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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.
CCFS Client Tax Services
Turn it over to the pros.
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!
Fast and Easy Process
Streamlined tax preparation based on years' of experience.
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.
Convenient Online Client Portal
Safe, secure access to your tax documents, from anywhere.
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.