Tax Preparation

Tax Preparation

Our professional Tax Advisors¹ can offer strategies, give advice and prepare individual, partnership or corporate tax returns.

Getting started is easy:

Set up an appointment at the account's location by calling 800-325-0808.
Or, complete the form below to receive a free estimate to prepare your specific tax return. A Tax Advisor will contact you within 2-3 business days upon submitting the form.

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*Name (First Last)
*Home Phone
Work Phone
*Email
*Confirm Email

This form is for general inquiries only. For your protection, do not send information such as your member number, Social Security number, etc. If you have specific questions regarding your membership, please contact us by phone, or log in to Internet Home Banking and select "Secure Live Chat."

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¹ Tax preparers are independent contractors, experienced in income tax preparation. Tax services are not provided by nor supervised by Affinity Federal Credit Union or Affinity Investment Services, LLC.

Securities offered by Affinity Investment Services, LLC, 73 Mountain View Boulevard, Basking Ridge, NJ 07920, member FINRA/SIPC. Investments offered by Affinity Investment Services are not deposits or obligations of Affinity Federal Credit Union. They are NOT NCUA INSURED and NOT GUARANTEED by Affinity Federal Credit Union or any governmental agency and are subject to INVESTMENT RISK, including LOSS of PRINCIPAL. Investments may lose value. Affinity Investment Services, LLC is a wholly owned subsidiary of Affinity Federal Credit Union. Affinity Investment Services, LLC Business Continuity Disclosure Statement.