Tax Preparation Discounts and Your Credit Union – A Winning Combination

If you're thinking of offering your members a discount on tax preparation, it makes sense to go with two of the biggest names out there: TurboTax^® and Jackson Hewitt^®.

Invest in America's partnerships with TurboTax and Jackson Hewitt will not only help your members save money during tax season, but bring numerous benefits to your credit union as well.

How TurboTax and Jackson Hewitt Can Benefit Your Credit Union*

• Enhance Online Banking Services – 81% of TurboTax users also use online banking
• Retain Members – 95% of members felt extremely favorable to their credit union for making the TurboTax discount available
• Provide a Discount Members Appreciate – 52% of members purchased TurboTax through their credit union website due to the discount
• Increase Assets – 75% of members are extremely likely to deposit their tax refund in their credit union account
• Cross-sell Products and Services – Drive traffic to your website to increase awareness about your other products and services

Help Your Members Save

Depending on your credit union's participation level, your members could receive the following discounts:

• TurboTax: 15% off all Federal products**
• Jackson Hewitt: $30 coupon

Free Turnkey Marketing Materials

To help make these discounts a success at your credit union, Invest in America and CU Solutions Group have created free marketing materials for you to use.

• Accounts enrolling in TurboTax at the "Promoter" level will receive a free co-branded website which includes your credit union's logo, space for a cross-sell banner of your choice and an IRA promotion link.
• All TurboTax and Jackson Hewitt programs include free lobby posters, co-branded statement inserts shipped to your mailing house, standard and custom Web banners and html email templates to promote the discount to your members.

Let us show you what Invest in America's tax preparation services can do for your credit union. Contact Leslie Norush at (800) 262-6285 or Leslie.Norush@cusolutionsgroup.com for more information.

For all credit unions that were already participating in the TurboTax program through GCUA prior to October 2011, you will be grandfathered into the Invest in America TurboTax program following the terms of your current agreement.

*Source: Intuit Tax Year 2008 Online Survey of users who purchased TurboTax through a FI (n = 16,920).

**15% discount applies to "Promoter" participation level. Credit unions selecting the "Participant" level will receive a discount of 10% off Federal Deluxe Online.