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Tax Preparation, Advice, and Audit Assistance

It is now that incredibly busy month of the year when most people are wrestling with organizing and preparing their taxes for last year. How much did I make from all sources? Have I declared all of my deductions? Are there any new tax credits or advantages I don’t know about? Will I receive a refund or have to pay the government? If any or all of these questions have you baffled, then please use your fantastic HCCUA benefit for tax preparation, tax advice, and even audit assistance, if needed.

The HCCUA comprehensive tax program includes a free and sole-proprietor simple tax return preparation, and deeply discounted fees on a preparation for complex tax returns. You can be comforted by knowing you have unlimited toll-free advice from a tax expert, and also feel reassured by using the HCCUA Member portal that features tax tips, information on tax laws, advice on how to organize your taxes, and a review of the tax law changes. These supportive services may answer many of your questions and put your mind at ease about the tax process!

You will receive a free review of your prior year’s tax return, expert advice on tax planning, and help with investment strategies. This service is given to HCCUA Members regardless of income levels and employment, whether you own a home-based business, became divorced during the past year, or just received an inheritance. This fantastic benefit can save you hundreds, even thousands, of dollars!

Perhaps you could benefit from knowing more about investment strategies, pre-tax benefits and accounts, or retirement planning. Those vital issues can be addressed with your tax expert. Perhaps you would like to know more about the tax advantages of home ownership, or the benefits of having an IRA account. Again, as a HCCUA Member, you can receive all of this valuable information free with personal, expert advice tailored to your needs and your specific questions.

In the unlikely event that you have an IRS audit, you are not left alone to struggle or become overwhelmed. As a HCCUA Member, you can have IRS audit assistance with unlimited, live contacts between you and the tax preparer. Your HCCUA benefit includes direct answers to your tax and audit questions, interpretation of tax laws, and preparation of materials for the audit.

Although no one likes tax preparation time, as a HCCUA Member, you have a distinct advantage over others. You are fully supported by tax experts, you can have all of your tax and financial questions answered, and you have ongoing supports through any ensuing difficulties that may occur with the IRS. There’s no need for you to worry, become disgruntled, or feel afraid when you are a HCCUA Member. Relax, let your personal tax expert help you, and look forward to hopefully receiving a tax return.

Enjoy the last lingering of winter, and make your life extraordinary.

Dr. Lynn S. Morgan, President Health Care Credit Union Association
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