Patent ID: 8620712

Claim:
A computer-implemented method for tax preparation assistance, comprising: identifying a tax form of a consumer within a tax preparation application; receiving, from the consumer, a request for help in completing a plurality of fields on the tax form directed towards a tax topic, wherein the request for help comprises a plurality of priorities comprising an experience priority, a current workload priority, and a fee schedule priority; calculating, based on the tax topic, an estimated meeting duration; identifying a plurality of tax preparation professionals specializing in the tax topic; identifying, for a first tax preparation professional of the plurality of tax preparation professionals, a plurality of professional information comprising an experience level, a current workload, and a fee schedule; generating, for the first tax preparation professional, a matching value based on a mathematical function of the plurality of priorities and the plurality of professional information; matching, by a hardware processor, the first tax preparation professional to the consumer based on the matching value; scheduling, after matching the first tax preparation professional to the consumer and based on the estimated meeting duration and an availability of the first tax preparation professional, a first meeting between the consumer and the first tax preparation professional using the hardware processor; and notifying the consumer and the first tax preparation professional of the first meeting.