For Your Protection

In-Office Visits

February 1, 2021
Send One Designated Person (if you can)
Your safety and that of my employees is my number one concern always. If you do not have a face mask, a new medical grade disposable mask will be provided. You may remove the mask while seated in your meeting with 6 ft. distance and plexi-glass dividers in place. We conduct contact-less temperature scan.

Portal, Mail or Drop-Off Encouraged

Tracie Gilley, Notary Public

A message from Tracie Gilley, Notary Public...

Greg has installed acrylic screen divider panels on countertops and desktops to provide a protective barrier shield for coughing, sneezing and droplets.

If you will get your documents to us through one of the methods listed here, we can limit your time and exposure in the office. And alternatively, avoid a trip to the office altogether.

Latest Technology in Fighting Airborne Bacteria Deployed
Cook & Co. Tax Advisors has adopted the latest technology in fighting airborne bacteria and viruses as I recently purchased and installed not one, but two Illuvia systems (Lobby & Tax Department) by Aerobiotix, a unique technology which utilizes ultraviolet energy to eliminate airborne pathogens. These are medical grade systems normally deployed in hospitals.

Our New Portal is Faster, More Secure & Provides Long-Term Storage
If you have been using our portal in the past, watch for an email with a link to re-register. If you would like to take advantage of the portal, call or email to request access. It's very user friendly. New features include; both spouses can have access to a joint account, business owners can change between personal and business (even multiple businesses) and you can add additional employees to the business and they won't have access to the business owner's personal files.

We Are Reserving the 9 am Time Slots For Those At Highest Risk

Greg Cook

If you are considered "high risk" for the Covid-19 virus due to pre-existing health conditions but want to schedule an in-office visit, please make your appointment at 9:00 am.

Together, we will all get through this difficult time. During the coming days I hope you understand that some of the adjustments we've had to cope with have diminished our ability to fully extend the hospitality we normally strive to project.

Handshakes and embraces are temporarily on hold. I was unable to get the chocolates this year that normally adorn all of the desks and counters. Attitudes about some of the precautions vary from person to person. Please just be aware that some people may have very real fears that we all can help alleviate, temporarily.

As always, we promise to make your visit to the tax office as safe and pleassant as we can.

Knowledge, Technology & Resources

6 Important Links

Our online appointment scheduler is fast, secure and easy. You can browse and select the appointment time that fits your busy schedule. Our interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. Documents in your Portal remain accessible for as long as you like. You're in control.

Tax Advice

More than Tax Preparers...

We are Tax Advisors

We prepare and file tax returns for businesses, non-profits, estates, trusts and individuals. We provide tax planning and assist with tax problems. We pride ourselves on being very efficient, affordable and of course, discrete. In the review process, our Electronic Return Originator checks the returns for input accuracy, data integrity and correctness. The data keyed by the agent is compared to the digital copies of the source documents used in preparation.

Our Document Management Specialist, places our digital copies of all your tax documents, notes and information we use in preparing your tax returns in our highly secure database storage system. These documents are archived and available should they ever be needed.

We can share these digital documents with you through our secure portal. If you are refinancing your home and your banker asks for copies of your W-2s, we can send them to you in a matter of minutes.

We will always return the original documents to you in one of our portfolio pouches. Scanning and maintaining these documents is one way that we go a step beyond just preparing tax returns for our clients.

Licensed by the U.S. Treasury Department

Enrolled Agents

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Amanda B. Nichols, ERO
Electronic Return Originator (ERO)

Amanda B. Nichols

Qualified to process & transmit e-filed returns. E-filing is the most accurate method to file returns. Electronically filed returns have fewer errors, which reduces a taxpayer's chance of receiving an IRS notice.

What Clients Are Saying

Retirement & Financial Planning

Tax Planning should be a Big Part of any Financial or Retirement Plan.

  • We
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The Entire Landscape Has Changed Post-TCJA - Especially When It Comes To Business Entity Choices.

What Is The Biggest Personal Expense You Will Incur In Your Lifetime?

Nothing in Life is Certain, but... Everyone knows the old saying, right?

Accounting & Payroll Dept.

We are dedicated to assisting our business clients.

Robert A. Mobley, MBA

At Cook and Company we are dedicated to assisting our business clients with accounting, bookkeeping and payroll issues. Robert A. Mobley works closely with many of the business clients we represent. We recommend QuickBooks software (when appropriate) and as an Intuit Affiliate are able to offer a discount on the software.

The objective of financial statements is to provide information about the financial position, performance and changes in financial position of an enterprise that is useful to a wide range of users in making economic decisions.

Mobley knows that financial statements should be understandable, relevant, reliable and comparable. Reported assets, liabilities, equity, income and expenses are directly related to an organization's financial position, and Robert can help ensure that the business is represented fairly.

Robert has assisted business clients with improving their relationships with their banker, attorney and insurance agent. You cannot quantify the value of your relationship with your CPA simply by evaluating the numbers or reviewing the bookkeeping or payroll functions. Your CPA can do so much more to help your business enterprise grow and prosper.

Robert A. Mobley, MBA

It's all about you, and how we can serve you better!