You are more than numbers at our firm!
At our office, we are more than just bookkeepers and tax preparers. We often find ourselves helping clients cope with changes in life...good and bad. We get to see their sweet new tax exemptions when they have a baby. We celebrate when they purchase a new home. We help them navigate deductions for college education. When clients are looking for a job change or retirement, we help them make a financial plan. We are also there to help with the financial aspects before or after the death of a loved one. Life can be great but it can also sometimes be hard. We want to help our clients as they go through the financial ups and downs of this life. We don't just prepare taxes. We think our clients are much more than their tax returns and we treat them as such.
Charissa H Cotten, CPA, PA offers accounting, consulting and tax preparation services for a wide variety of clients. These services include:
- Tax return filing and tax planning for individuals
- Bookkeeping, payroll and financial statements for businesses and nonprofits
- Tax return filing and tax planning for all types of businesses and nonprofits
- QuickBooks consulting
- Business consulting and services
Our philosophy is a little different. We like to apply old fashioned values to a new era of technology and accounting. Since many of our clients have varying work schedules, our firm has flexible work hours. Therefore, we are available by appointment only. While we are not your average eight to five office, this flexible schedule allows us to have after hours and Saturday appointments when necessary. We are definitely not available 24/7 but we try to be able to meet our clients when they are able to do so- in person, via telephone, email or social media. We also use a secure portal to send and receive information for those clients who like to use technology. This helps to ease the burden of trips to bring documents and also allows us to prepare taxes for clients who are not local, even out of the country. So, whether your approach is the traditional in office appointment or the non-traditional internet office, we are here to customize your experience.
Annual participation in Continuing Professional Education courses keeps our firm on the leading edge of ever-changing tax laws and accounting methods. We keep up on the ever changing financial rules...so you don't have to.
Feel free to contact the office anytime. We are here to help.