Credit Unions Can Offer TurboTax, Jackson Hewitt Discounts Through Invest in America

Credit unions can help their members save money during tax season—and gain valuable benefits—by participating in Invest in America’s TurboTax and Jackson Hewitt discount program. Based on the level of credit union participation and promotion, members can receive discounts on federal Turbo Tax products and a $30 coupon for Jackson Hewitt products and services.

After choosing their level of participation and enrolling online, participating credit unions will receive free turnkey marketing materials and instructions for the upcoming tax season.

According to Invest in America, credit unions can gain the following benefits by participating in the program:

  • increased member loyalty and retention, as 95 percent of members felt extremely favorable to their credit union for making the 2011 TurboTax discount available;
  • increased assets, as 75 percent of members are extremely likely to deposit their tax refund in their credit union accounts; and
  • increased website traffic and cross-selling opportunities.

For more information, visit the Invest in America website, or contact Bob Bearden, CU Solutions Group, at 800.262.6285, ext. 751, or via email at


Questions? Contact Sales & Marketing Associate Craig Reed: 206.340.4789,

Posted in Marketing & Communications.