Tax Preparation & Advice

Tax Preparation & Advice

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

This valuable service provides you with the most commonly used tax related services free of charge or at a significantly discounted rate.

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)*
Deeply discounted tax schedules that accompany the form 1040*
Unlimited advice on federal taxation for small business owners (sole proprietors)
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, and member advice on-line
Alternatively, members receive $20 off tax preparation fee at H&R Block®.**

*Limited to one (1) per household.
**For new H&R Block clients only. A new client is a person who did not use H&R Block offices services to prepare their prior year return. Not valid on federal form 1040EZ and related forms. Valid only at participating US offices. Void if sold, purchased or transferred, and where prohibited. Offer must be presented prior to completion of initial tax office interview and may not be combined with any other offer, discount or special promotion or pricing program. Valid only for tax prep fees for an original personal income tax return. © 2009 HRB Tax Group, Inc.

The tax program provides for the preparation of your federal tax forms and schedules at discounted rates. A schedule of these rates can be found on the following web site http://www.taxhotline.net.

At a cost of $168.00 per year, the Family Protection Plan is a benefit your family cannot afford to be without. Credit card customers can schedule three consecutive monthly payments of $56.00 or 12 payments of $14.00.

Print a Paper Enrollment Form to Mail or Fax