Patent ID: 8756125

Claim:
A method for providing remote financial assistance, comprising: obtaining, by a computer processor, a tax help request from a customer for filing a tax return; collecting, by the computer processor and in response to the tax help request, financial information from the customer; assigning, by the computer processor and based on the financial information, the customer to a category; retrieving, by the computer processor, a list identifying a plurality of tax professionals specializing in the category; presenting, by the computer processor, the list and a plurality of appointment slots to the customer; receiving, by the computer processor and from the customer and after presenting the list, a selection of a tax professional of the plurality tax professionals; receiving, by the computer processor and from the customer, a selection of an appointment slot with the tax professional selected from the plurality of appointment slots; obtaining, by the computer processor, a tax document corresponding to the category and associated with the tax return; displaying, by the computer processor and during the appointment slot, the tax document within a tax professional online interface, wherein the tax professional provides remote financial assistance to the customer by inputting tax information associated with the customer into the tax document using the tax professional online interface.