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Tax Preparation Services

Our team of professionals prepare taxes for individuals, businesses and nonprofits.
Our staff includes a Certified Public Accountant and Enrolled Agents. Our staff are members of the American Institute of Certified Public Accountants and 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
  • Small business accounting services available

 

Getting Started

Returning tax clients
Each year we will deliver customized tax organizers to our returning clients address on record. We are also able to e-mail these forms upon request. You may complete and print a new form following the link below.

Tax Organizer Form 

New tax clients
We welcome new clients and you do not need to be an OUCU Financial member. We will need you to fill out all the forms in our tax organizer, and we will need a copy of your prior year tax return. You may complete and print the form following the link below. When dropping off your documents, you will not need an appointment. We will need to obtain copies of your identification and documentation of eligibility to claim dependents.

There is a fee for our tax service and payment for this service is expected prior to any tax returns being filed.

Tax Organizer Form 

Appointments
Appointments are not required as we do not prepare tax returns during appointments. We offer a document drop off service and will call, email, or text at the time the return is prepared (whichever form of communication you choose). We do offer appointments for consultation or tax planning.  Tax planning appointments are limited during the busy tax season and can be requested anytime throughout the year.

Schedule Appointment

 

Need to Get Us Documents?

While you are able to drop documents off in person, we do offer some contactless methods.

Secure Drop Box
Use our secure drop box inside the Financial Serivces door, located at 90 S. Shafer St. in Athens.

Secure Email
When sending sensitive financial information, please use the Zix Secure Message Center

This free service uses state-of-the-art encryption technology to ensure both the email & all attachments are fully protected. Register with your email address & create a password. We're your partner in keeping your information secure. Use the link below to send to tax@oucu.org.
Do not send documents via regular email, use the secure link below.

Access Zix Secure Email

 

Tax Prep FAQ

 

Want to Know the Status of Your Tax Refund?