Strengthen member relationships by offering discounts on TurboTax.

on "November 09, 2020 9:50 am"

Your members do not need to be a tax expert to get their taxes done right. With TurboTax, your members will get their taxes done right with 100% accurate calculations and their biggest possible refund, guaranteed! And your members can save up to $15 on TurboTax products.

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GREAT FOR YOUR CREDIT UNION

The Love My Credit Union Rewards TurboTax program is a great way to offer your members discounts on America’s #1 online tax preparation service, and there are great opportunities for your credit union to:

  • Strengthen member relationships by providing your members with savings
  • Capture tax refunds to grow deposits and investments - over $239B in refunds were directly deposited into financial institutions last tax season
  • Improve share of wallet by leveraging tax refunds to promote your core products and services
  • Be your members' trusted advisor, stay at the center of their financial lives by helping them get their taxes done right
  • Provide "everything tax" educational content from the TurboTax Content Hub to inform your members on how life events may affect their taxes and keep them update to date on all things tax.

GREAT FOR YOUR MEMBERS

We share the mission to enhance member value by providing credit union members with savings on TurboTax. The TurboTax offer includes:

  • Exclusive Savings - Members can save up to $15 on TurboTax online federal products
  • The TurboTax guarantee - Calculations are 100% accurate, and members get the maximum deductions and largest refund they are entitled to — guaranteed!
  • Security - TurboTax takes great care to safeguard members’ data so they can file their taxes confidently
  • Expert help - Live assistance from a CPA or Enrolled Agent, on-demand, every step of the way

 

Enroll today!