Love My Credit Union Rewards Tax Services Program

With the Love My Credit Union Rewards Tax Services program, you can enhance your offerings and create meaningful relationships with your members, all while driving significant savings and engagement.

Why Choose Love My Credit Union Rewards Tax Services Program:

Exclusive Discounts: Enjoy a 20% discount on TurboTax federal products and save up to $25 on professional tax preparation with H&R Block. Your members are guaranteed to get their taxes done right and receive their maximum refund.

Capture Tax Refund Deposits: Did you know that the IRS issued 117.6 million refunds totaling over $461.2 billion in FY 2024? Ensure your credit union captures these vital refund deposits.

Promote Direct Deposit: Encourage your members to choose direct deposit for their tax refunds to get their money faster. This simple step can enhance their experience and deepen their relationship with your credit union.

Drive Member Loyalty: Help your members save money and increase their satisfaction. Last tax season, members saved approximately $2.4 million with our exclusive discounts. This is not just a service; it's an investment in your members’ financial well-being.

Foster Smart Savings Habits: Guide your members toward financial growth by promoting CDs, money market accounts, and your Save to Win accounts. Help them make the most of their tax returns.

Connect with Financial Advisors: Empower your members to maximize their savings by linking them with trusted financial advisors.

Free Marketing Materials and Support

We provide free marketing materials and strategic marketing support to ensure that your credit union can effectively promote this program. Our resources include email templates, statement messaging, digital advertisements, social media content, and more, making it simple for you to share these valuable savings opportunities with your members.

Partner with Us Today

Join the 1,400 other credit unions that are already seeing the benefits of our tax services program. Together, we can support your members in achieving their financial goals while enhancing your credit union's growth and community presence.

Maximize Member Benefits This Tax Season