* If the member finds another tax preparation method that results in a larger refund than that calculated by 1-800Accountant, 1-800Accountant will amend the tax return prepared by 1-800Accountant at no charge to the member. To qualify, the larger refund must not be due to differences in data supplied by the member, the member’s choice not to claim a deduction or credit, or positions taken on the member’s return that are contrary to law in the opinion of 1-800Accountant. This offer is solely provided by 1-800Accountant and is not the responsibility of Sam's Club.
1. Personal Tax Preparation applies to a single or joint 1040 personal tax return, for federal and state and all schedules, except a Schedule C or Schedule C-EZ for businesses. If a Sole Proprietor, 1099 contractor, Single Member LLC, or any other business entity in which a Schedule C or Schedule C-EZ would be required, this would be considered a business tax return, and the combined rate for personal and business return is $717 for Sam's Savings® Members and $669 for Sam's Plus® Members. (Business Accounting and Taxes).
2. At Sam's Club Accounting and Tax Services, Powered by 1-800Accountant, we strive to keep our prices as low as possible for our clients. In order to keep our prices this low, you must utilize our Virtual Tax Organizer ("VTO") to submit the information we need to prepare your tax return, as well as all of the tax forms requested by the VTO. You can't send us a shoebox of receipts or a 75-page fax asking us to add up your receipts (believe us, it happens)! This organization of information in the VTO allows us to shorten the amount of time needed in the tax preparation process so we can pass savings on to members. Member information must be submitted to VTO by February 26, 2016 for corporate returns due March 15, 2016, to the IRS, or by March 31, 2016, for returns due April 18, 2016, to the IRS. If submission is after those dates, the member may then authorize 1-800Accountant to file an Extension, if necessary at member rates.
3. If the member finds another tax preparation method that results in a larger refund than that calculated by 1-800Accountant, 1-800Accountant will amend the tax return prepared by 1-800Accountant at no charge to the member. To qualify, the larger refund must not be due to differences in data supplied by the member, the member's choice not to claim a deduction or credit, or positions taken on the member's return that are contrary to law in the opinion of 1-800Accountant. This offer is solely provided by 1-800Accountant and is not the responsibility of Sam’s Club.