Empowering Agency Owners with Proactive Tax Strategies

Craig Cody & Company, Inc. provides expert tax planning and accounting solutions designed to help clients keep more of their earnings, avoid potential financial pitfalls, and secure their financial future. This company specializes in assisting agency owners and business leaders navigate the complexities of tax strategy and financial management. The firm’s Certified Tax Coach™ status signifies a commitment to advanced tax planning techniques through rigorous training and ongoing education.

Comprehensive Tax Planning Services

The firm’s mission is to help clients retain more revenue, reduce their tax burden, and achieve sustainable growth. This group offers more than traditional tax services; their comprehensive offerings include proactive tax planning and tailored off-site CFO services. These services provide the insights and daily financial guidance needed for informed business decisions.

Specialized Services Offered

Craig Cody & Company, Inc. offers small business accounting services, handling bookkeeping so clients can focus on their businesses. They also provide CFO services at a fraction of the cost of a full-time CFO. The firm offers three levels of strategic tax plans designed to minimize taxes, with projected annual savings ranging from $3,000 to over $250,000 depending on the plan. Tax preparation services identify potential deductions to limit tax liability.

Expertise in Estate and Trust Tax Preparation

This company also offers estate planning services to help clients navigate the complexities of estate planning, including legal and financial considerations. The firm addresses concerns about inheritance, taxes, and probate court procedures, offering discussions, recommendations, and research tools to simplify the process. They emphasize a collaborative approach, assisting clients throughout the entire process.

A Dedicated and Collaborative Team

Craig Cody & Company, Inc. is passionate about supporting agency owners, understanding their unique challenges, and creating personalized solutions. The team’s decades of experience and efficient approach ensure clients receive the financial clarity needed to focus on business growth. They offer implementation services to ensure clients receive all entitled deductions, and fixed-price maintenance plans including tax preparation, ongoing support, and business analysis.