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CU System
SECU receives congratulatory visit from IRS
RALEIGH, N.C. (5/16/11)--Michael Beebe, Internal Revenue Service (IRS) director of stakeholder partnerships, education and communication (SPEC) recently paid a visit to State Employees’ Credit Union (SECU), to share his appreciation for SECU’s efforts in helping North Carolina taxpayers through the IRS free Volunteer Income Tax Assistance (VITA) program.
Click to view larger image An IRS representative recently paid a personal visit to State Employees’ Credit Union (SECU), Raleigh, N.C. to share his appreciation for SECU’s involvement the IRS free Volunteer Income Tax Assistance (VITA) program. From left, Michael Beebe, director, IRS director of stakeholder partnerships, education and communication (SPEC); Tenesha Carter, SECU senior vice president, tax preparation services; Roger Burton, territory manager, IRS SPEC and Robyn Happoldt, SECU senior tax preparer. (Photo provided by State Employees CU)
In 2011, SECU helped nearly 48,000 members claim roughly $74 million in refunds while saving them over $7 million in tax preparation fees. SECU became a VITA partner in 2007, offering sites in all of its 237 branch locations statewide. “The support that credit unions provide to the VITA program clearly is a benefit to educating taxpayers in our communities,” said Beebe. “We are happy to see taxpayers taking advantage of these volunteer services and appreciate the support of our credit union partners.” “As a not-for-profit member-owned financial cooperative, the credit union has always been committed to providing low or no-cost services that are beneficial to members, and the VITA program aligns perfectly with that commitment,” said Tenesha Carter, SECU’s SVP of Tax Preparation Services said. “With the continuing economic climate and high unemployment rate in North Carolina, there has also never been a better time to help put money back in the pockets of those who need it most.”


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