TAX PREPARATION & ELECTRONIC FILING

In partnership with Creative Financial Strategies

*Strategy: Offer Tax Preparation as an extension of the traditional "Rapid Refund" service and capitalize on additional business opportunities*

Tax preparation is fast becoming a service that members will expect to receive from their financial institution. In today' s competitive environment, if you don't offer it... members will go to your competition and get it! Members are looking for trusted financial advisors who meet their expectation of the word "convenience". CU Advantage offers this service as a means to balance its service offerings, while using this resource to capitalize on additional business opportunities.

CREDIT UNION BENEFITS
  • Increased member loyalty
  • Additional business opportunities
  • Increase in Direct Deposit
  • Member satisfaction
MEMBER BENEFITS
  • Services rendered by a professional
  • No need to understand tax laws
  • Reasonable rates
  • Electronic filing
  • Direct deposit
  

FACT: ALL of your members MUST file taxes!

Providing this service will create an ongoing relationship that will keep your members coming back year after year.