Local Credit Union Offers Tax Preparation Assistance to Members

January 25, 2021

335

Marshfield Medical Center Credit Union Members Can Access Professional Tax Help

Submitted to OnFocus – Tax season is almost here! For Marshfield Medical Center Credit Union (MMCCU) members seeking help with understanding, planning and properly filing this tax season, MMCCU has once again partnered with Kenneth Courts (the owner of CFS, and a longtime partner) and Chris Neufeld of Focused Tax Solutions (another local partner).

Members can CLICK HERE to secure an appointment date and time, or call 262-232-8080 with Courts. Members and Non-Members can CLICK HERE or call 715-389-8663 to secure an appointment date and time with Neufeld.

“We are happy to work with these local partners again this tax season, as they provide a great service for our members not only with the tax preparation but with the financial advice they are able to share,” said David Murphy, VP of Finance & Risk. “Financial planning and tax preparation do not always go hand in hand, and both these professionals are able to offer guidance that addresses both components. Kenneth is only able to work with current and new members of the credit union.”

Once a Northern Minnesota native, Courts is now a proper Wisconsinite and has worked with the membership of the credit union for over five years.

“I really enjoy serving the friendly people/community of Marshfield, specifically the members of Marshfield Medical Center Credit Union,” he said. “I try to align myself as an extension of MMCCU to provide clarity and quality in complex financial areas, just as they do. Ultimately, I enjoy solving problems for members in the arena we call tax prep, and adding an aspect of tax planning.”

Located just down the street from MMCCU, Neufeld is a local option that specializes in all forms of financial planning, including retirement, tax preparation, and investments. Members may be familiar with Neufeld, as their financial professionals have hosted various workshops at MMCCU in past years.

Chris Neufeld has been a financial planner for 25 years and added tax preparation to his skillset in order to provide a more well-rounded financial view for his clients.

“The actual tax planning is enjoyable to me,” he said. “I can show people how they are being taxed and how to avoid different situations.”

Neufeld offers in-person meetings or virtual meeting options, and a secure online portal to share documents. To get started, members simply need to give Neufeld’s office a call at 715-389-8663.

Courts said that though he prefers to meet with members in person, given current COVID challenges, he is content serving the MMCCU community in any way possible.

“Given the financial planning side of tax preparation and future tax planning, I prefer to take time to get acquainted and fully understand the goals of members first. Then, I can assist with tax scenarios from basic to complicated and work toward the very best result,” he said.

Marshfield Medical Center Credit Union proudly serves the health care community (and their families) throughout Wisconsin. Employees of the Ministry Health Care system of hospitals, physicians, clinics, providers located throughout Wisconsin, and affiliates and/or successors; employees of the Marshfield Clinic, and its regional centers, divisions, subsidiaries, affiliates and/or successors; other health care professionals and their employees whose principle purpose is, but not limited to, medical research, pharmaceuticals or medical supplies. MMCCU is federally insured by NCUA.

To join or for additional information please contact us at 715-387-8686 (toll free 800-818-5049) or visit the MMCCU office at 302 West Upham Street in Marshfield. Membership eligibility required.

We welcome your stories! Contact us at [email protected]!