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