CASE STUDY

The Tax Partner You Don't Have to Think Twice About

With accurate data, fast resolution, and strong relationships, LERETA has been Sharonview Federal Credit Union's go-to tax vendor for over five years.
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Sharonview Case Study LP

Tax Support That's Personal, Precise, and Proactive

When the No. 1 credit union in South Carolina needed a partner to manage tax reporting and escrow with accuracy and care, they turned to LERETA. What followed? Years of dependable service, timely updates, responsive communication—and a partnership built on trust.

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Reliable Tax Data, Always Current

LERETA ensures Sharonview’s tax records stay up-to-date, reducing risk and saving time for member-facing teams.

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Fast, Friendly Resolution

Questions are answered within24-48 hours, with monthly check-ins that keep everything running smoothly and ahead of issues.

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Service That Sticks

With no reason to switch, Sharonview describes their LERETA partnership in two words: trust and reliability.

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