• CDs

    CDs Tiered interest paid quarterly; terms from three to 60 months.

  • IRAs

    Variable-Rate IRA Call the shots with this flexible option.

    Fixed-Rate IRA Deposit a fixed amount while earning higher returns.

  • Financial Advisor

    LPL Financial Our partnership with LPL Financial will put you on the right track with investment services, insurance products and information access.

    • Added Benefits

      Glossary of Financial Terms Financial literacy starts with understanding financial terms.

      Calculators Use our auto and mortgage calculators to estimate the loan terms that best fit your budget.

TurboTax 2015

Tax Services

Tax season can be a very stressful time for everyone. At United Heritage, we have the resources necessary to help relieve your pressure points. Learn how United Heritage and TurboTax® can help save you money this year.

The Smarter Way to Your Biggest Refund

This year, file your taxes the smarter way and get your biggest possible refund – guaranteed. TurboTax® guides you every step of the way. Plus, United Heritage members can save up to $15 on TurboTax federal products.

  • TurboTax translates taxes into simple questions about your life and puts everything in the right forms for you.
  • TurboTax searches over 350 deductions and credits, so you won’t miss a thing.
  • TurboTax runs error checks and a final review to help make sure your taxes are done right.

Use TurboTax today and save!

 Get Started

Read our Tax Time Tips blog post for advice on how you can reduce stress and increase your refund (or decrease the amount you owe).

Scam Alert

Learn about the IRS-Impersonation Telephone Scam happening during Tax Season and how to protect yourself against a scam attempt.

TurboTax 2015

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