Affinity Federal Credit Union
800-325-0808

Tax Planning & Preparation

CPA Partners

Need a professional to prepare your taxes for you? Let one of our CPA Partners1 take care of them.

What Happens if Tax Laws Change?
  • Knowledge and Experience: Our CPA Partners 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.
  • Faster refunds: Our CPA Partners 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. Contact us online or call 800-325-0808 for a referral to a CPA Partner.

TurboTax

Need a convenient way to prepare taxes yourself? With multiple versions to meet your individual needs, Affinity and TurboTax® can help.


Tax Tools & Resources

Stay up to date with the latest tools, tips, and information from the IRS about your federal tax returns. There's plenty to learn - the links below will help you to get started!

Looking for tips and information for your state tax returns? Click here to access your state's online tax information.


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.

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.


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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. Business Continuity Disclosure Statement.

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