About
At Cozzi Tax Services, we have your best interest at heart. We are your affordable and reliable tax professionals.
You can trust us with your tax preparations, bookkeeping, payroll, business reporting and new business formation.
We know you work hard for your money. We find great satisfaction in helping you optimize your income by properly taking advantege at the resources available to you.
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Taylor
Lore S.
Frequently asked questions
What is your typical process for working with a new customer?
When working with a new client:
- Make an appoinment
- Bring last years returns and documentation
- Bring in current documentation
- Have a conversation to learn about you and help you find the most opportunity to
What education and/or training do you have that relates to your work?
Registered Tax Return Professional since 1979.
Member to Tax and Accounting associations to stay current and continuosly grow within the industry.
Do you have a standard pricing system for your services? If so, please share the details here.
Depending on how many forms need to be submitted to complete the return.
New Clients receive $25 OFF their first services. Refer-A-Friend and you both get $25 OFF your next services.
On average, returns run around $250. Again, it depends on the number of forms required to submit your return. Could be less, could be more.
How did you get started in this business?
I have always been intersted in the financial industry. Taxes were always a hard question to answer and I understood it quickly, so to help others understand it too I began working in the industry.
What types of customers have you worked with?
Singles, Families, Self-employed individuals, small business owners, corporate business owners, investors.
What advice would you give a customer looking to hire a pro in your area of expertise?
Follow your gut feeling. Not all will have your BEST interest at heart. Find someone honest whose integrity is important to them.