Save Money When Doing Your Taxes With These Offers [Targeted]

Updated: January 16, 2025, 5:07pm CST

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Credit Card Offers for Tax Savings
Is It Worth It?
Final Thoughts

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With tax season approaching, credit card issuers like American Express and Chase are offering cardholders the chance to save money on tax preparation software. In turn, you can save money on your 2025 taxes.

Let’s look closer at these offers.

Credit Card Offers for Tax Savings

Just in time for the busy tax season, card issuers like American Express and Chase are offering savings on tax prep software for those who prefer to do their own taxes. We’ve also seen offers from Bank of America, Capital One, and Citi, so you should check all of your accounts for offers.

overhead view of someone filling out tax forms — Image Credit: Nataliya Vaitkevich via Pexels

We were targeted for several Chase Offers and Amex Offers to enjoy some nice savings when filing taxes with popular tax software programs like TurboTax, H&R Block, and others.

For example, you can get a one-time $20 statement credit (enrollment required) by using the card with the offer to pay for a TurboTax package to file your taxes. This offer expires on April 16, 2025.

Turbo Tax Amex Offer — Image Credit: Amex Offers

Here are a few other Amex Offers for tax prep savings:

Save 30% off (up to $60 back) TaxAct tax preparation services when using your enrolled card by April 15, 2025 (enrollment required).

Taxact Amex Offer — Image Credit: Amex Offers

There’s also an offer from TaxAct to earn an extra 5 Membership Rewards points per $1 spent (enrollment required), valid through April 15, 2025. There’s a limit of 2,000 bonus points with this offer.

TaxAct Amex Offer bonus points January 2025 — Image Credit: Amex Offers

Earn a one-time $10 statement credit when spending $40 or more online with H&R Block (enrollment required). This offer expires on April 16, 2025.

HR block Amex Offer — Image Credit: Amex Offers

An Amex Offer for QuickBooks is available through January 31, 2025, providing $20 back as a statement credit after spending $120 or more (enrollment required).

Amex Offer January 2025 QuickBooks online — Image Credit: Amex Offers

Amex isn’t the only issuer offering big savings on tax prep software. You’ll also want to check your Chase Offers, as we received an offer for $20 cash-back when spending $39 or more at TurboTax, valid until April 16, 2025 (enrollment required).

Chase Turbo Tax Offer — Image Credit: Chase Offers

And Citi Merchant Offers can save you $20 on a purchase of $39 or more with TurboTax (enrollment required), valid through April 16, 2025.

Citi Merchant Offer January 2025 Intuit TurboTax — Image Credit: Citi Merchant Offers

Meanwhile, BankAmeriDeals has an offer for 30% cash-back on your first TaxAct purchase, up to a maximum of $60 back (enrollment required). This offer runs through April 30, 2025.

BankAmeriDeal January 2025 TaxAct — Image Credit: BankAmeriDeals

Hot Tip:

Each major credit card issuer provides customers with exclusive, targeted offers to save or earn rewards when they shop at eligible merchants. We’ve been known to praise Amex Offers here at Upgraded Points, as they have helped us save lots of money from our Amex credit card.

Is It Worth It?

If you are one of the approximately 75% of U.S. taxpayers who file their taxes electronically with tax preparation software, these offers from Chase, Amex, and other credit issuers on tax prep software services will surely be useful.

Additionally, if you pay your taxes with a credit card, you will keep some more cash in your pocket because tax payment processors have recently reduced their fees for credit card users. As a result, you not only earn valuable travel rewards from paying your taxes with a credit card (and save on credit card fees when settling your tax bill) but also save money by paying for your tax prep software with your eligible credit card, assuming you enroll in one of these offers first.

Final Thoughts

If you prepare your own taxes and rely on one of the many tax preparation software options available to consumers, there’s a good chance that you’ll save money on your taxes this year, thanks to your credit card.

Keep in mind that enrollment is necessary, so be sure to add the offers to your eligible card prior to purchasing any tax software or paying for any filing fees.