Patent ID: 7912767

Claim:
A system, comprising: one or more processors; a memory coupled to the one or more processors, wherein the memory stores program instructions executable by the one or more processors to implement a tax preparation application configured to: receive data from a user of the tax preparation application; populate a tax return for the user with the data identify, in the tax return, an income of the user; identify, in the tax return, a value of a tax field for the user; obtain an average value of the tax field for a plurality of users having a plurality of incomes within a predefined range of the income of the user; calculate a difference between the average value of the tax field and the value of the tax field for the user; present, in response to the difference exceeding a threshold difference, an option, identifying the tax field, to the user to contact a tax preparation professional; receive, from the user, a selection of the option; and subsequent to the selection of the option, provide remote interaction with the tax preparation professional, wherein the user interactively completes the tax return with the tax preparation professional.