We're Here to Serve You
For assistance with your investment needs or financial questions you have, let's talk. To schedule your phone meeting, call us at (518) 782-0209 or click here. For assistance with insurance questions, please read our FAQs.
If your finances have been impacted by the COVID-19 pandemic, help may be available. Emergency measures have been enacted by New York State to help protect insurance policyholders who are enduring financial hardship due to the pandemic. These measures extend grace periods and give you other rights under certain insurance policies (individual, small business).
Q. Where can I find information about relief for insurance policyholders?
A. You can learn more about payment deferrals and eligibility on the NYS Department of Financial Services website.
Q. How can I get assistance with deferring my insurance premium?
A. You can make arrangements with your insurance policy issuer. You’ll want to call the company to learn more about hardship eligibility and next steps. Click links below for more COVID-19 relief information.
Auto and Home Insurance
CAP COM Financial Services, LLC (CCFS) offers low cost tax preparation services. In fact, we prepare hundreds of personal income tax returns for Credit Union members each year. The tax professionals at CAP COM Financial Services help you get all the deductions you’re entitled to and give you advice on how to lower next year's tax bill. Once your return is completed, we'll file it for you, using IRS E-file®, making the process even easier! There's no reason to dread tax season when we're on your team!
We have streamlined the tax preparation process so you'll spend less time in our offices. We'll prepare your return on our time, not yours! All you need to do is complete and sign our Tax Prep Organizer and return it to our office with your tax documents one week prior to your scheduled appointment. The completed organizer will help us gather all the information needed to process your return before your appointment.
We’ve made it easy for you upload your tax documents and to receive tax documents and forms from us through our Secure Client Portal. Logging in is fast and easy, and gives you anywhere, anytime access to your important tax information.