Tax Advice & Return Preperation
The Sure Card Benefits Plan provides comprehensive personal tax benefits including free tax return preparation and unlimited, toll-free, tax related advice during normal business hours. Additionally, you will have access to most commonly used tax related schedules free of charge or at a significantly discounted rate.
Tax Related Benefits:
- Unlimited advice for personal and business matters on federal taxation via toll-free phone call/fax/e-mail (no time or frequency limitations)
- Free mail-in tax return preparation (includes 1040EZ, 1040A, and 1040)
- Free preparation of most common schedules that accompany form 1040
- $25.00 off of tax returns prepared by Jackson Hewitt
- IRS audit assistance
- Tax professionals will review any notice or letter issued by the IRS and provide advice on how to understand and solve the matter.
- Access to a web-based IRS audit tutorial, as well as an IRS notification tutorial.
- 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
All tax and financial assistance is provided by tax attorneys, financial analysts, CPA’s, former auditors and/or Enrolled Agents certified by the IRS. Additionally, all tax and financial advice is backed by a $1 million liability policy.
