

Intuit acquired them before demo day, pre-empting their Series A. GoodApril is an example the company went through TechStars in 2013 and was focused on tax planning, initially for gig economy workers.

They’re also strong at sniping competition early, before it becomes a serious threat. Even the Justice Department recognizes TurboTax as a functional monopoly, and forced Intuit to sell CreditKarma Tax in order to complete the acquisition. They’re incredible at playing regulatory defense by constantly and subtly opposing any government efforts to simplify taxes, which simultaneously makes their product more valuable and raises the bar for new entrants. In taxes, there’s no clear second player with near the level of distribution, automation, community, trustworthiness, brand recognition and regulatory capture that they have. Tackling TurboTax asymmetrically has a real shot.įrom the outside looking in, TurboTax has a near impregnable moat. Tackling TurboTax head on is probably a waste of money. It’s taking consumer finance companies with massive distribution, combining them with a tax preparation API and real-time visibility into users tax position. Today, I think this is the way TurboTax gets dismantled. They’d press it at the end of the year and it would automagically file their taxes for them.”Īt the time I thought the idea was appealing, but didn’t think much more about it. Member FDIC.“What if we could give customers a button. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. "Chase Private Client" is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking account.īank deposit accounts, such as checking and savings, may be subject to approval. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. is a wholly-owned subsidiary of JPMorgan Chase & Co. “Chase,” “JPMorgan,” “JPMorgan Chase,” the JPMorgan Chase logo and the Octagon Symbol are trademarks of JPMorgan Chase Bank, N.A. JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. Annuities are made available through Chase Insurance Agency, Inc. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.Īsset allocation/diversification does not guarantee a profit or protect against a loss. THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. Past performance is not a guarantee of future results. Intuit and TurboTax are trademarks and service marks of Intuit Inc., registered in the United States and other countries. NOTE: Each account must be entered separately.
TURBOTAX 2021 PASSWORD
Enter your username and password when prompted for credentials.Morgan Private Banking” to search for the financial institution Within the TurboTax software, use “J.P.NOTE: All available tax forms for all Brokerage and Managed (CSP, MFAP, PMP) accounts accessible by username can be imported.įor Managed (JPMIP, TAP, OAP, and DFI) Accounts
TURBOTAX 2021 CODE
