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.