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Tax Frequently Asked Questions
What Happens if Tax Laws Change?

Why use Affinity Tax services?

Affinity enlists established CPA firms in key locations within the state of NJ to join our program. The firms are selected based on a strict criterion of qualifications. They also must agree to a reasonable pricing schedule. Unlike the chain tax services that use minimally trained tax preparers, you are receiving professional tax preparation from qualified accountants. By participating in the tax preparation program your Affinity financial experience has only begun. Consider one or more of the other services to take advantage of having all your financial services under one roof.

How does Affinity select the CPA Firms?

The firms selected have a proven record of good business standards and a quality performance record. All tax accountants have completed a high level of education and have many years of experience.

How can I submit my tax return to you?

  1. Complete and submit our simple questionnaire
  2. Within 48 hours an accountant will respond directly providing a no obligation price estimate.
  3. If you desire to go forward with the preparation of the return(s) you will be given the following options:
    1. Meet with the accountant directly
    2. Complete the online tax organizer
    3. Mail a tax organizer to be completed and returned to the accountant
    4. Use the branch drop off service

What are typical costs for the preparation?

The price of the returns vary based on the complexity of the return and are subject to change. Prices are as follows:

1040A & one State Starting at $150.00
1040EZ & one State Starting at $100.00
1040 & one State (Non-Business Return) Starting at $175.00
1040 & one State (Business Return) Call for pricing

When can I use your tax services?

We offer year-round tax preparation and planning services for individuals, corporations, estate, and small businesses.

Where can I get Tax Forms and Publications?

 

Questions?

If you have any questions about this topic, or any other tax issue, please feel free to contact Affinity's Tax Center online or call 800-325-0808.

 

 

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.

 

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