Whether you need credit counseling, tax planning, retirement or college tuition planning, you can speak with a professional to make sure you’re making informed choices. Members receive a 30 minute consultation at no additional cost with a financial professional. Members also receive a 30 minute income tax planning related consultation per year on each separate tax issue you encounter. Additional services are provided for only $39.95 with unlimited access. Plus, members receive a 25% discount off the normal fee for the preparation of all personal income tax documents by a CPA or EA.
To get informed about your finances, call 1-800-541-9701 and provide your name, membership number and the type of financial matter you need consultation on.
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