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.

Combat-Zone Contract Workers Qualify for Foreign Earned Income Exclusion

The following article was published by the IRS. Certain U.S. citizens or resident aliens, specifically contractors or employees of contractors supporting the U.S. Armed Forces in designated combat zones, may now qualify for the foreign earned income exclusion. The Bipartisan … Continue reading

Posted in IRS, Military, Personal Taxes, Tax Law Changes, Tax Tips, Taxes | Tagged , , , , , , , , | Leave a comment

How to Find a Job When You’re Retired

Looking for a job is a job in and of itself. But as we age, it is often assumed that finding a job gets even harder. This may be true if you are trying to complete with a younger demographic … Continue reading

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Taxpayers who Support Dependents Should Check Their Withholding Now

The following article was published by the IRS. Taxpayers who support older dependents should head over to the Withholding Calculator on IRS.gov and do a “paycheck checkup” ASAP. They can use the calculator to make sure they are having their … Continue reading

Posted in Child Tax Credit, IRS, Personal Taxes, Planning Strategies, Tax Credits, Tax Law Changes, Tax Tips, Taxes, Uncategorized | Tagged , , , , , , , , | Leave a comment

IdentityTheft.gov Helps You Report and Recover from Identity Theft

Today’s world is more connected than ever. While this is generally a good thing, it also increases the likelihood that your personal information can end up in someone else’s hands, which can lead to identity theft. The first signs of … Continue reading

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Retirees with Pension Income Should Do a Paycheck Checkup ASAP

The following article was published by the IRS. Retirees should do a Paycheck Checkup to make sure they are paying enough tax during the year by using the Withholding Calculator, available on IRS.gov. The Tax Cuts and Jobs Act, enacted … Continue reading

Posted in IRS, Personal Finance, Personal Taxes, Retirement, Tax Tips, Taxes | Tagged , , , , ,

Credit Card Tips for Retirees

The golden years might mark the end of working for a paycheck, but it doesn’t eliminate the importance of keeping a solid credit score. Credit scores affect more than just your ability to borrow; even things such as your car … Continue reading

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Taxpayers Can Monitor Their IRS Information Online

Taxpayers can access their federal tax information through a secure login at IRS.gov/account. After logging in, the user can view: The amount they owe Their payment history Tax records Key information from their most recent tax return as originally filed … Continue reading

Posted in IRS, Personal Taxes, Tax Tips, Taxes | Tagged , , ,