At Cozby & Company, we offer professional preparation of all federal, state, and local tax returns. Our goal is to develop long-term relationships with our valued clients and to provide the highest level of expertise possible in a personalized manner.

We offer a full-range of tax planning and compliance services and will work with you year-round to minimize your total tax burden.

Our comprehensive tax planning and preparation service includes:

  • Two client copies of tax returns (one professionally bound, one on CD in .pdf format)
  • Calculation of estimated tax payments and quarterly reminders mailed to you
  • Year-end personal tax organizer sent in December for easy tax document assembly
  • Year-end tax planning letter highlighting tax law changes and online resources

We also offer comprehensive business tax planning and preparation services. Please call for more information.