Tax Preparation & Advice


Tax Preparation and Advice includes comprehensive business and personal tax benefits for small businesses including Free tax return preparation and unlimited, toll-free, tax related advice during normal business hours. Additionally, small businesses will have access to most commonly used tax related services free of charge or at a significantly discounted rate.


Small Business Tax Related Benefits:

  • Unlimited advice for personal and business matters on federal taxation via toll-free phone call/fax/e-mail (no time or frequency limitations).
  • Free tax return preparation (includes 1040EZ, 1040A, and 1040)*
  • Deep discounts on numerous tax schedules
  • IRS audit assistance
  • Tax professionals will review any notice or letter issued by the IRS and provide advice on how to understand and solve the matter.
  • Members also have access to a web-based IRS audit tutorial, as well as an IRS notification tutorial.
  • IRS notification assistance
  • Tax planning
  • Review of prior year's tax return
  • Member portal with:
    • tax tips
    • tax law changes
    • tax organization area
    • IRS audit area
    • IRS notification area
    • Online advice


All tax and financial assistance is provided by tax attorneys, financial analysts, CPA's, former auditors and/or Enrolled Agents certified by the IRS. Additionally, all tax and financial advice is backed by a $1 million liability policy.


Professionals will also review the prior year's tax return.


* Limit one per member


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