TAX PREPARATION SERVICES - TAX YEAR 2011 RETURNS
All AHA members have access to free income tax information and advice and discounts on tax preparation.
Accredited CPA's provide this service that begins with a telephone interview to determine
the nature of the member's need.
HOW TO USE THIS BENEFIT
To utilize these services, simply call 1-800-541-9701.
Most tax questions can be addressed without
cost during the initial 30-minute telephone consultation. If the member's questions
are more complex and require research before they can be addressed, time limits may be imposed.
Should extended work by a CPA, beyond the initial no-cost consultation be required, the member
will be advised of any associated fee-for service costs. Typically, the member
is offered a 25% discount from the CPA's usual and customary fees. A sample of the basic tax preparation fees is as follows:
|Individual 1040** Federal return|
and one (1) State return
|$101.25 (a 25% discount from the customary CPA preparation fee of $135)|
|Additional State Return(s)||$35.00 each|
|Additional Charge for Schedules:|
|All other schedules||$35.00 (Unless major work is required)|
For tax preparation services, the fees are based on the preparation of a standard 1040
Federal tax return, and include the State return, if required. There is no discount
if a state return is not needed. In the event there are additional tax schedules to
file for either the Federal or State return, each additional form will be prepared at
an additional rate of $24-35, depending on the form. If the person has a complicated tax
return, requires additional research or is interested in tax filing for a business, trust,
or estate, rates are quoted based on the individual situation. These requests will be
charged based on an hourly rate of $135, discounted 25% to $101.25.
Members interested in the AHA member tax preparation service are sent complimentary
tax organizer as the first step in the process. Upon returning the completed tax organizer
and supporting materials, an authorized representative will contact you to advise you of the final
cost, and to request a credit card or other form of payment in advance of completing the return. For
the convenience of our members, all contact for the tax and CPA service is conducted via the mail, fax
and telephone. No travel or in-person meetings are required.
** Individual 1040 Federal tax return preparation fee includes Schedule A, Itemized Deductions and
Schedule B, Interest Income, if applicable