Several years ago we introduced our relationship with a reseller of TurboTax Online. We have been very pleased with the program and have therefore partnered with them again for the 2007 tax season. Through this partnership, we can help you set up a co-branded site where your members can file both Federal and State tax returns using America's #1 tax preparation product, TurboTax. Not only can you offer this valuable service to your members through your website, you can also make money doing it. You will receive $1.00 for every Federal return filed through your co-branded site (after a minimum of 50 returns is met). Once you meet the 50 return minimum, you will be paid for all Federal returns (including the first 50). You will also be able to offer your employees a 15% discount on their returns.

This is a turnkey product. All you have to do is sign up for the service and all of the work is done for you. If your members should have any questions while they are preparing their return, they will be given an 800 support number to call. Those questions will not be routed to the credit union for your staff to deal with. Your members will have access to a Tax Center where they can research any tax changes and find helpful hints on tax situations. You will also receive FREE marketing materials including statement stuffers and posters to help you market the program to your members.

The price to your members to file a return has been determined by Intuit, the maker of TurboTax. The price runs between $9.95 and $29.95, depending on what form members choose to use.

If you would like to sign up for this program, please fax the sign-up form to 770-497-9534.