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.

First Community Credit Union Financial Advisor and Tax Planner Kenneth Courts.

 

 

 

 

 

 

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.

First Community Credit Union is a member-owned financial co-op serving nine full-service branch locations in Beloit, Janesville, and Monroe, Wisconsin and Freeport, Rockford, Belvidere, and Roscoe, Illinois.

FirstCCU has been here for over 90 years, we're still local and always member-owned.