Tax Planning & Preparation :: Affinity Federal Credit Union

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Tax Planning & Preparation

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Tax season can be one of the most stressful times of the year. Are all your receipts and forms in order? Do you know what you can and can't deduct? When do you have to file what and how? Do you know who to call when you want expert accounting advice?

Fortunately, Affinity offers solutions for the do-it-yourselfer as well as those who want the help of a trusted CPA.

TurboTax via Online Banking	Trust an Affinity CPA Partner¹
TurboTax via Online Banking is an ideal solution for you if: You have more straightforward tax returns You're looking for a quick and easy, do-it-yourself tax solution, turn to TurboTax^® via Affinity's Online Banking Why Access TurboTax via Online Banking? Members receive a 15% discount off the standard TurboTax pricing for federal returns Easy, step-by-step questions guide you through your return, with answers used to populate the forms you need for filing 100% accurate calculations, guaranteed Refunds are deposited directly into your account Returning users can save valuable time by transferring information from previous returns	Affinity CPA Partners are a great fit for you if: You prefer personal service and the reassurance of having an expert to turn to for tax advice You have more complex tax returns, including inheritance, withdrawal holdings, stock trading, foreign-earned income, real estate, and/or business returns Why Trust a CPA from Affinity's CPA Partner Program? Each of the tax professionals in our CPA Partner Program has been carefully selected, so you can be as confident in them as you are in Affinity Affinity CPA Partners provide convenience, ease, and expertise in tax preparation, as well as year-round advice on complex tax-related issues and how to achieve your financial goals Affinity CPA Partners offers insight and strategies that can help you to reduce your tax burden now and in the years to come Affinity CPA Partners can provide audit support and peace of mind that comes from professional tax preparation in case of audit Affinity CPA Partners can also provide advice on business ventures, to small businesses, corporations, nonprofit organizations and government agencies Affinity CPA Partners are available by phone or in person, which ever is more convenient for you
Fees Varies with the different TurboTax products. Members receive a 15% discount off the standard TurboTax pricing for federal returns. State filing fees additional.	Fees Service fees vary amongst Affinity CPA partners. CPAs base their fees on the time required to perform the services requested. Affinity does not participate in CPA pricing.
Get Started Today Log in to Online Banking, click the "My TurboTax" tab, and follow the easy steps to your maximum refund.	Get a CPA Referral Contact us online or call 800.325.0808 for a referral to a CPA Partner.

TurboTax via Online Banking

Trust an Affinity CPA Partner¹

TurboTax via Online Banking is an ideal solution for you if:

You have more straightforward tax returns
You're looking for a quick and easy, do-it-yourself tax solution, turn to TurboTax^® via Affinity's Online Banking

Why Access TurboTax via Online Banking?

Members receive a 15% discount off the standard TurboTax pricing for federal returns
Easy, step-by-step questions guide you through your return, with answers used to populate the forms you need for filing
100% accurate calculations, guaranteed
Refunds are deposited directly into your account
Returning users can save valuable time by transferring information from previous returns

Affinity CPA Partners are a great fit for you if:

You prefer personal service and the reassurance of having an expert to turn to for tax advice
You have more complex tax returns, including inheritance, withdrawal holdings, stock trading, foreign-earned income, real estate, and/or business returns

Why Trust a CPA from Affinity's CPA Partner Program?

Each of the tax professionals in our CPA Partner Program has been carefully selected, so you can be as confident in them as you are in Affinity
Affinity CPA Partners provide convenience, ease, and expertise in tax preparation, as well as year-round advice on complex tax-related issues and how to achieve your financial goals
Affinity CPA Partners offers insight and strategies that can help you to reduce your tax burden now and in the years to come
Affinity CPA Partners can provide audit support and peace of mind that comes from professional tax preparation in case of audit
Affinity CPA Partners can also provide advice on business ventures, to small businesses, corporations, nonprofit organizations and government agencies
Affinity CPA Partners are available by phone or in person, which ever is more convenient for you

Fees

Varies with the different TurboTax products. Members receive a 15% discount off the standard TurboTax pricing for federal returns.

State filing fees additional.

Fees

Service fees vary amongst Affinity CPA partners. CPAs base their fees on the time required to perform the services requested. Affinity does not participate in CPA pricing.

Get Started Today

Log in to Online Banking, click the "My TurboTax" tab, and follow the easy steps to your maximum refund.

Get a CPA Referral

Contact us online or call 800.325.0808 for a referral to a CPA Partner.

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.