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Frequently Asked Questions (FAQ)

FINANCIAL & LEGAL SERVICE CATEGORIES

Civil/Consumer Issues: These services include issues relating to retail transactions, warranty and other consumer products matters, governmental entitlements and benefits, advice on small claims court, and other general legal matters.

Personal/Family Legal Services: These services include adoption and guardianship, custody and support matters, divorce, separation and annulment issues, name changes as well as other domestic or family law issues.

Financial Matters: In addition to the financial counseling listed above, members are entitled to bankruptcy representation and defense of lending related legal issues by appropriately qualified attorneys.

Business Legal Services: These services provide for advice, consultation and representation for contracts, incorporation, partnerships, and other commercial activities.

Real Estate: Real estate services include assistance in the acquisition or sale of real property, lease and rental agreements, property boundary disputes, and other matters surrounding property.

Criminal Matters: This includes the defense of both misdemeanor and felony criminal acts of all kinds.

IRS Matters: These services are performed by former, senior level, IRS employees. These specialists possess the ability to negotiate with the IRS on the member’s behalf, whether in an audit environment or to assist them with a lien or a balance due, in order to affect the most favorable outcome.

Estate Planning Law: Relationships have been established with estate planning law firms that have agreed to prepare the most popular of estate planning/asset preservation vehicles at prices as low as 25% off standard fees. These services include wills, revocable living trusts, charitable trusts, etc.

Financial Services: It is becoming increasingly important for individuals to plan for the future. According to the Journal of Accountancy, one of the top priorities of most Americans is to accumulate wealth for retirement years. There are many areas in which the professionals we have contracted with can help members with their retirement planning needs. One of the most effective ways to meet this objective is to manage cash flow and invest it properly to reach desired levels of saving. The professionals who we can refer members to will assist them in charting a path which will assist them to accumulate savings and invest the savings into a well-diversified portfolio.

Tax Preparation and Consultation Component: Members are entitled to receive a 30-minute income tax planning related consultation per year on each separate tax issue they encounter. Preparation of all personal income tax documents are handled by a CPA at a preferred rate reduction of 25% from the CPA’s normal fee.