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Tax Hotline

Have Your Tax Questions* Answered

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 Beyond Fiscally Fit 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 regarding an IRS audit & 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 Beyond Fiscally Fit review your prior year’s tax return for free. This review can reveal costly errors and generate a source of extra tax savings!

Financial Advice Topics:

*Beyond Fiscally Fit 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 Beyond Fiscally Fit 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 Beyond Fiscally Fit, assumes all liability and responsibility for the provision of, or failure to provide the stated products, services and benefits. Beyond Fiscally Fit’s liability is limited to the amount of actual membership fees paid by a member for access to the tax program.

Services are not available in Iowa, Minnesota, Wisconsin, Maine, Vermont and Utah.

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