Showing posts with label taxes. Show all posts
Showing posts with label taxes. Show all posts

Friday, February 26, 2016

America Saves Week 2016 | Daily Savings Focus: Saving at Tax Time

Friday, February 26: Save at Tax Time

Saving a portion of your tax refund can be a big step toward meeting your savings goals. This tax season, get ahead of your financial goals by splitting your tax refund into savings, and reward yourself with SaveYourRefund.

More tax savings strategies.

Thursday, February 4, 2016

Get Financially Fit! | SaveYourRefund

Tax season is here! Are you expecting a refund? Do you plan to save a portion? Each year during tax time, tax filers receiving a refund have an opportunity to set aside savings. Many Americans do not realize that the IRS has created a specific form built right into the tax filing process that enables all American tax filers to automatically save a portion of their tax refund with one simple step. Form 8888 enables this seamless and near universal opportunity to save.

Wednesday, January 27, 2016

Member Benefit | Save on TurboTax!

Did you know? WESTconsin Credit Union has teamed up with TurboTax to help you save on simple tax returns. Login to WESTconsin Online and click on the My TurboTax tab.


Tuesday, January 26, 2016

Tax Forms on WESTconsin Online

Tax time is upon us! eStatement Users will receive an email notice from WESTconsin when their end-of-year tax forms are available to view/print within WESTconsin online. Click Additional Services, select eDocuments and then click on the Tax Form tab. Members who have not registered to receive eStatements will continue to receive their end-of-year tax forms in the mail.

RIVER FALLS | Free Tax Preparation Services Offered Locally For Those in Need

RIVER FALLS, WI—WESTconsin Credit Union will again host the UW-River Falls Student Accounting Society in partnership with the group’s low-income tax assistance program. Families and individuals with annual incomes lower than $25,000 will be able to benefit from free assistance preparing tax returns. This service is not for students and does not include electronic filing.

Services will take place at the credit union’s River Falls office, located at 1207 North Main Street, from 6–9 p.m. on the following dates:
  • Thursday, February 25
  • Thursday, March 3
  • Thursday, March 10
Accommodations and technical support are provided by WESTconsin Credit Union. For more information about this service offered by the UW-River Ralls Student Accounting Society, please contact Steve Dewald, UW-River Falls College of Business and Economics, at (715) 425-0620.

MENOMONIE | Free Tax Preparation Services Offered Locally by AARP

MENOMONIE, WI—WESTconsin Credit Union will again host volunteers for the Menomonie
area’s AARP free tax preparation program. Assistance will begin February 3, and end April 14.

Appointment requests must be made through the Aging and Disability Resource Center of Dunn County at (715) 232-4006. Services will take place on Wednesdays and Thursdays in the lower level Community Room of the credit union’s Menomonie–East office located at 3333 Schneider Avenue SE. Services will not be available on February 10. Tax guests are asked to park in the west side lot and look for directional signs guiding them into the building.

The program is managed by AARP as a free community service targeted at helping specified individuals including the elderly and disabled, and those with low incomes or limited English proficiency. Accommodations and technical support are provided by WESTconsin Credit Union.

Friday, January 8, 2016

Get Financially Fit! | Tax Savings Strategies

U.S. News and World Report recently featured an article written by Lisa Greene-Lewis, certified public accountant and TurboTax® tax expert. Greene-Lewis' article is entitled, "10 Tax Savings Strategies for 2016." Below is an excerpt and a link to the full article.
Whether you had a good year or a not-so-good year, from a tax perspective, the beginning of a new year is the best time to reflect on your previous year and make smart, attainable tax moves so you are better prepared when it comes time to file your taxes. 

Here are 10 easy tax savings strategies to help you save money in the new year.
Read Full Article