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Pre-Prep Help to Prepare for Taxes

February 17, 2023

Make Tax Season Less Stressful With These Useful Resources And Tips

Many people dread tax season, even some accountants, but our friends at Banzai have some great resources to help make tax preparation a bit easier.

They offer quick reads and activities of no longer than 5 minutes each. Check out the topics and links below:

Important Info When Filing

If your tax refund is being deposited electronically, it is imperative that you provide the IRS with the correct deposit account information. Every year tax returns end up in the wrong accounts, due to errors in submitted account numbers. Should this happen, you’ll have to call the IRS at 800-829-1040, and have them file an IRS form 3911 to track down your tax return. To minimize issues, be sure to:

  • Use caution when setting up the direct deposit of your tax refunds. Refunds are deposited solely based on account number, not by name.

  • Make sure you use your full 9-digit routing number and 14-digit account number. This information can be found on your checks or within your online or mobile banking.

  • Make sure the checking or savings account you submit is active.

  • Do not add or delete any zeros.

  • Double- and triple-check all information and numbers before submitting your account information.

Did you know that as a First Source Member, you can get discounts on filing with Turbo Tax and H&R Block? You will need to use this link to qualify

  • Turbo Tax: New and returning users save up to $15 

  • H&R Block: New users save $25, and returning users get Tax Identity Shiel® add-on free.

If you’re not sure what to do with your tax refund once it arrives, here’s an article from U.S. News with advice on how to responsibly enjoy and utilize your income. If you’re considering saving it and allowing it to grow, now is a great time to take advantage of our 15-month Term Share certificate with a 4.25% annual percentage yield. Learn more about our Term Share Certificates here.

Live Smarter

If you’d like to speak to one of our friendly Financial Service Representatives about receiving a discount on your tax preparation or receiving your tax returns via direct deposit, call 315-735-8571.

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If you would like to schedule our Community Educator for a seminar or workshop for any Financial Friday educational topic, please email your request to

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