Tax Preparation & Advice_________________________________________

 

This comprehensive tax program provides members with free & discounted tax return preparation and unlimited, toll-free, tax related advice during normal business hours. Additionally, members will have access to deep discounts on most tax schedules.

 

Product Benefits & Features

 

Family Protection Plan members receive all this:

  •       Unlimited advice on federal taxation via toll-free phone call/fax/e-mail
  •       Free tax return preparation (includes 1040EZ, 1040A, and 1040)
  •       Discounted preparation of all tax schedules that accompany the form 1040
  •       $25 discount on tax return preparation at all Jackson Hewitt locations.    

 

Federal taxation for small business owners (sole proprietors) Unlimited advice on:

  •       IRS audit assistance
  •       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
  •   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. This team of professionals is ready to answer your tax questions in a confidential and secure environment.

Additionally, all tax and financial advice is backed by a $1 million liability policy!