Your Benefits

Pathwise Tax Services is proud to offer exclusive tax preparation services for US Legal’s CCPOA members as a part of your US Legal 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 Pathwise Tax Services client that filed taxes with us AFTER 4/15/2024, simply log into your existing Pathwise Tax Portal to begin. New to Pathwise 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 Pathwise Taxes app from TaxesToGo using the links and instructions provided below. Enjoy seamless tax preparation tailored just for US Legal members.

Click Here to Set Up Your Secure Tax Portal

My Next Steps

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

  1. Create Your Secure Tax Portal
    Click here to start
  2. Have Multi Year Returns to File?
    Click here to schedule a call to discuss
  3. 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!
  4. 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 1-800-668-8045.

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 US Legal membership through CCPOA.

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

Examples of situations not included in a simple Form 1040 return:

  • 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?

If your return is more complex than shown above, we have you covered as well!  Complete the portal registration below and the Pathwise Tax Team will contact you to discuss your return and let you know the total cost.  You will receive the full discount on that total cost from your US Legal Membership!

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 Pathwise 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.