Professional Tax Preparation, Advice & Audit Assistance

A comprehensive tax program providing free tax return preparation, deeply discounted tax schedule preparation and unlimited, toll-free, tax related advice during normal business hours.

• Unlimited personal and sole-proprietor small business federal taxation advice by toll-free phone/fax/e-mail
• Free tax return preparation (1040EZ, 1040A, and 1040) and discounted preparation of form schedules*
• Review of prior year’s tax return
• Member portal with information on tax tips, tax law changes, tax organization, IRS audits, IRS notifications and on-line member advice
• IRS audit assistance
• IRS notification assistance
• Tax planning
• $20 discount on tax services at H & R Block for new customers

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

DETAILS AND PROVIDER TERMS AND CONDITIONS FROM LEGAL CLUB OF AMERICA®

We provide the voice behind the software. With today’s tax software programs, users need more than help screens. Our experts step in with tax advice tailored specifically to an individual’s unique situation. Live, one-on-one, direct answers to members’ tax questions over the phone. When pop-up screens just aren’t popping up with the right answer, our experts are a phone call away with reliable advice.

We interpret “IRSspeak”. Our experts will review any notice or letter issued by the IRS and provide professional advice on how to understand and solve the matter. They assist and advise members who get audited. They review the IRS audit notification and help sort out the facts. Members also have access to a web-based IRS audit tutorial, as well as an IRS notification tutorial that helps take the terror out of those ominous-looking IRS letters.

A tax advisor for people in all income brackets. According to Thomas J. Stanley in his book The Millionaire Mind, “The number one activity for millionaires is consulting with a tax expert.” For most of us, tax consultation isn’t that high on our list of things to do, but it’s still vitally important for nearly everyone at one time or another. HCCUA members seek and receive advice on the tax implications of all these everyday financial matters:

• Individual Retirement Accounts, Roth IRAs, 401k plans, SEPs
• Real estate timing and strategies
• Retirement planning
• Capital gains
• The tax advantages of home ownership
• Investment timing and strategies
• Divorce
• Healthcare spending accounts
• Inheritance

Our experts will also review a member’s prior year’s tax return. This review can reveal costly errors and generate a source of extra tax savings. Some of the typical questions our experts hear are:

• Should I open a Roth IRA?
• Is the money I inherited taxable?
• Is my Social Security or retirement taxable?
• Which deductions can I take if I have a home-based business?
• How does the capital gains tax work?
• Should I itemize deductions?
• Do I get a tax break for child care expenses?
• Which tax form do I file?