Tax Planning & Preparation
At Cozby & Bruno, LLC, we offer professional preparation of all federal, state, and local tax returns. Our goal is to develop long-term relationships with our valued clients and to provide the highest level of expertise possible in a personalized manner.
We offer a full-range of tax planning and compliance services and will work with you year-round to minimize your total tax burden.
Our comprehensive personal tax planning and preparation service includes:
• Two client copies of tax returns (one professionally bound, one in .pdf format on CD)
• Overnight return delivery of tax returns and original documents
• Calculation of next year’s estimated taxes
• Estimated tax payment reminders mailed to you
• Year-end tax organizer sent in December to assist with easy tax document assembly
• Year-end tax planning letter highlighting tax law changes
We also offer comprehensive business tax planning and preparation services. Please call for more information.
Audit & Accounting Services
Audit, Review & Compilation Services
We specialize in producing financial statements for homeowners’ associations, condominium trusts, rental real estate, non profits, and other small businesses. Please contact us to obtain a proposal.
Management Advisory Services
We offer a wide range of business consulting services for small to medium-sized businesses, designed to improve business operations, increase efficiency, plan for growth, and identify weaknesses at all stages of business development.
Bookkeeping
We have the resources and depth of knowledge to offer you professional bookkeeping services in a cost-efficient and highly responsive manner.
Accounting Services
We offer a broad range of accounting services that provide you with up-to-date and accurate financial information. These services include, but are not limited to:
• Helping you choose appropriate software.
• Assisting in software installation.
• Training in software usage.
• Overseeing record keeping on a monthly, quarterly, or annual basis.
• Suggesting and implementing necessary changes as your company grows.
Let us design and implement accounting and tax solutions to fulfill your unique and changing needs.
Employment Law
Legal Triage
Cozby & Bruno, LLC is proud and excited to announce that it has formed a partnership with the law firm, Foley & Foley, PC, creating a very unique benefit and support network for our clients. The legal triage concierge program will allow our clients to better manage risk and avoid legal pitfalls within their workplace. Foley & Foley, PC is a local workplace and employment law resource with a national practice. Under this program, Foley & Foley will decipher workplace regulations so you can concentrate on your core business.
We firmly believe that the first decision made when an issue arises will make a difference between a good result and a disastrous one. We offer you this unique risk management program because we know, first hand, that businesses are confronting a unique number of challenges and a high level of pressure caused by the global, regional and local economies.
For a fixed monthly fee less than what most firms charge by the hour, your business can have unlimited telephone access to Foley & Foley’s seasoned lawyers to ensure that the best possible decisions are made.
- How well prepared are you if the Department of Labor knocks on your door to conduct a wage and hour audit?
- What is your exposure to a discrimination complaint filed with the Massachusetts Commission Against Discrimination?
- Are you in compliance with the rigid Independent Contractor Law in Massachusetts?
- Do you know how to effectively end the employment relationship with one of your employees?
- Do you know how to eliminate challenges when you are compelled to reduce the size of your workforce?
- Do you understand the employer mandates under the Massachusetts and national health care reform?
- Are you in compliance with the obligation to secure and protect personal data?
Foley & Foley knows the answers to these questions and many more. They also know that when a workplace issue arises, a rapid response is essential.
Every business is different – number of employees, frequency of issues and level of resources provides just a few examples. Foley & Foley will tailor the monthly fixed fee for this program to meet the needs of your particular business.
For more information, visit www.foleylawpractice.com and call Mike Foley at (508) 548-4888 to discuss this new program.
Payroll and Human Resource Management
Our clients need professionals to handle their payroll and human resources needs. Accordingly, we established an alliance with InsideOutsource, LLC that will allow our firm’s clients to save 10% or more over their current payroll provider; take advantage of InsideOutsource user- friendly and state-of-the-art technology; and experience first-hand timely, professional and personalized service.
Here are the services you can receive under this alliance:
Full range of payroll services – weekly, bi-monthly, monthly, and quarterly.
- Personal service
- Basic to enhanced payroll packages
- Direct deposit and payroll checks with earnings and deductions statements
- Pay card services
- Customized payroll reports and worksheets
- Tax payments electronically filed and paid
- Year end W-2s and 1099s and quarterly state and federal returns
- Year end reports including Form 940, W-3 and 1096
- Issue payments to third-party providers for 401(k), simple IRAs and insurance companies
- Process deductions and mandatory garnishments
- Process EFTPS payments for 941 federal returns
- Process state withholding returns
- Process state unemployment returns
- Process 940 federal unemployment deposits
- Handle tax inquiries on behalf of our clients
Human Resources Management
- Performance appraisal and organizational development
- Employment application and policy development
- On-call or in-person mentoring
- Time and attendance tracking
- Wage and hour audit assistance (DOL and Attorney General’s Office)
- Employee relations and training
- Workers’ Compensation audit assistance
Corporate Ombudsman
- Benefit from the informal dispute prevention and resolution processes offered by an ombudsman
- Improve organization performance, avoid costly formal actions, correct systemic problems and improve employee moral
- Dispute prevention and dispute resolution, conflict management and problem resolution
- Provide mechanism for confidential feedback on operating programs and business interests
Benefit Administration
- On-line 401(k) retirement plans
- Employee benefit statements
- FMLA forms and OSHA reporting
- Section 125 administration and COBRA notices
- 401(k) reporting and Form 5500 filing
- Workers’ compensation pay-as-you-go
InsideOutsource will tailor the monthly fixed fee for the services that you select, guaranteeing a 10% reduction in cost from your current service provider. For more information, visit their website and call Mike Foley at (508) 548-4888 .
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