Authorized IRS efile Provider
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Tax Planning & Preparation
Cozby & Bruno, LLC is a local CPA firm offering high quality,
first-class professional preparation of all federal, state and
local tax returns. Our goal is to develop a long-term relationship
with our respected and valued clients and provide the highest level
of expertise and professionalism possible in a responsive and 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.
By continuously monitoring tax law changes, we have the most up-to-date
information available to help minimize current and future tax liabilities
of our clients.
The following services are included in our comprehensive personal
tax planning and preparation:
- Professionally bound client copy of tax returns
- CD with client copy of tax returns in .pdf format
- Option to e-file Federal and Massachusetts returns
- Overnight return delivery of tax returns and original documents
(your financial information is always kept safe, secure and confidential)
- Calculation of next year’s estimated taxes, if necessary,
and coupons and envelopes for filing
- Estimated tax payment reminders mailed to you
- Year-end tax organizer sent to you in December to assist you
with assembling your tax documents quickly and efficiently
- Year-end tax planning letter alerting you to tax law changes
We also offer comprehensive business tax planning and preparation
services. Please call for more information.
Audit & Accounting Services
Audit, Review & Compilation Services
Our firm specializes in the financial statement needs of homeowners’ associations,
non profits, and other small businesses. Please contact us to obtain
a proposal.
Management Advisory Services
We offer a wide range of services for small to medium
sized businesses designed to improve business operations, increase
efficiency, plan for growth, and identify weaknesses. Cozby & Bruno
LLC can help you in all stages of your business.
Bookkeeping
Good information comes from accurate, relevant and consistent accounting
records. Our firm has the resources and depth of knowledge to offer
you professional bookkeeping services in a reliable, cost-efficient
and highly responsive manner.
Accounting Services
We offer a broad range of accounting services that provide you
with up to date and accurate financial information to enable you
to make the right decisions for your business. These services include,
but are not limited to:
- Help you choose the appropriate record keeping software
- Software installation assistance
- Software training
- Oversee record keeping on a monthly, quarterly or annual
basis
- Suggest and implement necessary changes as your company
grows
Let us design and implement accounting and tax solutions to fulfill
your unique and changing needs.
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