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Tax Center

The Affinity Tax Center has all the resources to help you develop a sound tax strategy. Whether you need a professional to prepare your taxes or you need a convenient way to prepare taxes yourself...Affinity has a solution.

 

Tax Advisors
What Happens if Tax Laws Change?

Need a professional to prepare your taxes for you? Let our Tax Advisors1 take care of them.

  • Knowledge and Experience: Our tax advisors are Certified Public Accountants with years of experience, a proven record of quality performance and competitive pricing.
  • Convenience: Meet with a CPA by phone or in person, whichever you prefer. You can even drop off your tax information at any Affinity branch.
  • Faster refunds: Our advisors can file your return electronically, which means you'll usually receive your refund in less than 10 days.
    • Your refund can be automatically deposited to your Affinity account, for immediate access.

If you have any questions, contact an Affinity Tax Advisor or call 800-325-0808, option 4.


Plan, Prepare, & Pay
The Financial Consultants at Affinity Investment Services can analyze all of the financial services that affect your taxes. We'll look at your investments and your home equity, as well as your retirement and estate planning goals. Then we'll show you how to improve your tax situation for April 15th and beyond.

 

TurboTax
TurboTax
TurboTax

Need a convenient way to prepare taxes yourself? Affinity and TurboTax® can help.

TurboTax has multiple versions to match each member's individual tax preparation needs, free tax tools and members-only discounts including:

  • TurboTax OnlineSM Free Edition - FREE solution for 1040EZ returns
  • 15% discount (federal only) on:
    • TurboTax Online Deluxe - helps you maximize deductions
    • TurboTax Online Premier - provides assistance with investments and rental properties
    • TurboTax Online Home & Business - offers additional help for your Schedule C
  • 10% discount on downloadable TurboTax software (federal and state)

Find out which TurboTax product is right for you.

 

Tax Tools

For additional forms, publications, and information see our Tax Resources. If you have any questions, contact an Affinity Tax Advisor or 800-325-0808 option 4, then option 4 again.

Paying your taxes is easy & convenient with Affinity Visa & MasterCard. Just Call 800-2PAY-TAX.

 

 

1Tax 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.

TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks are the property of their respective owners.

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.

 

Financial Answer Center
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