You work hard for your money, and we help you get paid 2 days sooner! No more waiting until payday.

Tax Planning

Prepare your taxes with help from a local pro
Get a full view of your financial picture
See how your tax planning intersects with other areas
Tax prep and financial planning exclusively for our members
We've partnered with Courts Financial Strategies to offer our members tax preparation and financial planning. Meet with Kenneth Courts, who holds a masters degree in Finance and Accounting, to see how his integrated approach as a Financial Advisor and Tax Planner can support your financial goals.
Kenneth Courts, Chief Investment Manager, CFS
Direct: 262-510-2226 | Fax: 262-510-2226
[email protected]
Kenneth can also help you with the following:
- 401(k)
- Retirement Savings
- Investments
- College Savings
- Retirement Analysis
- Retirement Income Planning
- Tax Planning
- Social Security Planning
- Health Care Cost Planning
- Estate Planning
- Insurance Analysis
- Permanent Life Insurance
- Term Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Budgeting
- Cost Reduction
- Debt Management
You'll benefit from our services in several ways
As a new client, you'll get a 10% discount from what you paid to a previous professional tax accountant.