Tax filing services compete aggressively on price during the first quarter, and TurboTax is currently running several overlapping discount structures aimed at different filer profiles.
The baseline offer is a 10% discount on federal online tax filings, covering standard forms including W-2 and 1040, with state returns available for an additional fee. That discount applies across both the self-filing and assisted tiers. TurboTax Live Assisted — where the filer handles the return but can call on a tax expert when needed — starts at $36 under the current promotion, according to the announcement.
Full-Service Flat Fee and the March 18 Deadline
The more significant offer targets filers who want to hand off the work entirely. TurboTax Expert Full Service, which assigns a tax professional to prepare and review the return before filing, is priced at a flat $150 for new customers, with both federal and state services included. The catch is timing: customers switching to TurboTax must file by March 18 to access that rate. The company notes that prices increase as the filing deadline approaches, making early action the lowest-cost path.
The announcement includes a standard caveat that price estimates are provided before an expert begins work, and that the final price is determined at the point of filing based on the actual forms and schedules required. Prices are subject to change.
Referral Program and Business Filer Discounts
Beyond individual filer discounts, TurboTax is running a referral structure that rewards existing customers for bringing in new ones. Existing users who share a referral link receive a $25 gift card for each new customer who files through that link, up to a maximum of $500 in gift cards. New customers using the link receive 20% off federal products, with the offer valid through October 31. The gift card or charitable donation equivalent is delivered by email within 45 days of the referred friend’s purchase. The discount does not apply to TurboTax Free Edition, state returns, CD/download products, Intuit TurboTax Verified Pro, or certain add-ons.
Small business filers have a separate incentive. Filing a business tax return with TurboTax currently includes 20% off one 2025 personal federal tax return. The company says it matches business filers — specifically those with S-corps and partnerships — with small business tax experts who have relevant industry knowledge. The service positions Expert Assist as the appropriate tier for that segment, given the complexity typically involved.
Taken together, the offers are structured to push filers toward earlier action, higher service tiers, and network-driven acquisition — with price functioning as the lever across all three.
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