Personalized Tax Planning & Preparation Services provided by Courts Financial Strategies (CFS). Available exclusively to members of N.E.W. Credit Union.
Schedule an appointment at our Oconto Falls branch or contact Courts Financial Strategies, LLC, for remote options. Review the Tax Planning Checklist below before your visit.
Personalized Tax Planning and Preparation Services Courts Financial Strategies (CFS) Available Exclusively to Members of N.E.W. Credit Union
After contacting CFS and signing up for Personalized Tax Planning, your first step will be a comprehensive data collection and discovery appointment. This will allow for a thorough review of your current tax situation, along with the opportunity to learn how you may save money in the future.
You will need the following documents for this appointment:
Schedule a second appointment to discuss your Personalized Tax Plan.
Most plans have a central planning theme personalized to your goals, objectives, and resources:
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