Affinity Federal Credit Union
800-325-0808

Tax Planning & Preparation

Important: Tax Filing and 2009 IRA Contribution Deadline Extended to May 11, 2010

IRS tax filing deadline has been extended to May 11, 2010 for all residents in NJ counties affected by the flooding last month. As President Obama has declared the following counties federal disaster areas qualifying for assistance, the IRS is extending the filing deadline for individuals and businesses for filing returns and making contributions to an IRA:

Atlantic, Bergen, Cape May, Essex, Gloucester, Mercer, Middlesex, Monmouth, Morris, Passaic, Somerset and Union counties.

For more information, visit irs.gov.

TurboTax

Now the easy way to your maximum refund is just a click away!
TurboTax is now available right inside Online Banking, making it easy to get your guaranteed maximum refund.1 Let TurboTax:
  • Guide you step-by-step through your return like a GPS, with special help for first-time users.
  • Save you time by accurately importing personal and financial data.
  • Get you the biggest refund you deserve fast - in as few as 8 days with convenient direct deposit.

To get started:

CPA Partners

Need a professional to prepare your taxes for you? Let one of our CPA Partners2 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.
  • A CPA can also assist you with tax planning for the upcoming year.

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.


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 If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid. TurboTax Federal Free Edition customers are entitled to a payment of $14.95 and a refund of your state purchase price paid. Claims must be submitted within 60 days of your TurboTax filing date and no later than 6/15/10. Optional add-on services excluded. Cannot be combined with TurboTax Satisfaction (Easy) Guarantee. 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.

2 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.


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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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