Tax Time

Published January 4, 2018

Know your Account Numbers:

Be sure that when you file for your tax return that you are using your ACCOUNT number instead of your MEMBER number. Knowing your account number now will save you from a headache later when trying to file. 

Don't know your account numbers? Give us a call … we'll be happy to help you!

File Early:

Once you have all your paperwork in hand, it’s best to file as soon as you can. This will save you from a thief that may try and file under your social security number or falsify W-2 information.

Create STRONG passwords when filing online: 

The stronger your password, the harder it will be for someone to guess. Make your password longer and get rid of any personal information. Do not duplicate passwords from other accounts or devices, or use repeating characters.

Monitor your accounts more: 

It’s always a good idea to: check your credit cards, bank accounts, and online shopping accounts to be sure there isn’t any unknown activity. 

Avoid phishing email scams:

Be on the lookout for emails that appear slightly off. They may seem real at first glance but subject lines and greetings can tip you off to a potential scam. Beware of subject lines that contain “manual review or request W-2”.

Keep your online data safe:

Avoid unprotected Wi-Fi, use passwords for all your devices and accounts, shop at familiar online retailers, and use multi-factor authentication to sign into your accounts when available.

For more information on these hot topics, check out our blog this month at 

Once again, we are partnering with Turbo Tax, giving you a discount on their services. You can access our partner page here.

Turbo Tax is a great resource for many reasons. 

  • Easy prep, print, and e-file
  • Automatically import W-2
  • Over 350 tax deductions
  • Transfer previous years info
  • 24/7 secure access
  • Automatic imports 
  • Includes self-employment
  • Business tax deductions

This partnership is one that we continually offer due to its value to our members.