Tag Archives: Plymouth CPA Heather Cozby
Sudden Money: Managing a Windfall
Striking it big with the lottery is a dream for many, but a reality for few. But the fact is, you are far more likely to receive a sudden windfall of money from another source than the lottery. Whether it … Continue reading
Posted in Personal Finance, Planning Strategies
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Individual Taxpayer Identification Number (ITIN)
The following video was published by the IRS The Individual Taxpayer Identification Program (or ITIN for short) is for people who must file or pay U.S. taxes but who are not eligible for a SSN. A change in the law … Continue reading
Posted in IRS, Personal Finance, Planning Strategies
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, ITIN, ITIN Renewal, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes
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How to Refinance Your Home Loan
If you are a homeowner, you probably have a mortgage. Mortgages are typically the largest loan a person has, or ever will have. This means that the rate you pay on your loan matters. While mortgage rates have risen slightly, … Continue reading
Posted in Personal Finance, Planning Strategies
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, Mortgage, Mortgage Refinance, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Refinance
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Retirement Plan and IRA Rollovers
The following video is from the IRS. Did you know that you can move funds from your Individual Retirement Arrangement and retirement plan to another IRA or plan? There are two ways to do so: you can have the funds … Continue reading
Posted in IRS, Retirement, Tax Tips
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Retirement Rollovers, Rollovers
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Financial Rules for Living Together
For many, getting married is just a part of life. But the percentage of those that choose to simply live together and forgo the formality of marriage is on the rise. If you are one of those who prefer simply … Continue reading
Posted in IRS, Personal Finance, Planning Strategies
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, Living Together, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Unmarried Couples
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Cozby & Company, LLC - Certified Public Accountants 