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  TAX PREPARATION AND ADVICE                    Purchase Here

  Included in SAFETYnetPLUS

This comprehensive tax program provides individuals with free and discounted tax return preparation and unlimited, toll-free, tax related advice during normal business hours. Additionally, individuals will have access to deep discounts on most tax schedules.

ALL TAX AND FINANCIAL ADVICE IS BACKED
BY A $1 MILLION LIABILITY POLICY!
 

A PANEL OF CERTIFIED PUBLIC ACCOUNTANTS WILL PROVIDE THE FOLLOWING SERVICES TO YOU AT NO CHARGE:
 
+ Unlimited advice on federal taxation via toll-free phone call/fax/e-mail.
+ Free tax return preparation.*
+ $25 discount on tax return preparation at all Jackson Hewitt locations.
+ Deep discounts on numerous tax schedules.
+ Unlimited advice on federal taxation for small business owners (sole proprietors).
+ IRS audit assistance.
+ IRS notification assistance.
+ Tax planning.
+ Review of prior year’s tax return.
+ Individual portal with:
  - Tax tips.
- Tax law changes.
- Tax organization area.
- IRS audit area.
- IRS notification area.
- Individual advice on-line.
*Includes Federal Forms 1040, 1040A, and 1040EZ only.
Doesn’t include all schedules.
THE VOICE BEHIND THE SOFTWARE:
With today’s tax software programs, users need more than help screens. Tax Rite steps in with tax advice tailored specifically to an individual’s unique situation. Live, one-on-one, direct answers to individuals’ tax questions over the phone. When pop-up screens just aren’t popping up with the right answer, experts are a phone call away with reliable advice.


IRS SPEAK INTERPRETATION:
Our team of professionals will review any notice or letter issued by the IRS and provide professional advice on how to understand and solve the matter. Our experts assist and advise individuals who get audited. They review the IRS audit notification and help sort out the facts. Individuals also have access to a web-based IRS audit tutorial, as well as an IRS notification tutorial that helps take the terror out of those ominous-looking IRS letters.
 
TAX ADVISOR FOR PEOPLE IN ALL INCOME BRACKETS:
For most of us, tax consultation isn’t that high on our list of things to do, but it’s still vitally important for nearly everyone at one time or another. Individuals can seek and receive advice on the tax implications of all these everyday financial matters:
 
+ Individual Retirement Accounts, Roth IRAs, 401k plans, SEPs.
+ Healthcare Spending Accounts.
+ Investment timing and strategies.
+ Capital gains.
+ Real estate timing and strategies.
+ The tax advantages of home ownership.
+ Divorce.
+ Inheritance.
+ Retirement planning.
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