Back to top

Services

 

Jeffrey Lane Cooper, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Jeffrey Lane Cooper, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Service List

Jeffrey Lane Cooper, CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jeffrey Lane Cooper, CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Request information about Financial-and-Retirement-Planning below

At Jeffrey Lane Cooper, CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Request information about Tax-Planning-and-Return-Preparation-Services below

Jeffrey Lane Cooper, CPA's financial statement services comprise two levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Request information about Reviews-and-Compilation below

Jeffrey Lane Cooper, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Request information about Payroll-Services below

The range of needs for valuing businesses continues to widen, and Jeffrey Lane Cooper, CPA can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Request information about Business-Valuation below

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Jeffrey Lane Cooper, CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Request information about Bookkeeping below

Information Request for Services Listed Above