Tax Advice and Preparation Plan

Tax Advice and Preparation Plan*

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

Now you can have them as a member of Tax Hotline

Tax Hotline members receive all this:

     Unlimited advice on federal taxation via toll-free phone call/fax/email
     Free tax return preparation (includes 1040EZ, 1040A, and 1040)
     Unlimited advice on federal taxation for small business owners
     Savings on the preparation of numerous tax schedules
     IRS audit assistance
     IRS notification assistance
     Tax planning
     Review of prior year's tax return
     Member portal

All tax and financial assistance is provided by tax attorneys, financial analysts, CPA’s, former auditors and/or Enrolled Agents certified by the IRS. This team of professionals is ready to answer your tax questions in a confidential and secure environment.

Additionally, all tax and financial advice is backed by a $1 million liability policy!

Use Tax Hotline as the voice behind the software.

With today's tax software programs, users need more than help screens. 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 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 Hotline members 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

Tax Hotline will also review a member's prior year's tax return. This review can reveal costly errors and generate a source of extra tax savings.

Typical Questions

Some of the typical questions our Tax Hotline experts hear are:

     Should I open a Roth IRA?
     How does the capital gains tax work?
     Is the money I inherited taxable?
     Which tax form do 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?

HOW TO USE:

To access the Aegis Tax Hotline simply call the toll-free number
listed on the front of your membership card or visit the website at
www.taxhotline.net.

* Aegis is pleased to have your tax questions answered and your tax
forms completed based upon the information you provide. Inadequate or
incorrect information provided by the member to the tax professionals may
lead to an incorrect answer for which the plan administrator and Aegis
cannot be held responsible. The plan administrator makes every effort
to keep its tax professionals abreast of changes in tax law but is not
responsible for inconsistent interpretations of the tax code by the IRS
and/or tax courts regarding specific matters. All benefits are available to
the individual enrolled and his/her dependents as defined by the most
current IRS code. The plan administrator, not Aegis, assumes all
liability and responsibility for the provision of, or failure to provide the stated products, services and benefits.

Aegis's liability is limited to the amount of actual membership fees paid by a member for access to the tax program.