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.

Taxpayers who usually itemize deductions should check their withholding to avoid tax surprises

The Internal Revenue Service encourages taxpayers who typically itemized their deductions on Schedule A of the Form 1040 to use the Withholding Calculator this year to perform a “paycheck checkup.” People who have itemized before may be affected by changes … Continue reading

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

5 Tips For Financial Freedom

If money is something that makes you happy — and let’s face it, more money never hurts — then the following tips will help you earn more and keep more in your pocket. Stop Being a Consumer, Start Being an … Continue reading

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Many tax-exempt organizations must file information returns by May 15

The following article was published by the IRS. The Internal Revenue Service reminded certain tax-exempt organizations that the Tuesday, May 15 filing deadline for Form 990-series information returns is fast approaching. Form 990-series information returns and notices are normally due … Continue reading

Posted in Accounting, Charitable Organizations, Non Profits, Planning Strategies, Tax Tips, Year End | Tagged , , , , | Leave a comment

Mixing Money and Marriage

When it comes to marriage, being on the same page financially is critical for the success of the relationship. So having any sort of “money talk” should happen earlier rather than later. In fact, it should be more than just … Continue reading

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IRS provides certain small employers with relief for the small business health care tax credit for 2017 and later years

The following article was published by the IRS. The Internal Revenue Service recently issued guidance that provides relief for certain small employers that wish to claim the Small Business Health Care Tax Credit for 2017 and later years. The Small … Continue reading

Posted in Corporate Taxes, Health Care, Planning Strategies, Tax Credits, Tax Tips | Tagged , , ,

Easy Ways to Pay My IRS Taxes

When you find yourself owing the IRS at tax time, there are several different ways to make these payments. Among these are three ways to pay electronically: Online Phone IRS2Go Of these options, the best one is usually paying online … Continue reading

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IRS warns of new twist on phone scam; crooks direct taxpayers to IRS.gov to “verify” calls

The Internal Revenue Service recently warned of a new twist on an old phone scam as criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers (TACs) to trick taxpayers into paying non-existent tax bills. The IRS and its Security … Continue reading

Posted in Data Security, Identity Theft, IRS, Taxes | Tagged , , , ,