Tax Preparation Services
Ohio University Credit Union Financial Services 
offers professional and affordable tax preparation.
- Convenient, competent and complete tax
preparation services - Federal, state, and local tax form preparation
for both individual and commercial entities - All returns filed electronically for fast and safe
submissions - Refund anticipation loans
- Small business accounting services
SPECIAL OFFERS:
FREE EXPRESS REFUND SERVICE*
-- when you need your money fast, typically within 24 to 48 hours
$10 off your tax prep service if you make your appt before Feb. 28. Appt does not have to occur by the 28th.
SENIOR ASSOCIATE DISCOUNT
Senior Associate Club members can receive 10% off their tax preparation services fee.
NEW! Members can now redeem ScoreCard Bonus points for tax preparation services.
Household your Visa Debit Rewards, OUCU Gold MasterCard and OUCU Visa Platinum points for greater redemption power. More
Not a credit union member? Not a problem. We can still prepare your taxes. Membership is required, though, for a free refund anticipation loan.
For more information contact Tax Specialist Shawn Cutright at 597-2806 or scutright@oucu.org or Vice President of Financial Services, Cory Corrigan, CPA, at ccorrigan@oucu.org, 740. 597.2859 or 1.800.562.8420 ext. 72859.
Ohio University Credit Union Financial Services is a wholly-owned subsidiary of Ohio University Credit Union. * 0% refund anticipation loan pending IRS acceptance.
The Ohio School District Income Tax
What does it mean to you?
As if tax season isn’t daunting enough for most taxpayers, this year many Athens residents will be introduced to the newly imposed Athens City School District Income Tax. Currently, Athens City School District is the only school district in Athens County with such a tax.
What it means
Those who are obligated to pay are taxed only on their earned income at the rate of 1%.
“Earned income” school districts
This is any school district whose voters have approved a school district income tax that applies only to earned income. This includes wages, self-employment earnings, and earnings from partnerships. The "earned income only" school district income tax excludes interest, dividends, capital gains, pensions, rental income, lottery winnings, and income earned by estates.
How to file
Form SD 100 is used to file; because Athens School District is an “earned-income only” school district, filers will have to use worksheet 6 (found in the SD 100 booklet) to complete Schedule B of the SD 100 in order to determine their earned income.
We can help!
If this seems too overwhelming, we can help. Consider taking advantage of our affordable and reliable tax preparation services by giving us a call at 597-2800 or contact Shawn at scutright@oucu.org or Cory at ccorrigan@oucu.org.
For more on this subject visit:
Ohio Department of Taxation
