Credit Union Members.
As a credit union member, you understand the importance of building strong relationships. There are many advantages of your credit union membership and now tax preparation services is one of them through us. And we are committed to developing a long-lasting relationship with you.
When we prepare your current 1040 individual income tax return, you'll receive up to two additional tax forms* (valued up to $160) and get prior year tax returns amended at no additional cost, if needed.
(*A few examples of a tax form are: Schedule A-Itemized Deductions; Form 2441-Child and Dependent Care Expenses; Form 5405-First Time Homebuyer Credit)
Tax Preparation Solutions.
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation, whatever your tax preparation needs—whether you're single, have a family, or a sole-proprietor business.
Our tax preparation services are convenient, simple and secure, which allows you to choose how you'd like your tax return prepared. We offer 3 solutions to meet your needs:
Personal Appointment: Our friendly tax preparers are available for scheduled phone or in-person appointments. Walk-ins are always welcome too.
Representative Office:
You can bring all of your tax documents to a representative office and they'll assit in getting your tax information to the preparers.
Independent Appointment: Because we use the most modern technology, you don’t have to plan your schedule around our office hours. Instead, you can simply choose to upload all of your tax information into our highly secure and easy-to-use online portal. This allows you to have your taxes prepared while you're in the comfort of your own home, busy at work, or doing what's important to you.
No matter how you choose to work with us, your tax professional will be in touch with you the same day we receive your tax information. We'll prepare your tax return quickly, professionally, and accurately, so you'll have the peace-of-mind it's been done right.
You are our priority and your tax return will be ready to e-file within 48 hours!
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