U.S. Legal Services’ Member Tax Benefits

Your Benefits

sBest Money Moves is proud to offer exclusive tax preparation services for U.S. Legal Services’ CCPOA members as a part of your U.S. Legal Services membership. This support service ensures you receive expert assistance with your personal income tax returns, allowing you to maximize your savings and streamline the filing process.

If you are a returning tax services client that filed taxes with us AFTER 4/15/2024, simply log into your existing Tax Portal to begin. New to Best Money Moves or haven’t filed with us since the date above? No problem! You will need to create a new account on our portal to safely and securely access our comprehensive tax support services.

Ready to get started? Download the TaxesToGo app using the links and instructions provided below. Enjoy seamless tax preparation tailored just for U.S. Legal Services members.

My Next Steps

Our team of trusted tax experts are here to help you with both tax preparation and tax planning.


 

Create Your Secure Tax Portal
Click here to start

Have Multi Year Returns to File?
  Click here to schedule a call

Let’s Get Started!

Following the creation of your secure tax portal, we will reach out to you by email and through the portal to get your taxes started!

Feel Good About Starting Your Journey!

We’re here to help you every step of the way. Still have questions? Feel free to contact us at 1-312-600-3130.

Get to Know Your Tax Portal

Tax Service FAQ’s

What does this cost?

If your Adjusted Gross Income (AGI) is less than $79,000 and you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), your return is covered 100% with your U.S. Legal Services membership through CCPOA. 

How do I know if my tax return is covered fully with my U.S. Legal Services Membership?
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

W-2 Income

  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions or IRS standard deduction.
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

More Complicated Returns

We will also help you handle a more complicated tax return. Examples of a more complicated return include:

  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules
  • What happens if my return is more complex

There may be a charge of $60 per hour for completing more complicated returns. 

If your return is more complex than shown above, we have you covered as well! Complete the portal registration below and the Tax Team will contact you to discuss your return and let you know the total cost.

Can my spouse or domestic partner help?

You are now able to have your spouse or domestic partner to act as your registered point of contact.  The  Tax Team will then be able to coordinate all actions with your designated contact.  You will still need to review and sign your tax return unless you have designated an individual through a Power of Attorney.