FREE with Your Surity Essentials Membership!
Tax Advice & Return Preparation
The Sure Card Benefits Plan provides comprehensive personal tax benefits including free tax return preparation and unlimited, toll-free, tax related advice during normal business hours. Additionally, you will have access to most commonly used tax related schedules free of charge or at a significantly discounted rate.
Tax Related Benefits:
- Unlimited advice for personal and business federal tax matters via toll-free phone, fax, or email (no restrictions on time or frequency)
- Free mail-in tax return preparation (including 1040EZ, 1040A, and 1040)
- Free preparation of most common schedules accompanying form 1040
- $25 discount on tax returns prepared by Jackson Hewitt
- Assistance with IRS audits
- Review and advice on any IRS notice or letter received
- Access to web-based tutorials for IRS audits and notifications
- Guidance on IRS notifications
- Tax planning services
- Review of previous year’s tax return
- Member portal with tax tips, tax law updates, tax organization tools, IRS audit and notification resources, and online member advice
All tax and financial assistance is provided by tax attorneys, financial analysts, CPA’s, former auditors and/or Enrolled Agents certified by the IRS. Additionally, all tax and financial advice is backed by a $1 million liability policy.
Surity Select member perks could save you $500 a year or more!
Your future will thank you!
Simple Choices. Sure Decisions.
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