Tax laws are becoming increasingly complicated and you have important questions about changes in government regulations, capital gains, credits. and deductions. Where can you turn? Rates for professional advice can be prohibitive, and talking to the IRS can be frustrating. To avoid making costly errors, you need answers you can trust.

Turn to Complete Benefits Plan for the comprehensive business and personal tax benefits you and your small business need. Save yourself the time and aggravation. We offer free tax return preparation and unlimited, toll-free tax-related advice. Our small business owners can access the most commonly used tax-related services free of charge or at a significantly discounted rate. Plus, we’re so confident in the quality of our counsel, that all tax and financial advice is backed by a $1 million liability policy!

All tax and financial assistance is provided by tax attorneys, financial analysts and tax professionals. This team of professionals is ready to answer your tax questions in a confidential and secure environment.

​

Tax Help Hotline Includes:

• Unlimited advice on federal taxation via toll-free phone call/fax/email.

• Free tax return preparation for basic tax forms 1040EZ, 1040A and 1040. In the event the member has more than a basic return and tax schedules are required, the fee for tax preparation shall be: $50.00 for each federal return, $50.00 for each state return, if applicable, and $50.00 for each local return, if applicable. This price for tax preparation is limited to returns that include Form 1040, Schedule A, Schedule B with 15 or fewer entries, Schedule D with 15 or fewer entries. Any return with additional Schedules, or that have more than 15 entries in Schedules B or D, shall be prepared and billed at a rate of $60.00 per hour.

• Savings on the preparation of numerous tax schedules.

• Advice re an IRS audit.

• Advice re an IRS notification.

• Tax planning.

• Review of prior year's tax return.

 

Tax Software Assistance

With today's tax software programs, users need more than just help screens. The Tax Hotline steps in with tax advice tailored specifically to an individual's unique situation. Live, one-on-one, direct answers to members' tax questions right over the phone. When pop-up screens just aren't popping up with the right answer, Tax Hotline experts are a phone call away with reliable advice.

Tax Questions? Ask Our Experts!

Let Complete Benefits Plan review your prior year's tax return for free. This review can reveal costly errors and generate a source of extra tax savings!

• Should I open a Roth IRA?

• How does capital gains tax work?

• Is the money I inherited taxable?

• Which tax form should I file?

• Is my Social Security or retirement taxable?

• Do I get a tax break for childcare expenses?

• Should I itemize deductions?

• Which deductions can I take if I have a home-based business?

 

Financial Advice Topics:

• Individual retirement accounts, Roth IRAs, 401k plans, SEPs

• Healthcare spending accounts

• Investment timing and strategies

• Capital gains

• Real estate timing and strategies

• Divorce

• Inheritance

• Retirement planning