TAX & FINANCIAL SERVICES

The Family Protection 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 the most commonly used tax-related schedules free of charge or at a significantly discounted rate.

TAX-RELATED BENEFITS

• Unlimited advice for personal and business matters on federal taxation via toll-free phone call/fax/e-mail (no time or frequency limitations)
• Free mail-in tax return preparation (includes 1040EZ, 1040A, and 1040)*
• Free preparation of all schedules that accompany the form 1040*
• Receive a discount on tax returns prepared by H & R Block®**
• IRS audit assistance
• Tax professionals will review any notice or letter issued by the IRS and provide advice on how to understand and solve the matter.
• Access to a web-based IRS audit tutorial, as well as an IRS notification tutorial for IRS notification assistance.
 

TAX PLANNING

• Review of the prior year’s tax return*
• Member portal with tax tips, tax law changes, tax
organization area, IRS audit area, IRS notification area, and member advice on-line
• All tax and financial assistance is provided by tax attorneys, financial analysts, CPAs, former auditors, and/or Enrolled Agents certified by the IRS. Additionally, all tax and financial advice are backed by a $1 million liability policy.

* Limit one (1) per household.

** For new H&R Block clients only. A new client is a person who did not use H&R Block office services to prepare their prior-year return. Not valid on federal form 1040EZ and related forms. Valid only at participating US offices. Void if sold, purchased, or transferred, and where prohibited. Offer must be presented prior to completion of initial tax office interview and may not be combined with any other offer, discount or special promotion, or pricing program. Valid only for tax prep fees for an original personal income tax return. © 2009 HRB Tax Group, Inc.