Author Archives: cozbycpa

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.

Get Ready for Taxes: What to Do Before the Tax Year Ends Dec. 31

The following article was published by the IRS. As tax filing season approaches, the Internal Revenue Service reminds taxpayers there are things they should do now to get ready for filing season. For most taxpayers, Dec. 31 is the last … Continue reading

Posted in Accounting, Compliance, IRS, Personal Finance, Planning Strategies, Self-Employed, Tax Tips | Leave a comment

Helpful End-of-Year Tax Tips

Own a small business? Trying to brainstorm to make sure you remember all the details you need to pull together at year end for tax season? Here are a handful of useful tips to keep in mind over the next … Continue reading

Posted in Government, IRS, Planning Strategies, Self-Employed, Small Business Association (SBA), Tax Extensions, Tax Tips, U.S. Small Business Administration, YouTube | Tagged , , , , , , , , , , , , , | Leave a comment

Get to Know the Taxpayer Bill of Rights – Part 1

This is the first tip in a two-part summary of the rights granted to all taxpayers. Every taxpayer has rights. The Taxpayer Bill of Rights takes these rights from the tax code and groups them into 10 categories. Taxpayers interacting … Continue reading

Posted in IRS, Personal Finance, Personal Taxes, Planning Strategies, Tax Tips, Year End | Tagged , , , , | Leave a comment

Tips for Smart Charitable Giving

“Charitable giving” is a phrase used frequently towards the end of the year, both during the holiday season as well as at tax time. Giving is an extremely important gesture made by those who have towards those who aren’t as … Continue reading

Posted in Charitable Organizations, Personal Finance, Tax Tips, YouTube | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

National Tax Security Awareness Week: Recognize Phishing Email Scams

The following article was published by the IRS. The IRS reminds people to be on the lookout for new, sophisticated email phishing scams. These scams not only endanger someone’s personal information, but they can also affect a taxpayer’s refund in … Continue reading

Posted in Data Security, Fraud, Identity Theft, Personal Finance | Tagged , , , , ,

Shopping Tips for Cyber Monday and Beyond

Black Friday is behind us and we are now faced with the deals and bargains of Cyber Monday. Similar to Black Friday in many ways, Cyber Monday is a chance to knock out some, if not all, of your holiday … Continue reading

Posted in Holiday Tips, Personal Finance, Planning Strategies, Technology, YouTube | Tagged , , , , , , , , , , , , , , , , ,

Taxpayers Should do an End-of-Year Withholding Check-up

The following article was published by the IRS. As the end of the year approaches, the IRS encourages taxpayers to consider a tax withholding checkup. When taxpayers take a close look to make sure the right amount of tax is … Continue reading

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