How can I get Expert Assistance and what’s included?

Expert Assistance is available as an optional add-on for members who are eligible to file their taxes through Origin.

For the 2027 tax filing season, Origin tax filing is available to eligible members who receive Origin through their employer. Individual Origin members will not be able to file a new return through Origin and therefore will not be able to purchase Expert Assistance for a new 2027 filing.

For eligible filers, Expert Assistance provides access to a credentialed tax professional for additional guidance before submitting your return.

It’s important to note that Expert Assistance is not a full professional review of your entire tax filing. Instead, it provides a dedicated session at the end of your filing process where you can clarify items, get guidance, and ensure you feel confident before pressing submit.

Because the Expert session occurs at the end of the workflow, users must select and purchase the Expert Assistance tier before beginning their return.

What’s included:

• A dedicated conversation with a credentialed certified Tax Pro via phone or over email
• Expert guidance on 2 selected topics that you will choose at the end of the return, but before you submit
• Guidance and explanations before final submission

What’s not included:

• A full professional review of your complete filing
• Ongoing consultation throughout the filing process
• Tax preparation services performed on your behalf

If you have more complex tax needs that may require in-depth assistance, we recommend evaluating whether Expert Assistance is the right fit before starting your return.