Tax Services

At Cook & Associates, we believe in a simple philosophy when it comes to tax planning and consulting: “know the law and know your client.”

We offer a full range of tax preparation and tax planning and consulting services to assist our clients in not only keeping in compliance with the multitude of tax filing requirements but also in minimizing their tax burden. Our two major areas of service are tax preparation and tax planning and consulting.

Tax Preparation

At C+A, we prepare returns for all basic and not-so-basic needs. We offer tax preparation services for:

We believe in making our clients aware of the relevant laws and rules. We work with the client to arrive at a defensible position that minimizes their tax liability to the fullest extent allowed by law.

We offer electronic filing for all returns as allowed by taxing authorities and can provide a truly “paperless” tax filing experience by providing the client’s copy of the return in electronic format upon request. Although tax preparation is the most basic service offered by most CPAs, we believe it’s not “routine” and treat every return as a special case.

Tax Planning and Consulting

At C+A, our belief is that proper planning can prevent any unwelcome surprises at “tax time.” We also believe that the best way to handle an issue with a taxing authority is to respond quickly and confidently.

Whether it’s finding representation for an IRS audit or planning for next years’ estimated tax payments, we offer consulting services for a full range of tax planning issues. Together with our Wealth Management Team, we are also able to provide long-term tax planning to ensure that our clients’ wealth stays where it deserves to be – in their pockets. Some of the tax planning issues we consult on include:

For more information on our tax services, contact Dan Musick.