Tax Planning & Preparation

Business Accounting and Tax Planning & Preparation

Our Tax Advisors¹ are Certified Public Accountants who have the knowledge and experience you can rely on. They will help your business reconcile your bank account, generate an income statement, generate a balance sheet, clean up your general ledger, and provide consultations in addition to tax planning and preparation.

Small business financial library

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For more information on our tax planning and preparation, visit our Tax Center or to speak with an Affinity Tax Advisor, call 800-325-0808.

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.

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