Tax Planning & Preparation

CPA Partners

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

• 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!

• Information for individuals, including 1040 Central - all you need to know about filing your federal return.
• Information for businesses - everything from small business to corporations.
• Visit www.irs.gov for more information.

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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