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Monday, February 20, 2017 Contact Us
703-788-4800
Member Service Center Hours:
Mon - Fri: 8 a.m. - 6 p.m.
Sat: 9 a.m. - 12 p.m.
Home » Invest & Insure » Tax Services

Don’t spend hours of your time figuring out the new tax laws. Whether you need to file your tax returns or want tax planning assistance, we provide the expertise you require.

As a full-service, year-round income tax preparation service, our tax experts will prepare, print and file your Federal and State taxes. Plus, with more than 60 years of combined experience, our staff is equipped to handle simple and complex returns.

Choose from affordable professional tax preparation packages; Apple Financial Services can help ease the tension and headache of filing your taxes.

Fred Dean

Fred Dean

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Employed with Apple Financial Services since 2005

Richard Nason

Richard Nason

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Employed with Apple Financial Services since 2009

Merrill Magner

Merrill Magner

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Employed with Apple Financial Services since 2008

Rate Schedule (Includes E-File)
Form 1040 $160  
State Return $70  
Form 1040EZ $99  
Form 1040A $144  
Basic $236 Form 1040 and 1 state
Standard $296 Form 1040, Sch A and 1 state - Suitable for most homeowners
Complex Call 703-788-4817 for a no cost, no obligation estimate. Suitable for small business, trusts, estates, multiple states, investment property, etc.
Rate Schedule is a representation of our basic fees. Your actual tax preparation cost may vary based on multiple factors including the additional forms, schedules and worksheets that may be required to complete your specific tax return.
Forms
Internal Revenue Service (IRS) Access tax forms, tools and news.
IRS e-File How to e-file your tax return.
IRS Forms Get the latest forms, instructions and tax publications.
Virginia Department of Taxation Link to online services, forms and research the latest tax laws.
Net Client Personal Portal

If you have ever entered your account number and password on a bank or investment firm website to view your personal account information, you’ve accessed a portal. NetClient portals are private, secure addition to our website that offer you an ultra-convenient way to access your income tax documents, 24 hours a day, 7 days a week.

It’s easy to use NetClient. Simply click the Client Login and enter your personalized login and password, which let you access your own private and secure portal.

Net Client Login

If you don’t yet have access credentials, look for the link in your annual tax organizer (e-mail or web version). If you didn’t receive your annual tax organizer contact your tax preparer. (Annual tax organizers are sent in early to mid-January each year.)

(e-signature is NOT a component of NetClient.)

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Data Security Fact Sheet

Please complete New Client Organizer prior to your tax appointment.

Take the Next Step

Choose from affordable professional tax preparation packages; Apple Financial Services can help ease the tension and headache of filing your taxes. Schedule a no cost, no obligation appointment today. Prepare for your appointment

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer, (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Apple FCU has contracted with CFS to make non-deposit investment products and services available to credit union members. Apple Financial Services LLC is a subsidiary of Apple FCU and is not directly affiliated with CFS. Tax preparation services are not affiliated with CFS. CFS and its Representatives do not provide tax advice. A qualified professional should be consulted for specific individual tax or legal guidance. †CRPC® is a registered service mark of the College of Financial Planning®.