Financial Planning

Did you know that 94% of Americans have financial concerns, or that 41% of working adults have identified basic living expenses as their top financial issues?

Are you in one of these groups? Take heart. Using your income tax return as a guide, you can gain valuable insight into your income, investments, retirement savings, and more.

Your CPA can help you set financial goals and develop strategies so you can develop cash flow and wisely invest your assets.

Whether you’re saving for an emergency fund, a college education, retirement; buying a home; or simply trying to get out of debt, it’s a good idea to work towards a specific goal by developing a financial plan.


About cozbycpa

Heather L. Cozby is a CPA on the South Shore and Cape Cod. The managing partner of Cozby & Company, LLC, Heather has the resources and experience necessary to provide quality professional services on a timely basis and at a reasonable cost. She specializes in tax planning & preparation; audit, review & compilation services; management advisory services; bookkeeping; and accounting. Her unique niche is in working with homeowners’ associations and condominium trusts, advising with rental real estate, and providing outsourced financial consulting for mid-sized companies. She is more entrepreneurial than most accountants, and offers the best of both worlds - providing the services of a larger firm while retaining the ability to connect with her clients on a personal level.
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