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
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 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.
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.
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 email@example.com.
Do not send documents via regular email, use the secure link below.
Access Zix Secure Email
At this time, we do not expect the tax deadline to be extended beyond the usual deadline, April 18, 2022. If you would like to wait until later in the year to file, you can request an extension at any time to extend your filing deadline to October 18, 2022. This is an extension of time to file, not an extension of time to pay tax due, if you expect to owe we recommend that you make an estimated payment.
If you have further questions, please send us an email at firstname.lastname@example.org or call at (740) 597-2820.
There are three options:
Our lobby is currently open and tax documents may be dropped off in person 8:00 a.m. to 5:00 p.m. Monday through Friday (with the exception of Wednesday when we do not open until 9:00 a.m.). Tax returns may also be picked up and signed during these hours.
There is a secure drop box between our doors at the Financial Services entrance on Shafer St. This will be emptied multiple times a day and will only be available during business hours, 8:00 a.m. to 5:00 p.m. Monday through Friday (with the exception of Wednesday when we do not open until 9:00 a.m.)
Send using our Zix Secure Email service. Email securely to email@example.com
Access Zix Secure Email
You have three options:
We can send them to you electronically through a service called Docusign.
We can mail them to you with a return envelope.
Stop by the Financial Services entrance at 90 S. Shafer St between 8:00 a.m. to 5:00 p.m. Monday through Friday (with the exception of Wednesday when we do not open until 9:00 a.m.)
If you did not receive IRS form 1444-C or IRS Letter 6419 regarding your third stimulus check or advance payment of the Child Tax Credit you may search your financial records and provide us with the information or you may set up an ID Me account with the IRS to obtain the information. Each taxpayer and spouse will need to set up an individual account.
Want to Know the Status of Your Tax Refund?