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Tax Preparation Services

Our team of professionals prepare taxes for individuals, businesses and nonprofits.
Our staff includes Certified Public Accountants 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
Stop in our Shafer Street office to update your personal and dependent information. You’ll also need to complete the required due diligence questions. These forms are generally mailed to your address on record around the first week in January. If you did not receive a tax organizer in the mail, or you are a new client, please print and complete a tax organizer form.

Tax Organizer Form 

New tax clients
Please contact our office to schedule a face to face meeting or telephone interview with one of our tax preparers. You'll need to allow about 15 minutes to complete the necessary forms and provide verification of identity. Also be prepared to provide documentation of eligibility to claim any dependents. Here is a tax organizer form you’ll need to print and complete.

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

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 Preparation Update - COVID-19

Here are answers to questions you may have regarding tax services.

Tax Prep FAQ


Want to Know the Status of Your Tax Refund?