TOP COMPLIANCE SERVICe

Cosey Tax

Compliance Services

Tax compliance is easy with our advanced staff and knowledge, which helps you receive first-rate service.

KNOWLEDGEABLE

Extensive YEARS OF SERVICE

Efficiency

Practice Areas

Being a first-choice employer within our sectors. Our process applies techniques from a variety of disciplines.

01

Management

We will work with you to create a personalized plan to help you achieve your goals.

02

Planning

We form a plan with you to capitalize on your situation that aligns with your goals.

03

Performance Review

We will review your performance to assure you are aligned with your plan and goals.

Top Features

Integration
✓ Analytics and Reporting
Support

Finish your taxes online
with Myportal!

Effortlessly add compliance to your annual responsibilities and focus on selling your products. We know taxes and will allow you to do what your organization does best. You can safely upload documents to your portal once you register an account. We can access and send documents back this way as well.

Support

Our dedicated support team is available to assist you.

Analytics and Reporting

Stay on top of your company’s performance with real-time analytics.


Boost your company’s
compliance effort.

Make sure your firm focuses on your target audience with our help navigating tax and reporting.


I appreciated the support and the features. Highly recommend!

Make sure your firm focuses on your target audience with help navigating tax and reporting..

CEO, Joh Company

Top Features

Remote capabilities
Safe portal for sharing
Bank products

Simple pricing, for everyone.

Our expert team ensures elegant, functional and pleasing experience with tax planning, reporting, and representation.

Individual Simple

Everything you need for individual taxes

$149

Includes:

Two W2’s

Dependents

Social Security

Individual Complex

Everything you need for complex individual returns

$229- $1699

Includes:

Multiple W2’s

Interest

Capital Gains

Schedule C, E, F

Business Simple

Everything you need for simple businesses

$799 – $2899

Includes:

✓ S CORP, TRUST

Interest, Depreciation

Simple Income, Balance Sheet

K1

1 State

Business Complex

Everything you need for complex businesses

$1899 – 5999

Includes:

Partnership, CORP

Interest, Dividends, Balance, Amortization, Depreciation

Change of owners

✓ Change in accounting

What our customers say

★★★★★

The remote interface made it so easy to submit my information, even though I don’t have a lot of computer experience.

The portal was also a great starting point, and I was able to work on my own time.

T. E.

Owner, E G B

Frequently Asked Questions

Simply reach out to our team, providing us with your vision, and we will swiftly develop a plan that will transform your dreams into lasting memories.

Is it possible to change my date?

Absolutely, as long as you provide us with a minimum of 3 days’ notice, you can adjust your date without any additional charges.

Tell me more about your cancellation policy.

Any consulting fees, deposits for consultation other than tax preparation are non-refundable. However, we always strive to collaborate with you.

How does the billing process work?

To secure your booking, fill out our contact form, and upload your files. Send us an email, or call and we will schedule a date and time to go over your return. After review you can pay via Square, Cashapp, and Venmo..

What is the process for managing guest invites?

Within our online guest management system, you’ll find a user-friendly “Invites” section. You can either manage it yourself or allow us to take care of it for you.

Can I receive a receipt for my order?

Absolutely! Feel free to reach out to our dedicated customer service team with your order number.

Need further assistance?

Need help finding the answers you need? Let’s have a conversation.

Build with confidence
let us handle the paperwork.

Easy to use

GREAT SERVICE

Service with confidence and
a reputation to match.

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