At Cook Martin Poulson, we pride ourselves on identifying strategies to maximize your income and net worth. Whether you are an individual or family looking to minimize your tax liability, a real estate investor in need of the most current IRS-approved cost segregation study, or a businessman looking for ways to defer greater amounts of money for your retirement through cross-tested 401(k) profit-sharing plans, we can help.
Our services include:
- Advanced tax planning & preparation
- We do complete tax planning and preparation for individuals, estates, and businesses of all sizes and types. Don't pay more than you have to. Let us help minimize your tax liabilities.
- Estate & Financial Planning
- Don't wait until it is too late. Plan your estate and business succession now. We can show you how to maximize your investment and minimize the impact on your successors.
- Retirement Plan Design & Administration
- Let us help you with your business retirement accounts and profit sharing. We can set up and help maintain the most beneficial arrangement for you and your employees.
- Financial Statements & Attest Functions
- From complete audits to simple financial statements, we do it all, and we do it right.
- Cost Segregation
- Real Estate investors have many special tax considerations. You manage the properties, let us manage the taxes.
- Technical Consulting
- Need help with the IRS? We got you covered. We are your business partner, from organization to liquidation, and everything in between.
- Traditional Accounting Services
- Don't forget the daily services. We can take care of your payroll, set up your accounting systems, handle the bookkeeping, and more. Just ask.
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