Turbo Tax Free State and Federal Returns by hnx53876


Turbo Tax Free State and Federal Returns document sample

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									                                                                                                                        Volume 8
                                                                                                                        Issue 1

                                       Cleveland State Bank Makes Life Easier
Everyone at Cleveland State Bank prefers visiting with customers face-to-face, but they understand the need to accommodate
on-the-go customers. Cleveland State Bank is enthusiastic to introduce new products and services that are intended to make
your life easier and more efficient. Cleveland State Bank connects you to the future of banking, while still valuing personal
service. Behind every new product or service is a genuine individual – gladly available to lend a hand or answer questions.

                                            phone and carrier to begin the ease           the left navigation menu. eStatements
                                            and convenience of Mobile Money.              require Adobe Acrobat Reader 7.0 or higher
                                                                                          to view in PDF format.
                                            If you have questions on your phone
                                            capabilities or phone plan, check              Links to Manage Your Budget
                                            out Mobile Money FAQ’s on the
                                            Mobile Money link on our website,                                 Cleveland State
                                            www.bankatcsb.com           or call your                          Bank has two
                                            phone service carrier.                                            new options to
                                                                                                              help manage your
                                            Please note that Cleveland State Bank’s                           household finances
                                            Mobile Money is FREE. However, to                                 more efficiently.
                                            utilize Mobile Banking you will need a                            FinanceWorks™
                                            data plan and/or text messaging plan.                             and WebConnect
                                            You may encounter charges from your cell                          allow you to set a
     Mobile Money Dials Up                  phone carrier if you do not carry a texting
    Freedom and Convenience                                                                                   budget, build your
                                            or data plan. Individuals are responsible                         savings and reduce
 Mobile phones are smarter than ever        to review their cell phone plan before        debt, stay on top of bills, and easily
 and are quickly becoming more than         signing up for Mobile Money. Follow           keep track of spending. Read the
 a tool for a quick conversation.           directions carefully to ensure proper         difference in the programs below and
 Now, with CSB Mobile Banking, you          downloading of the application for your       find out which is best suited for you.
 have the capability to bank with your      individual mobile device.
                                                                                          FinanceWorks™ is a FREE online
 mobile phone. With the exception of        In order to utilize the Bill Pay feature of   financial management application
 receiving cash, the same transactions      Mobile Money, you need to be a current        that combines the Quicken®
 you do at an ATM, you can now              Bill Pay customer. To become a Bill Pay       software elements with Online
 do with your mobile phone. With            customer, simply call CSB at 920-693-         Banking. FinanceWorks™ allows
 Mobile Money, the capabilities of the      8256 and ask to speak with Beth.              users access to personal accounts at
 software allow users to make balance                                                     Cleveland State Bank, as well as other
 inquiries, transfer funds between                       eStatements                      financial institutions, for a complete
 eligible accounts, and even utilize Bill   Take advantage of the convenience             understanding of the current
 Pay. The phone style and the texting       of receiving your statements online.          household budget. Transactions from
 or data plan features you have with        Online statements are electronic              all the accounts will be automatically
 your phone carrier determine your          versions of the statements you receive        categorized in an easy to use pie chart,
 Mobile Money capabilities.                 in the mail. It’s fast, secure, and easy.     and enables users to set spending
 If you are currently a CSB Debit/          Avoid the risk of statements being            limits for specific categories to stay
 ATM card holder and own a mobile           intercepted in the mail, save storage         on budget, control spending, and
 phone, you are ready to initiate           space, and balance your account more          save more. Also included in the
 CSB’s Mobile Money. To register            timely. eStatements are accessible            program is a bill reminder feature that
 for Mobile Money, visit our website        online for three years. eStatements           automatically presents a list of bills
 www.bankatcsb.com and click the            older than the three-year retention           due.
 “Mobile Money” link on the top             period can be obtained from Cleveland         To access FinanceWorks™, go to
 of the page and enter your mobile          State Bank.                                   Cleveland State Bank’s website
 phone and card information. You            To start receiving eStatements, simply        - www.bankatcsb.com, Log on
 will be sent a text message to begin       Log on to your Online Banking                 to Online Banking and click the
 handset verification. Follow the           account at www.bankatcsb.com and              FinanceWorks™ link on the left
 directions that are unique to your         select the “Statement” option from                                       Continued ...
Continued ...                              THEM!! Cleveland State Bank will
navigation menu. Follow the directions     never ask for any personal information
and begin managing household               or account information via the home
finances in a fun and organized way.       phone, cell phone, email, or any other
WebConnect is for those customers          electronic devices.
who utilize Quicken® Personal              The latest scam targets cell phone
Finance software on their PC’s or the      users claiming a text message is
Quicken® online version.WebConnect         being sent from a financial institution                            Lakeshore Cruisers
links Online Banking with the              with an automated message stating                                     2010 Agenda
Quicken® Personal Finance program.         something similar to: “ Your ATM
All transactions are automatically         card has been suspended, to reactivate                         Wisconsin Dells Dinner Theatre
transferred from your Online Banking       call urgent at 1-866-924-0071!!!!”                              “Legends of Country Music”
records to your Quicken® software,         Calling a number like this will likely                            Thursday, April 15, 2010
allowing you to have accurate records      prompt for the debit card number and                               “My Favorite Things”
and bookkeeping.                           pin number to reactivate. DO NOT                                 Friday, December 3, 2010
To     download      transactions   to     RESPOND!
Quicken®, go to Cleveland State            Cleveland State Bank posts the latest                         Niagara Falls and Toronto
Bank’s website - www.bankatcsb.com,        scams in our “What’s New” section of                            September 13-18, 2010
Log on to Online Banking and click         our website – www.bankatcsb.com.                                  (Passports required)
the “Download Banking Transactions”
                                                                                                    For more details and registration
link on the left navigation menu.                                Cleveland                          contact Ellen Pahmeier at 693-8256
Find out more about WebConnect
on the “Learn more about Intuit®”                               Investment                          or go to our Lakeshore Cruisers link
                                                                                                    on our website www.bankatcsb.com
link on this page. To learn more                                  Center                                Gift certificates are available.
about Quicken® software go to
                                             Is it time to review your financial portfolio? Time goes fast, and that means
         TurboTax . . .                      your future is right around the corner. Whether your future is planning a
   As Easy as Banking Online                 family, starting a new job, or preparing for retirement - the answer is YES!
It is now easier than ever to link to        To review your financial future, set up your no-obligation appointment with
Turbo Tax®, the most trusted brand           **J. Brent Browning, Registered Representative, call Cleveland Investment
of tax software in America. Simply           Center today at (920) 693-8256. For your convenience, Brent will be available
go to our website www.bankatcsb.             to visit with you at your residence or at the Cleveland or Howards Grove
com, Log on to Online Banking, and           office.
click the Turbo Tax® link on the left        **Registered representative for/and securities offered through J. W. Cole Financial, Inc.,
navigation menu. With Turbo Tax®             6928 Linebaugh Avenue, Suite 101, Tampa, FL 33625, 813-935-6776, Member FINRA/SIPC.
you don’t have to be a tax expert to do      Investments are not deposits of, obligations of, or guaranteed by Cleveland State Bank.
your taxes. Turbo Tax® is specifically       CSB and J. W. Cole Financial, Inc. are independently owned and operated. Investments are
designed for first-time users with easy      not insured by the FDIC or any other agency of the United States. Investments are subject to
                                             investment risk, including the possible loss of principal amount invested.
step-by-step instructions. Verification
of tax form entries is made to ensure
you receive every deduction and credit       CSB Office Hours
you deserve. Cleveland State Bank does
                                             Cleveland Office
not charge to link to the Turbo Tax®         Lobby Hours
software. Only one simple Federal return     Mon. - Thurs.       8:30 a.m. to 4:00 p.m.
is Free with Turbo Tax® Free Edition.        Friday              8:30 a.m. to 6:00 p.m.
                                             Saturday            8:30 a.m. to 11:00 a.m.
Charges may apply for further Federal
                                             Drive-Thru Hours
returns and/or State Tax returns.            Mon. - Thurs.       8:00 a.m. to 4:30 p.m.                               Cleveland Office
                                                                                                                1250 West Washington Avenue
                                             Friday              8:00 a.m. to 6:00 p.m.
                Scams                        Saturday            8:00 a.m. to 11:00 a.m.
                                                                                                                     Post Office Box 158
                                                                                                                  Cleveland, WI 53015-0158
Scamming is not a new trend.                 Howards Grove Office                                         Phone (920) 693-8256 • Fax (920) 693-8344
Senseless crimes of scamming have            Lobby Hours
                                             Mon. - Thurs.       9:00 a.m. to 5:00 p.m.                            Howards Grove Office
existed throughout history but have          Friday              9:00 a.m. to 6:00 p.m.                           502 South Wisconsin Drive
taken on new and different dimensions        Saturday            9:00 a.m. to 12:00 p.m.                          Howards Grove, WI 53083
in our hi-tech environment. As new           Drive-Thru Hours                                             Phone (920) 565-6000 • Fax (920) 565-6205
technology arises, so do new scams.          Mon. - Fri.         8:00 a.m. to 6:00 p.m.
                                             Saturday            8:00 a.m. to 12:00 p.m.                 Cleveland State Bank
As with any scam, you only need                     Phone Banking (800) 406-2735                            Bauer Financial
to remember one thing – if you                       e-mail csb@bankatcsb.com
                                                                                                             5 Star Rating
don’t know who is asking for the                       www.bankatcsb.com
                                                                                                                 since 1983
information – DON’T GIVE IT TO                                                             Member FDIC

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