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financial services

Tax Preparation Services

Our team of professionals prepare taxes for both individuals, businesses and nonprofits. Our staff includes three Certified Public Accountants, each with over 20 years of accounting experience. All are members of the Ohio Society of CPAs.

  • Convenient & professional
  • Federal, state, and local tax preparation
  • Returns filed electronically for fast and secure submissions
  • View completed returns in online banking - ‘All Services’ tab then ‘Document Cabinet’
  • CU Reward points can be redeemed for tax services (link rewards points)
  • Small business accounting services available

 

Meet our professional tax & accounting team


Want to Know the Status of Your Tax Refund?

Ohio tax refund:  wheresmyrefund
Federal refund: IRS webpage

Enter the following information:

  • Social Security Number
  • Filing Status
  • Refund Amount
  • Click the Submit button 

 

Contact Us

90 S. Shafer St., Athens
Financial Services Entrance

 

HOURS
Mon, Tues, Thurs, Fri
8:00am – 5:00pm

Wednesday:
9:00am – 5:00pm

 

Local:   740.597.2820
Toll Free:  800.562.8420

 

Fax:  740.597.2827

Email:   tax@oucu.org

Mail:  OUCU P.O. Box 476 Athens, OH 45701