboTax matches customers with expertsTechstination, your destination for gadgets and gear. I’m Fred Fishkin. It ‘s tax season again…and the folks at TurboTax….are back to make the chore a bit less taxing. The tax credits for children…and for some investments in cryptocurrency…may complicate your situation…but it isn’t anything...
2022-03-0202 min
The Accounting PodcastTurboTax To Help Gamble Tax Refund On CryptoSponsorsFreshBooks: https://cloudaccountingpodcast.promo/freshbooksCanopy: https://cloudaccountingpodcast.promo/canopyRelay: https://cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes... We'll also get into some app news, conference updates, and talk more tax, as we wander through the land of IRS troubles. 02:10 – Listener Mail: On the Sovietness of Timesheeting 06:34 – Listener Message: Squarely Tax – Cash App gets...
2022-02-1056 minTechstinationTurboTax Lassos another Super Bowl spot.and new featuresTechstination interview: TurboTax Lassos another Super Bowl spot.& new features
2022-02-0912 min
AWS Morning BriefThe Turbotax of AWS BillingWant to give your ears a break and read this as an article? You’re looking for this link. https://www.lastweekinaws.com/blog/The-Turbotax-of-AWS-BillingNever miss an episodeJoin the Last Week in AWS newsletterSubscribe wherever you get your podcastsHelp the showLeave a reviewShare your feedbackSubscribe wherever you get your podcastsWhat's Corey up to?Follow Corey on Twitter (@quinnypig)See our recent work at the Duckbill GroupApply to work with Co...
2021-10-2006 min
The Accounting PodcastIntuit TurboTax Drops Out of IRS Free FileSponsorsPractice Ignition: https://cloudaccountingpodcast.promo/piAFO Wealth Management Forward: https://cloudaccountingpodcast.promo/afoOdoo: https://cloudaccountingpodcast.promo/odooShow NotesLive from NOLA – The Cloud Accounting Podcast is on the road again! 5:25 – Banks Are Reversing Course on PPP Loans to Small Business Ownershttps://theintercept.com/2021/07/12/covid-banks-sba-ppp-loans/ 6:47 – We’ve got Voicemail! Thank you, Ray! 7:32 – This Way to CPA https://www.thiswaytocpa.com/ 9:15 – TurboTax-Maker Intuit Will Leave Free Tax Filing Partnershi...
2021-07-2552 min
pwn the future"TurboTax" for Industrial Cybersecurity (startup idea #5)Welcome to “What’s Next,” a series of posts where I explore potential startup ideas at the intersection of industrial control systems and cybersecurity.Idea #5: TurboTax for Industrial CybersecurityI wasn’t in the greatest of moods. After going deep on insurance, insure-tech, risk scoring, managed services, and passing on each, things didn’t seem to be headed in the right direction. My conviction remained high. I had lived “behind the curtain” for four years, coordinating United States Government cyber strategy, policy, and incident response from the National Secur...
2021-07-2309 min
ProactiveIT Cyber Security DailyEpisode 379 - Was Your TurboTax Account Hacked?Good Morning and Welcome to the ProactiveIT Cyber Security Daily number 379. It is Monday June 14th 2021. I am your host Scott Gombar and Was Your TurboTax Account Hacked?
REvil Hits US Nuclear Weapons Contractor: Report
Baby Clothes Giant Carter’s Leaks 410K Customer Records
McDonald's discloses data breach after theft of customer, employee info
Network security firm COO charged with medical center cyberattack
Linux system service bug lets you get root on most modern distros
Windows 10 has an optional update problem, and it's annoying
Interpol shuts down thousands of fake online pharmacies
Intuit notifies customers of hacked TurboTax accounts
Five Ri...
2021-06-1419 min
Pernix CyberTurboTax customers notified of hacked accountsIn today's episode we discuss the TurboTax hack and what you can do to prevent it.
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Connect with me:
Twitter: @PernixCyber
2021-06-1303 min
The Fine Print with George KamelHow TurboTax is SCREWING YouDoing your taxes sucks. But what makes it even worse is that "trusted" brands like TurboTax actually screw you with shady sales and marketing tactics that are designed to put more of your money in their wallet. Join Dave and George as they comb through TurboTax’s 2020 Investor Day report to reveal the true strategies of this 800-pound gorilla and teach you a better way to do your taxes. Use Dave Ramsey’s recommended SmartTax: https://bit.ly/394IFQV. Or text FINEPRINT1 to 33-789 to get a link Check out Intuit's shareholder guide: https://bit.ly/3vT...
2021-03-2821 min
Don't Retire...Graduate!TurboTax or a CPA: Which is Better for Me?
In today’s Office Hours, Eric answers Harvey's question: Who needs a CPA vs. just using TurboTax for filing your taxes? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office Hours! Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-03-1105 min
TurboTax TipsTurboTax Tips is Coming Soon!Tax tips in 5 minutes or less. It’s the stuff about taxes that can help you but you might not know. And that’s OK, because we’re here all year to make taxes simple. Get real advice for real people presented by TurboTax -- where it’s never been easier or faster to get your taxes done right.
2021-03-0500 min
More Money PodcastFiling Your 2020 Taxes: All Your Questions Answered - Susan Watkin, Accountant, Educator & Spokesperson for TurboTax CanadaIt’s that time again…tax time. But this tax season may feel a bit different than other years. And that’s because 2020 sure was a weird year. Many Canadians earned income through various benefit programs or started earning self-employment income for the first time. So what’s the best way to navigate this new tax season so it can be the least stressful possible? That’s why I’ve got Susan Watkin, accountant, educator, and spokesperson for TurboTax Canada on the show! I took some time to gather all the key questions people had about taxes for this year, and Susan...
2021-03-0445 min
The Tax-Turbo PodcastWhat TurboTax Doesn't Tell YouThis episode is also available as a blog post: https://tax-turbo.com/what-turbotax-doesnt-tell-you/--- Send in a voice message: https://anchor.fm/bobby-c-williams-jr/message
2021-02-2401 minTechstinationTurboTax tackling pandemic tax questions: TurboTax CPA Lisa Greene-LewisTechstination interview: TurboTax tackling pandemic tax questions: TurboTax CPA Lisa Greene-Lewis
2021-02-0812 min
The College Investor Audio ShowTurboTax 2021 Review | Easiest Tax Software To UseTurboTax 2021 is the easiest to use tax return software, but its pricing is one of the drawbacks. Learn more in our TurboTax Review.
2020-12-0813 min
BUZZ (for Humans by Humans)Websites, TurboTax & TinderWeekly Brand Buzz: January 1st, 2018This week the BUZZ features Websites, TurboTax & Tinder.The BUZZ is a weekly video segment that's curated by humans for humans. In other words, no evil robots have been used to create this podcast.Listen to each short episode and get fresh BUZZ from the world of marketing and beyond. Presented by Speaking Human—where marketing and pop culture collide. Visit SpeakingHuman.com/BUZZ to watch these and other podcast episodes, or to get more human content and to explore our extremely human universe.
2020-05-0602 min
The Boostart Podcast#8: Tech Review - TurboTaxEpisode Summary
As we ease our way into "Tax Season", it's always easier to have someone else do your taxes. But that takes some serious $$$ some days, and as a startup founder, that can be hard to come by. That's where Intuit's TurboTax makes it easy, with reliable and confidence-inspiring services, that come at reasonable rates!
Show Notes:
On this episode of the Boostart Podcast, we're exploring TurboTax, everyone's favorite online tax filing platform. Turbotax truly shines with it's customer service, ease of use, and straight forward approach to E-Filing. Use your phone...
2020-02-0310 min
Rocketship.fmProduct Failures: TurboTaxIt was November of 2014 and Brian Crofts was preparing for a meeting with two senior executives at Intuit. One was his boss, CeCe Morken, who ran Intuit’s Professional Tax (ProTax) business line, the $422 million business that sold tax preparation software to professional accountants. The other was Sasan Goodarzi, who ran Intuit’s $1.8 billion TurboTax business (TurboTax) that sold software to consumers. Crofts had devoted three years to a new product-- TurboTax PersonalPro -- that was a stepping stone in between these two business lines. The company’s leadership had decided it was an appropriate time for a major...
2020-01-3022 min
AM to DMPour yourself an Aperol Spritz, it's Friday! We're breaking down TurboTax drama, plus Gabrielle Ruiz is here!Pour yourself an Aperol Spritz, it's Friday! We're breaking down TurboTax drama, plus Gabrielle Ruiz is here!
2019-05-1051 min
AT&T ThreatTraq2/28/19 TurboTax; NAS Ransomware; DNSpionage; Internet Weather | AT&T ThreatTraq2/28/19 TurboTax; NAS Ransomware; DNSpionage; Internet Weather | AT&T ThreatTraq
2019-02-2800 min
Security Weekly News (Video)DNSSEC, TurboTax Hit, & DNS - Hack Naked News #209Google ditches passwords in latest Android devices, ICANN calls for wholesale DNSSEC deployment, Flaws in 4G and 5G allow snooping on calls, pinpointing device location, TurboTax Hit with credential stuffing attack, and much more! To GET A FREE 14-DAY TRIAL of Acunetix, visit: https://securityweekly.com/acunetix Full Show Notes: https://wiki.securityweekly.com/HNNEpisode209 Visit http://hacknaked.tv to get all the latest episodes!
2019-02-2626 min
AWS re:Invent 2018ARC307: How Intuit TurboTax Ran Entirely on AWS for 2017 TaxesIn this session, Intuit presents how they prepared TurboTax to take the production load, and how they gained the confidence to run their 2017 peak activity entirely on AWS. They discuss resiliency testing, game days, operational run books, working with AWS Support, and how each of these activities impacted their confidence in their reliability and availability.
2018-12-0100 min
Super Bowl 2014Love Hurts (TurboTax)"Love Hurts" — TurboTax's funny commercial directed by Bryan Buckley — originally broadcast in 2014 on Super Bowl XLVIII for 60 second...
2018-10-2800 min
Tax Savers’ UniversityWhen You Should Use TurboTaxIn this episode I explain when you should use TurboTax and not a CPA.
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Support this podcast: https://anchor.fm/taxsaversuniversity/support
2018-07-2404 min
Amazing Business RadioLisa Greene - Lewis Of TurboTax On Tax Tips That Will Save You MoneyShep Hyken interviews Lisa Greene-Lewis of TurboTax about filing taxes and saving money. Lisa shares great tax advice and mentions the most common mistakes people make when they file their taxes as well as a number of surprising deductions that many people miss. You have to pay your taxes, but you shouldn't pay more than you have to. Learn more about your ad choices. Visit megaphone.fm/adchoices
2015-12-2151 min
BriefingsDirect PodcastsBig Data Enables Extreme Personalization for TurboTaxThe next BriefingsDirect big-data innovation case study highlights how Intuit uses deep-data analytics to gain a 360-degree view of its TurboTax application's users’ behavior and preferences. Such visibility allows for rapid applications improvements and enables the TurboTax user experience to be tailored to a highly detailed degree.Here to share how analytics paves the way to better understanding of end-user needs and wants, we're joined by Joel Minton, Director of Data Science and Engineering for TurboTax at Intuit in San Diego. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Sponsor: Hewlett Packard Enterprise.]
2015-11-1831 min
2007-04-1100 min2007-04-1100 min