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We are CPAs on the South Shore and Cape Cod specializing in homeowners’ associations, condominium trusts, real estate, and outsourced financial consulting for mid-sized companies.
The managing partner of the firm, Heather L. Cozby, CPA, 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.
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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 508-830-0099

Services/Products
TAX PLANNING and PREPARATION - We offer professional preparation of all federal, state, and local tax returns. We also offer comprehensive business tax planning and preparation services. AUDIT & ACCOUNTING SERVICES - We offer audit, review & compilation services; management advisory services; bookkeeping; and accounting services. Our 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.
Payment method
check, paypal
Location
We are located in the same building as Trifletti & Costa.
Accreditation

Plymouth Sunrise Rotary Club

Other Link

Business Website

Categories
Bookkeeping, Accountants-Certified Public, Accounting Services, Financial Services, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives
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