Patelco simplifies tax time

Let Patelco Credit Union make your life easier this tax season.

Save Time and Money with TurboTax^®
and Direct Deposit
Patelco has partnered with TurboTax to give you an easy, secure and affordable way to file your taxes and maximize your tax refund. Filing electronically and using direct deposit is also the fastest and most secure way to receive a refund if you have one coming. For direct deposit instructions, go to www.patelco.org/accounts/ach_instructions.aspx. Including the correct information on your tax forms, helps ensure your refund arrives fast.

Our partnership with TurboTax helps you save even more when you take advantage of the 15% discount offered to Patelco members. Just go to www.patelco.org/turbotax to get started.

Take Advantage of IRAs
Along with great competitive rates, Patelco’s Individual Retirement Accounts (IRAs) come with no management fees. IRAs provide great tools to save for your golden years and they can offer impressive tax advantages. Rolling over your retirement savings directly to a Patelco IRA can help you avoid a penalty and keep your retirement funds tax-deferred. For more information on IRAs, visit www.patelco.org/IRA, or get a list of current IRA certificate rates. Contributions for 2007 may be made any time until April 15, 2008 (the tax filing deadline).

Financial Advisors at Patelco Are Here to Help
Our financial advisors available through CUSO* can help you prepare for the tax season by setting up or rolling over an IRA. We also provide full brokerage services, insurance, education savings and more. You can schedule a free, no-obligation appointment with Patelco Investment Services* by calling
800.358.8228 (Option 5) or visiting us online at www.patelco.org/investments.

TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners.

Neither this financial institution nor any of its affiliates give tax advice. Consult your tax advisor about your particular situation.

* Investment products and services offered through CUSO Financial Services, L.P. (CFS), are not NCUA/NCUSIF insured, are not Credit Union guaranteed and may lose value. Financial advisors are employees of Patelco Credit Union and are registered through CFS. Patelco Credit Union is in partnership with CFS (Member FINRA/SIPC).