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Tax Services

An experienced team of tax professionals at your service.

Small-Intro-taxes

As tax laws become increasingly more complicated, many people now work with tax professionals to file even simple tax returns. Our experienced tax preparers* are employees of the Credit Union and provide the service levels and expertise we are known for. They can help you file your best tax return for your specific situation.
* Note: Tax services are not offered through LPL Financial.

Tax Preparation

A unique three-stage process to ensure accuracy.

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Your tax return will be checked, rechecked and verified for accuracy by your tax preparer and our income tax reviewed. This three-stage process is unique to our firm and ensures your return is completely properly and accurately. Your tax return can be filed electronically to help you get any refund back more quickly.

Tax Planning

A full range of tax planning strategies to keep you on track.

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At CCFS we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liability, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Tax Solutions

Help and assistance resolving a range of tax issues.

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We are here to help you resolve your tax problems and can assist you in these and other areas: IRS audit representation; Non-filed returns; Back taxes; Offers in compromise; Payment plan; Innocent spouse relief. We work closely with CCFS Financial Consultants to assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts may also result in tax savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may help you save and/or reduce your payments.