Accounting
Cozby & Company CPAs
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Plymouth hasn't published exact rates. Get a personalized quote for accurate numbers.
Heather Cozby, CPA operates from 124 Long Pond Rd #12, Plymouth, MA 02360 in Plymouth, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.
Reported areas of practice include Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as an accounting. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Plymouth, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
Cozby & Company CPAs is a Certified Public Accountant firm situated in Plymouth, Massachusetts. The firm is dedicated to providing professional financial services to individuals and businesses throughout the Plymouth area and its neighboring communities. As CPAs, Cozby & Company operates under a commitment to professional standards and ethical practices in all client interactions. Their primary focus is on assisting clients with their financial obligations, offering support in key areas such as tax compliance and accurate financial record-keeping. The firm serves as a local resource for those seeking knowledgeable guidance on complex tax regulations and essential accounting functions. Cozby & Company CPAs understands that sound financial management is crucial for both personal and business success. They prioritize clear communication and aim to foster long-term relationships built on reliability and professional expertise, helping clients navigate their financial landscape with confidence and precision.
Cozby & Company CPAs specializes in two core areas: Tax Preparation and Bookkeeping. For Tax Preparation, the firm assists individuals and businesses with the accurate and timely filing of their tax returns. This includes understanding current tax laws, identifying applicable deductions and credits, and ensuring compliance with federal and state regulations. The goal is to prepare comprehensive tax filings that reflect each client's specific financial situation, whether they are an individual with varied income sources or a business managing complex financial transactions. The process involves gathering necessary financial documents, calculating tax liabilities, and submitting returns to the appropriate authorities. Cozby & Company CPAs aims to simplify the tax season for clients by providing organized and precise preparation services. In Bookkeeping, Cozby & Company CPAs helps businesses maintain organized and up-to-date financial records. This service is fundamental for tracking income and expenses, managing accounts payable and receivable, and reconciling bank statements. Accurate bookkeeping provides a clear picture of a business's financial health, which is essential for informed decision-making and efficient operations. The firm assists clients in setting up and maintaining their financial ledgers, ensuring that all transactions are properly recorded and categorized. This foundational accounting work supports businesses in monitoring their cash flow, preparing for tax season, and understanding their overall financial performance throughout the year.
A CPA is a licensed professional who provides accounting services. They are qualified to offer tax preparation, financial planning, and auditing services, adhering to strict ethical and professional standards.
For individual tax preparation, clients typically need to provide income statements (W-2s, 1099s), records of deductions (mortgage interest, charitable contributions), and any relevant investment or retirement account statements. Providing organized documents helps ensure accuracy.
Yes, Cozby & Company CPAs provides tax preparation services for businesses. This includes preparing and filing various business tax returns, ensuring compliance with federal and state tax regulations specific to different business structures.
Professional bookkeeping ensures your financial records are accurate and organized. This provides a clear understanding of your business's financial performance, aids in cash flow management, and simplifies the process of preparing for tax season.
Our bookkeeping service focuses on maintaining organized financial records for businesses. This includes tracking income and expenses, managing accounts, and reconciling statements to provide a clear financial overview.