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.

Gifts to Charity: Six Facts About Written Acknowledgements

Throughout the year, many taxpayers contribute money or gifts to qualified organizations eligible to receive tax-deductible charitable contributions. Taxpayers who plan to claim a charitable deduction on their tax return must do two things: Have a bank record or written … Continue reading

Posted in Charitable Organizations, IRS, Non Profits, Personal Finance, Planning Strategies, Tax Tips | Tagged , , , | Leave a comment

How to Save This Halloween

Halloween is as much about decorations and candy as it is about trying to one-up friends and neighbors with your creativity and costumes. It is a great time to take a little risk, spend some time with friends trick-or-treating, and … Continue reading

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Taxpayers Should Be Wary of Unsolicited Calls from the IRS

The following article was published by the IRS. Taxpayers who get an unexpected or unsolicited phone call from the IRS should be wary – it’s probably a scam. Phone calls continue to be one of the most common ways that … Continue reading

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How To Do Fall Financial Housekeeping

Fall is an excellent time to take care of some long overdue chores, including tidying up our houses and yards. But what about our finances? This time of year is also the perfect time to take stock of where you … Continue reading

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IRS Reminds Parents, Students to Explore Education Resources on IRS.gov

The following article was published by the IRS. The Internal Revenue Service today reminded parents and students that there are many tax benefits available to them, and the easiest way to learn more about them is through the education resources … Continue reading

Posted in American Opportunity, Education, Lifetime Learning, Personal Finance, Personal Taxes, Planning Strategies | Tagged , , , ,

Money Mistakes That Will Ruin Your Relationship

Living with someone can be one of the smartest financial decisions you make. Virtually all fixed expenses can be split and many other daily expenses shared as well. But this can be a double-edged sword. Poor financial decisions have the … Continue reading

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Protect Yourself After the Equifax Data Breach

This article was published by the IRS. The recent Equifax hack has credit users on edge, wondering if they were a victim and if so, what steps they should take. The first step is to find out if you were … Continue reading

Posted in Data Security, Fraud, In the News, Personal Finance, Personal Taxes, Planning Strategies | Tagged , , , , , ,