ICBA Family Protection Plan

Comprehensive Protection When Life Throws You A Curve

Have you ever been in one of these situations?

You have started a family and do not have a will.

You need help with or, even better, someone to do your taxes.

You are deep in debt and need a relief.

You think you identity might have been stolen.

You are depressed and just need someone to talk to.

Any one issue can really cause you a problem. What if you had one source to go to when any misfortune strikes? That is the ICBA Family Protection Plan.

Tax Preparation & Advice

A panel of Certified Public Accountants will provide the following services to you at no charge:

  • Free tax return preparation

  • Unlimited advice on federal taxation

  • Unlimited advice on federal taxation for small business owners (Sole Proprietors)

  • IRS audit assistance

  • Tax planning

Financial Education & Credit Counseling

These free services are included with this program and available 24 hours a day, 7 days a week:

  • Financial assessment with credit and debt analysis

  • Advice regarding the financing of first time home ownership including mortgages, refinancing and reverse mortgages.

  • Online tools and resources to educate and improve money management skills

Life Events Counseling

Members have toll-free, 24/7 365 day access to masters-level clinicians who have specialized training in managing personal issues.

  • 24 hour crisis and urgent need hotline

  • Goals and success planning consultation

  • Resource materials

  • Follow-up

Identity Theft Solutions

This program helps prevent identity theft and provides comprehensive assisted restoration in the event of identity theft.

  • Keylogging Defense System helps to proactively prevent identity theft by encrypting your online activities.

  • Identity Monitoring to detect misuse of your personal information.

  • Identity Theft Restoration services to assist with restoration of identity to its pre-theft state

  • $25,000 of Indentity Theft Insurance to help offset the cost of restoring your identity to its original status.