Tax Time



Tax Time

Tax time is more than filing your taxes; it’s about evaluating your financial situation now so you’re more prepared for your future. Tax time doesn’t have to be stressful. Our goal is to provide you with helpful tools, tips and suggestions to make things easier for you.

Speak to one of our representatives to set up a free financial review during tax time.

Get The Most Out of Your IRA Contributions
While you’re preparing for tax season, it’s a good idea to assess your Individual Retirement Account (IRA). It’s a great way to build financial stability. You can contribute to your 2013 IRA until April 15, 2014. You may also wish to speak with a representative of Desert Schools Financial Services, a wholly-owned subsidiary of Desert Schools Federal Credit Union, about Retirement Planning for personal growth and security.


TurboTax®
Thinking about filing your taxes online this year?

As a Desert Schools member, save on TurboTax Federal Products.*


Tax Time

Jackson Hewitt®
Prefer personalized assistance with your tax preparation?

The professionals at Jackson Hewitt Tax Service® can answer your tax questions and make sure you get every deduction and credit you deserve**. With over 6,400 offices throughout the country, they will be there for you before, during and after tax time. Get every dollar that you’re entitled to with the help of Jackson Hewitt®.

• Quality tax preparation-great value
• Knowledge of all of the latest tax laws and changes
• No appointment necessary
• FREE electronic filing with paid tax preparation
 

As a Desert Schools member, you can choose the option to save $30 on their tax preparation or pay $50 less than last year when you switch to a Jackson Hewitt tax pro from a competing tax preparer.** Find out more or locate a Jackson Hewitt office near you!


Tax Questions

Do you have questions about your tax forms? We have the answers to the most frequently asked questions regarding tax forms.
 

For more detailed information regarding tax forms or the status of your refund, you may visit www.irs.gov website.  


Other Tax and Refund Resources
Arizona Department of Revenue


Protect Yourself with Estate Planning and Trusts
Most people think estate planning is a necessity only for the wealthy. The truth is anyone, regardless of age or income who has children, a home or any assets, should consider some form of estate planning such as a trust. Setting up a trust is one of the best things that you can do to make sure that your family is protected. “The Desert Schools Protect My Wishes plan ” is a practical and affordable way to prepare for your family’s future.

This tax season, consider setting up a trust. Simply call (602) 336-5531.

 


*The Desert Schools discount only applies if you use our links above to access their sites.

**Desert Schools Federal Credit Union is not an affiliate of Jackson Hewitt Tax Service® and accepts no liability for the use of such products and services.

If you plan to electronically deposit your refund into your Desert Schools account, be sure to provide our routing number (122187238) and use your full 10-digit account number on your tax return.  Your 10-digit account number can be located on the bottom of your checks.

Equal Housing Lender Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S.Government Agency. ©2014 Desert Schools Federal Credit Union