We provide a wide array of specialized advisory and strategic services for our clients.
Coopertax has advised on hundreds of small and medium-sized businesses since 2003.
Please download our Engagement Letter. If you have questions or concerns, feel free to send us an email or give us a call.
We use TaxWise Power Package from Wolters Kluwer, CCH Small Firm Services.
You can start by downloading our Taxpayer Organizer, and filling it out as completely as possible. Then email or fax it back to us.
Yes. We will send you a copy of your return to review and approve before we e-File it for you. After you have approved release of your tax return, and returned your IRS E-File Signature Authorization Form 8879 to us, we will e-File your return. If you wish to go entirely paperless, we can email you a PDF copy of the e-Filed return instead.
Yes. Both individuals and businesses can e-File their extensions. However, as with a paper extension, you must arrange to pay any amounts due with your extension.
Yes. Businesses can e-File not only their income tax returns, but also employment taxes (Forms 940, 941, and 944), information returns (Forms 945, 1096, 1099, 1098 and more), partnership returns (Form 1065), corporate returns (Forms 1120, 1120S and more), estate and trust returns (Form 1041), non-profit returns (Forms 990/990EZ, 990PF and more), and retirement plan returns (Form 5500/5500EZ with the Department of Labor).
We support the most widely-used Accounting applications in the US. From Quickbooks to Oracle Financials, we can provide solutions to your business function problems. We can streamline your accounting procedures and even develop customized add-on software to supplement the accounting system you are using.
Yes, we do. Our secured web-based (online) accounting software is open-source and being used by tens of thousands all over the world. Ranging from small to mid-sized companies, our users find this solution as very cost-effective.
Since the software is web-based, you can do your accounting and bookkeeping from anywhere in the world. The interface is so user-friendly that the learning curve is very short. Everything is encrypted that is why you are assured that your data and information are safe.
You can use our hosted solution, or we can implement the software on your own web server.
What we will do for you is conduct a comprehensive requirements review of your actual needs. Based on this review, we will recommend to you the best software solution.
We will not hard-sell our in-house software products. We do have a proprietary stand-alone software, Adversaria Financials . We also have a couple of open-source solutions. But purchasing our software is always just an option.
And when you have chosen the right software for you, we will be with you up to the point of implementation. We will not leave you “hanging in the air”.