Tax Preparation & Advice Services

Access to business and personal tax benefits, including a 40% discount on corporate return preparation and free personal tax return preparation, unlimited, toll-free, tax-related advice, and more.


  • 40% savings on Business Tax Return preparation – $495
  • Free mail-in Personal Tax Return preparation (includes 1040EZ, 1040A, and 1040)*
  • Unlimited advice for personal and business matters on federal taxation via toll-free
  • phone call/fax/e-mail (no time or frequency limitations)
  • Free preparation of most commonly used schedules that accompany the form 1040*
  • IRS audit assistance
  • Tax planning
  • Review of prior year’s tax return*
  • Tax professionals will review any notice or letter issued by the IRS and provide advice on how to understand and solve the matter.
  • Access to a web-based IRS audit tutorial, as well as an IRS notification tutorial.
  • IRS notification assistance
  • Member portal with tax tips, tax law changes, tax organization area, IRS audit area, IRS notification area and member advice on-line 

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 Hotline advice is backed by a $1 million liability policy.

* Limited to 1 per household

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