Individuals / Families
How it Works…
Taking advantage of this great program is easy!
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You enroll ONLINE or during open enrollment with your employer or as a stand-alone offering from your credit union.
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You receive a welcome kit in the mail with a member ID.
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You choose a CPA from the CapellaTax NetworkTM website or a paper directory if you are unable to get online.
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The Network CPA verifies eligibility and you are ready to start working together!
Powerful Technology, Easy-to-Use Tools
CapellaTax Network™ is a technology-driven organization that capitalizes on the power of the internet to make working with us easy.
Each network CPA will have a profile page, including a digital photo, highlights of their background & accomplishments, driving directions to their office and access to their standard working documents (organizers, checklists, forms, etc.). This allows your employees to evaluate, select, communicate and work seamlessly with the CPA of their choice.