Tax Preparation and Advice

Comprehensive Tax Solutions for Your Peace of Mind

Navigating the complexities of changing tax laws, preparing tax returns, dealing with audits, and responding to inquiries from the IRS can be overwhelming. The Fortress Legal Plan team understands the stress these challenges can bring, and that’s why we offer Tax Preparation and Advice services to make the process as pain-free as possible. Our team of tax professionals provides tailored, one-on-one advice over the phone to ensure that your tax questions are answered directly and accurately.

Our comprehensive tax services include free mail-in tax return preparation for forms 1040EZ, 1040A, and 1040, as well as free preparation of the most commonly used schedules that accompany form 1040. We also offer unlimited, toll-free tax-related advice for both personal and business matters, with no time or frequency limitations. Additionally, our web-based IRS audit and notification tutorials provide peace of mind by taking the fear out of dealing with the IRS.

At Fortress Legal Plan, we offer a range of tax-related services, including IRS audit assistance, tax planning, review of prior year’s tax return, and access to our member portal with tax tips, law changes, organization tools, and member advice. We believe that everyone deserves access to quality tax preparation and advice services, regardless of their income bracket. Our tax consultation covers a variety of financial matters, such as retirement planning, healthcare spending accounts, and real estate strategies.

Let us help restore your peace of mind during tax season – and throughout the year. Contact us today to learn more about our Tax Preparation and Advice services and how we can help make the process less stressful for you.