Credit Union Tax Preparation Services

In person or online, we offer free, low-cost and discounted options to help you file your taxes easily. Consider filing electronically no matter which service you choose to receive your refund quickly and have it directly deposited into one of your LGFCU accounts.

Tax preparation at your local branch

Two tax preparation services are provided at your local branch. Starting January 27, 2014, all branch locations have trained employees available to help eligible members complete and electronically file tax returns.


Volunteer Income Tax Assistance (VITA)

Through a partnership with the Internal Revenue Service (IRS), members with a 2013 household income of $52,000 or less can receive free help to complete and electronically file basic tax returns.

Low cost tax preparation

For members whose income exceeds the $52,000 VITA program limit, there's a low cost alternative for basic tax preparation needs. For $75 per return, Credit Union tax preparers will complete and electronically file your return. The Credit Union's fee-based tax preparation service is not associated with the VITA program.

No appointment necessary

Gather all of your tax documents and stop by your local branch to drop-off all the information. There's no need to call for an appointment! A tax preparer will confirm your eligibility for either service, make sure that you've brought all the documents needed and make copies of your information. Within 5 business days, your return will be ready for you to review and sign.

What should I bring?

For a faster visit, download our Tax Preparation Document. Print and complete the questionnaire, tax form 13614-C and the consent form, and bring these documents with you. Also, bring the following items:

  • Photo ID
  • Social Security cards for yourself and all other individuals on your return (spouse and all dependents)
  • Your 2012 tax return
  • All income documents including W-2s, 1099s and other tax documents
  • Documentation of higher education expenses including tuition paid and student loan interest paid
  • Daycare expenses and the daycare provider's name, address and tax ID number
  • Documentation or a detailed listing to support itemized deductions if applicable.* These items may include:
    • Mortgage loan interest paid
    • Charitable contributions
    • Property taxes paid (home and auto)
    • Medical expenses

*Instead of bringing individual receipts and statements, you can complete the Itemized Deduction Detail Sheet.

Other restrictions may apply. Please contact your local branch for additional information.

OR

Online tax preparation | TurboTax®

If you prefer to prepare your own taxes, TurboTax® products are the perfect solution for maximizing tax savings and getting your refund fast. Learn more about TurboTax and how it can work for you.


Deposit your tax refund into an LGFCU account!

Let your refund make more money for you. Deposit it into a Holiday Cash Club Account and get a jump on paying for holiday spending next year while earning dividends on it. Or, consider opening an emergency fund savings account. Don't know what to do with your windfall? Get one-on-one help from our financial planning staff. Call 877.367.5428 for details.

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