Method and system of intelligent matching for meetings

A system for tax preparation assistance, comprising:

• a hardware processor;
• a scheduler executing on the hardware processor and comprising functionality to:
• identify a tax form of a consumer within a tax preparation application,
• receive, 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,
• calculate, based on the tax topic, an estimated meeting duration,
• identify a plurality of tax preparation professionals specializing in the tax topic,
• identify, 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,
• generate, 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,
• schedule, 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, and
• notify the consumer and the first tax preparation professional of the first meeting;
• and
• a matcher executing on the hardware processor and comprising functionality to:
• match the first tax preparation professional to the consumer based on the matching value.

A non-transitory computer readable storage medium storing a plurality of instructions for tax preparation assistance, the plurality of instructions comprising functionality to:

• identify a tax form of a consumer within a tax preparation application;
• receive, 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;
• calculate, based on the tax topic, an estimated meeting duration;
• identify a plurality of tax preparation professionals specializing in the tax topic;
• identify, 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;
• generate, 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;
• match the first tax preparation professional to the consumer tax form based on the matching value;
• schedule, 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;
• and
• notify the consumer and the first tax preparation professional of the first meeting.