Annette J Williams

US Patent:

7912767, Mar 22, 2011

Filed:

Oct 29, 2007

Appl. No.:

11/927176

Inventors:

Alicia D. Cheatham - Allen TX, US
Tanjanique M. Lutcher - Plano TX, US
LaTasha Y. Sims - Plano TX, US
Annette M. Williams - Plano TX, US

Assignee:

Intuit Inc. - Mountain View CA

International Classification:

G06F 17/22
G07F 19/00

US Classification:

705 31, 706 21

Abstract:

A tax preparation application may initiate a tax preparation process for a user. The tax preparation process may detect that the user is having difficulty with the tax preparation process and present an option to the user to contact a tax preparation professional. If the user chooses to contact a tax preparation professional, the tax preparation application may present a list of tax preparation professionals to the user and request the user select one. Subsequent to the selection of a tax preparation professional, the tax preparation process may establish a communication channel between the tax preparation application and the tax preparation professional so that the tax preparation professional may assist the user. In some embodiments, the tax preparation process may be performed on a kiosk.