Wescom Financial
Wescom Credit Union | Building Better Lives for Southern Californians

Tax Day Toolkit

Wescom’s Tax Tips for 2023

Tax Day Toolkit | Wescom Credit Union

Tax Day is right around the corner: April 18, 2023. No matter if you have already filed your taxes or not, we have complied a list of helpful tips to relieve your tax season stress.

  1. Get your refund faster. Make sure to add direct deposit account details to the refund section of your IRS tax form. Plus, Wescom members may receive their direct deposit funds up to two days sooner than before.* Learn more.
  2. Routing and account numbers. Wescom Credit Union’s routing number is 322079353. Our routing number and your account number can also be found in Online Banking or the mobile app. You’ll need these to set up direct deposits. Our routing number is also located in the lower left-hand corner of your personal checks.
  3. Contribute to your IRA. By contributing to your 2022 Individual Retirement Account (IRA) by April 18, 2023, you may reduce your taxes (consult a tax advisor) – plus, you'll be putting away funds for your retirement. To open an IRA or learn more about the investment options available to you, schedule your no-obligation consultation with a CFS Investment Representative.** Call us at 1-888-879-0558 ext. 5104 or stop by any Wescom branch.
  4. Set up alerts. Set up free Wescom Account Alerts to get real-time text messages or emails when your refund hits your account.
  5. Check your old address. If you moved recently, make sure to check for any missing forms or important documents at your old address.
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* Wescom will post your direct deposit when it is received, regardless of the settlement date. Early access to your direct deposit of funds is not guaranteed and is dependent on the timing of funding by the payer. Wescom does not control when the direct deposit is received. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license.

** Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members.