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.
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.
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.
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.
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.