The PeoplesChoice™
Tax Advice & Preparation Program
Personal Tax Advice in an Impersonal World

Our Service

PeoplesChoice 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)
• 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
• Member portal with:



o tax tips
o tax law changes
o tax organization area
o IRS audit area
o IRS notification area
o member advice on-line

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 PeoplesChoice as the voice behind the software.
With today's tax software programs, users need more than help screens. PeoplesChoice 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, PeoplesChoice experts are a phone call away with reliable advice.

Use PeoplesChoice as an interpreter of IRSspeak.
PeoplesChoice will review any notice or letter issued by the IRS and provide professional advice on how to understand and solve the matter. PeoplesChoice experts assist and advise members who get audited. They review the IRS audit notification and help sort out the facts. Members 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.

PeoplesChoice is a tax advisor for people in all income brackets.
According to Thomas J. Stanley in his book The Millionaire Mind, "The number one activity for millionaires is consulting with a tax expert." 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. PeoplesChoice 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

PeoplesChoice 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 PeoplesChoice 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 child care expenses?
• Should I itemize deductions?
• Which deductions can I take if I have a home-based business?

For more information and to have a PeoplesChoice representative contact you please “Click Here”.

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