Our Services

Our Services

Services We Offer

Cozzette Accounting Co. serves Sarasota and Manatee counties offering complete accounting and tax services to individuals and small businesses.  We have been serving the Sarasota & Lakewood Ranch area for over 18 years and are dedicated to providing our clients with the highest quality of service possible.

Personal Tax Preparation

Your tax return is an extremely important filing and should be done correctly, not quickly. We take pride in every tax return that we prepare. We will take the time to explain the return to you, answer any questions that you might have, and help you plan for any tax consequences in the future.

Cozzette Accounting offers complete tax services for all of your needs!

Business Tax Preparation

Small business owners are required to keep track of many things, the foremost being the latest tax laws that apply to their business.  Our experienced team of tax experts provide reliable & cost-effective small business tax preparation services.

Business Formation

A business formation service is a professional service that helps businesses get started. The service can help with the paperwork and legalities involved in starting a business, including incorporating the business, obtaining licenses and permits, and opening a bank account. A business formation service can also provide advice on what type of business structure is best for the company and how to comply with state and federal laws.

IRS Representation

Have you received communication from the IRS?
Do you owe them taxes but cannot pay them?
Are you delinquent in filing tax statements?
Let us help you with any issue that you might have with the IRS. We can represent you if you are being audited. We will guide you through the process and provide advice about your options. We can help you if you are unable to pay your tax liability.

Believe it or not YOU DO HAVE RIGHTS!

Tax Planning Services

Before making an important Tax Planning decision related to personal or business taxes, consult the tax experts at Cozzette Accounting.  We will help you consider and plan for tax implications in the most strategic way possible. Using advanced Tax Preparation software that directly integrates into our client’s bookkeeping platforms, our expert Tax Team is able to provide customized advice based on each unique situation and scenario. Our Tax Team conducts regular tax planning sessions with our clients, so that we are able to proactively plan throughout the course of the year! 

Still Have Questions About Our Services?

How We Work

WE ARE AN ENROLLED AGENT

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

How can an Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents' expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

What are the differences between Enrolled Agents and other tax professionals?

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).

Our Clients Reviews

Dave has been handling our personal and biz taxes for years. Very efficient and knowledgeable. And easy to get a hold of. Taxes suck. Dave makes them suck a little less.

    Richard K.

    My family has used Dave's services for years now. Very nice, honest, and helpful at tax time! I see him every year!

      Alice Davis

      WOW! Dave was recommended by someone I trust and boy were they right. The accuracy is excellent and the fees are incredibly reasonable. Dave will be my new go-to every year.

        Nicholas McKenzie

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        Are you tired of juggling multiple accounts and drowning in a sea of paperwork? Look no further! In today’s fast-paced business world, streamlined account management is the secret weapon that can take your company to new heights. Say goodbye to chaos and hello to efficiency as we dive into how simplified account management can revolutionize your business. Whether you’re a small startup or an established enterprise, this blog post will uncover the game-changing benefits of adopting an organized approach for managing your accounts. So grab a coffee, sit back, and let us show you how simplifying your account management can unlock hidden potential and pave the way for unprecedented success!

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        Cozette Accounting

        Tax Filing Extensions for New Clients

        Due to the high number of Tax Returns we are processing at this time, all new clients will file for an extension and schedule appointments to meet beginning May 6th.  

        Cozette Accounting

        Closed
        Aug 28th-Sept 5th

        Our office will be closed from August 28th through September 4th.

        We will re-open on September 5th