My TurboTax dilemma solved with great Customer Service...

Posted by Dan on Feb 19, 2008 @ 5:23 PM

Good service oftens goes unnoticed, so I wanted to public thank Bob Meighan, the VP of TurboTax, for helping me get some older .tax files in which I could locate either the PDFs or the original documents I had printed.

I tried tracking down my old TurboTax installations, but I couldn't find the files for the years I was missing. They've either been thrown out or were lost in our robbery last year.

My guess is this isn't an uncommon request, but Bob got me the PDFs I needed ASAP. Anyway, I always like to recognize when a company goes the extra mile to help me out quickly.

Categories: Personal

8 Comments

  • Bob Meighan's Gravatar
    Bob Meighan
    Thanks Dan. As you mentioned, good service often goes unnoticed. Just as unusual is for someone to take the time to publicly say thanks. It happens, but all too often we don't take the time. The fact that you took the time says a lot about you.

    Thanks,
    Bob Meighan
    VP, TurboTax
  • Dan G. Switzer, II's Gravatar
    Dan G. Switzer, II
    @Bob:

    Thanks again. Many moons ago, I worked in Customer Service so I know how seldom people go out of their way to acknowledge good Customer Service. Unfortunately, the factor that usually motivates people to comment is when they have a bad experience. I think it's just as important to comment when you have a extremely positive experience and with blogs, this makes it much easier. :)
  • DAMON SWANK's Gravatar
    DAMON SWANK
    I'D SURE LIKE TO KNOW HOW YOU REACHED A V/P!

    IF I CALL THE NUMBER, IT HANGS UP ON ME.

    IF I ASK FOR CHAT, I GET A ROBOT.

    ALL I WANT TO DO IS OPEN MY 2004 RETURN.

    I CAN DRIVE TO THE WAREHOUSE AND RETRIEVE THE FILE FASTER THAN TRYING TO SOLVE THIS PROBLEM WITH THE "HELP" OF TURBO TAX.

    DS
    5 SEPT. 2008
  • Dan G. Switzer, II's Gravatar
    Dan G. Switzer, II
    @Damon:

    My memories a little fuzzy on the details. I believe Bob saw a post I made on the forum and e-mailed me directly. It's possible I e-mailed him directly from an e-mail address I found through Google search though.
  • Barry's Gravatar
    Barry
    Hey, have you heard that Intuit is going to charge customers an additional $10 for EACH federal return they file (beyond 1) from TurboTax, in addition to the initial purchase price of the software. What a ripoff. I guess I needed a reason to start looking for alternatives.

    Barry
  • Richard Carteaux's Gravatar
    Richard Carteaux
    I wish that I could retreive some 2004 TurboTax .tax files. I have a different computer than what I had in 2004 and have tried to retreive the 2004 files. I do have the 2004 CD. I installed the 2004 program and ran through the update process. When I try to open the .tax files, the program indicates the following error: "...Return.tax is not a valid 2004 TurboTax file. If you are trying to open a TurboTax file from a previous year..."
    When I look at the files on the drive they show up red. [normal file color is black] when I try to copy or move them I get an error message indicating that access is denied. When I go to properties on the file(s), the advance attributes "Encrypt contents to secure data" checkbox is seleted. What do I need to do to retreive these files?
  • Olivier Travers's Gravatar
    Olivier Travers
    Hi, I hope this comment will be deemed appropriate, but I understand if you choose to moderate it as I'm going to tout my own horn. We're operating a site called Taxprinter.com where people can upload their old TurboTax files to get a PDF by email. We have most federal and state old versions and provide the service for a fee to help people who lost the software but need a copy of their old returns.
  • Dan G. Switzer, II's Gravatar
    Dan G. Switzer, II
    @Olivier:

    Since it pertains to the topic at-hand, the post is fine.

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