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Getting Ready For Tax Season

Tax season is here, and although Coastal is not offering discounts through tax preparation companies, there are still ways you can receive discounted or even free tax services.

IRS Resources:

Before filing your taxes be sure to start early and get organized. Decide whether you are going to prepare your own returns or use a tax professional.

You can also greatly reduce your stress by seeking the assistance an experienced tax advisor. Few people actually realize the difference between a tax preparer and a tax advisor. Most people seem to expect that a tax preparer will help them save taxes, but their job is usually just focused on the actual paperwork filing of your taxes.

Getting a refund?
If you have already filed your taxes and you know you're getting a refund, be sure to have it direct deposited into your Coastal account. It's free, faster, and your money is automatically sent directly to your account. No waiting for your check in the mail or waiting in line at a branch! Learn more about Direct Deposit.

Related Links:
How Long to Keep Tax Records
Free File from the IRS »
Accel Members Financial Counseling


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