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Tax Season – Now is the Time to Offer Member Savings

What’s the number one thing that credit unions do best?  They “serve” their members with great products and services at the best possible cost.

This is why your League partners with “Love My Credit Union Rewards” through CU Solutions Group to bring all Tennessee credit unions the best possible products and services for their members.  Almost everyone will soon be filing 2016 income tax returns.  Why should your members go elsewhere when your credit union can offer them cost savings and a great tax filing service?

TurboTax Program – Enroll Today! The Love My Credit Union Rewards TurboTax program provides your members with savings of up to $15 on federal online and downloadable products. TurboTax is America’s #1 online tax preparation service and provides a secure, easy-to-use experience that is 100% guaranteed for accuracy and maximum refunds.

The TurboTax program also helps your credit union:

  • Build member loyalty and enhance the value of membership
  • Add new recurring revenue streams
    Promote your other products and services on your TurboTax microsite to your members (IRA’s, loans, credit cards
  • Capture refunds – grow investments and deposits
    Over $238B of refunds were direct deposited with financial institutions last tax season.

Here are some of the highlights of the TurboTax program for the upcoming tax season:

Member discounts on the most popular TurboTax federal tax products, available all tax season

  • $5 off the Federal Deluxe Edition
  • $10 off the Federal Premier Edition
  • $15 off the Federal Home and Business Edition

Military Discount

  • Explicit handling of unique military events and expertise in military tax issues
  • Grade E1 to E5 – FREE Federal Deluxe edition and State edition (where applicable)
  • Grade E6 to E10 and Officers – Credit union member discount

Absolute Zero Campaign

  • Members who file a 1040A or 1040EZ can prepare and file both federal AND state tax returns for absolutely nothing.  $0 Federal. $0 State. $0 to File
  • For taxpayers who have simple and straightforward tax returns, i.e. Millennials, first time filers, singles filing with standard deduction
  • Free marketing materials and banners to help you communicate the program to your members

Visit and sign your credit union up today.

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