Intuit's "Right For Me" strategy builds on three elements: products and services that make taxes less taxing; delivering TurboTax where and how customers and prospects want and cost-efficient service; and support when and where it's needed.

"The 'Right For Me' strategy opens up exciting new avenues for Intuit to reach this country's 130+ million taxpayers with specifically designed tax saving solutions and, as a result, capitalize on a potential $1.5 billion opportunity," said Tom Allanson, senior vice president of Intuit's Consumer Tax Division. "Our goal is to be at the right place, at the right time with the right products and services. As a result, we expect customers will look for solutions that are specific to their needs."

Making Taxes Easier
Intuit's "Right For Me" strategy starts with offerings that make preparing and filing taxes less taxing. These include products and services for specific customer profiles and smart software that morphs to meet each customer's needs. In addition, TurboTax is moving beyond tax returns by making it easy for taxpayers to benefit from an entire solution of customized information, planning and organizational tools and resources.

As part of the "Right For Me" strategy, Intuit will offer a suite of new desktop products, features and online services that will be available in December 2002. These new offerings include:

• TurboTax Deluxe Investor Edition: specifically designed for taxpayers who invest in stocks, bonds, and mutual funds. Includes additional advice and guidance beyond what TurboTax Deluxe provides.
• TurboTax Deluxe Retirement Planning Edition: specifically designed for people who are retired or are planning to retire in the next ten years.
• TurboTax en Español: the first tax preparation software with a Spanish interview.
• My Tax History: software that changes to each customer's unique tax situation, using more tax information from previous years to give customers the ability to streamline the TurboTax interview.
• My TurboTax.com: a new personalized online subscription-based service offering year-round help and customized actions to save money and organize with personalized tax content, tools and alerts.

"As peoples lives change, whether they buy a home, have a baby or retire, so does their tax situation. They have a specific need for more specifically designed tax saving solutions," said Allanson. "By delivering products and services that are designed specifically for those changing needs, taxpayers need to feel confident they will avoid mistakes so they can save more money."

Everywhere Our Customers Need Us
The second element of Intuit's "Right For Me" strategy is focused on delivering TurboTax products where and how customers want it. Once ready to renew or purchase, customers can choose from an expanded list of traditional distribution channels or a number of new, non-traditional distribution options being enhanced this tax season.

Intuit is also expanding its relationships with financial institutions, increasing the number of Instant Data Entry institutions, which rose from 10 in tax year 2000 to 45 in 2001. The total number of TurboTax affiliates reached 1,100 last tax season and will again expand this year.

Better Service at Lower Cost
The third component of Intuit's "Right For Me" strategy is to provide a great customer experience while reducing support costs. Intuit is expanding its online self-service website and live one-on-one Web chat option, providing convenient choices that simplify access to technical support answers, tips, and instructions 24 hours a day, seven days a week.

About TurboTax
In its 18th tax season, TurboTax was the No.1-selling tax preparation software program in 2001, with 71 percent share of units sold at retail according to NPD Intelect. Its Web-based counterpart, the TurboTax for the Web service, is the most popular site for online tax preparation and filing services. With more than 18 years of personal finance expertise, the TurboTax family of products saves time and money for more than 14 million Americans each year.