Member Benefits: Relieve Tax Season Stress

Jamie Chapman
Mar 5, 2021

The end of 2020 signaled the close of a trying year for many of us, but there is still one lingering task to complete before we can put the past year behind us—filing our taxes. Learn how to make tax season less taxing by putting your member benefits to work with our partners.

Franklin Planner can help as you gather your tax and financial documents. If you itemize expenses, reduce the stress of money management by documenting your financial activities with an auto mileage log or a financial plans supplement. They both offer a comprehensive set of forms to track your expenses, and you can save 15% when you use code PKPMember.

Another helpful tip is to place all tax documents in a centralized folder as you print or receive them in the mail. This will ensure that nothing is missing when it is time to hand over your tax documents to your accountant or when you are ready to prepare your taxes yourself.

Filing taxes on your own? Our partner, Office Depot, has you covered with a complete line of tax solutions. Shop tax forms, envelopes, software and e-file solutions, all designed for your specific needs and to help boost your bottom line. Shop at to access member-only savings up to 80%.

As Tax Day approaches, we encourage you to be on the lookout for identity theft. Scammers can steal your information to submit fraudulent tax returns and steal your tax refunds, but you can beat the scammers by taking steps to protect yourself. Our partner, LifeLock, shares the top five IRS scams to watch out for and how you can protect yourself this tax season.

Want even more protection? Members who sign up for a LifeLock membership can save 35% on their first year. Click here to learn more and enroll in minutes.

The IRS recommends storing a backup of your tax records, and our partner, Carbonite, can help you do just that. Keep your tax and financial documents safe and get peace of mind with an easy-to-use cloud backup plan that stores clean copies of your data and is accessible whenever you need them. Carbonite plans protect you from all major causes of data loss, including ransomware, accidental file deletion, computer crashes, computer theft, natural disasters, storage device corruption and everyday accidents like coffee spills.

As an active member, you can save 10% on any Carbonite plan subscription with promo code PHIKPOFFER10. Visit to find the backup plan that works best for you.

With tax season in full swing, it is time to get your finances in order, and we hope our tips will help the process along and take some of the stress out of this hectic time of year.

Questions? Contact Jamie Chapman, membership director.

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