We use a planning-based approach that goes well beyond simply preparing your tax returns. Our Tax Planners leverage the financial planning expertise of Private Wealth Advisors at our sister company, Cogent Independent Advisors, as well as expert CPA's, EA's, and estate planning attorneys from around the country, to ensure you're making smart - no, cogent - tax decisions with respect to your entire wealth picture. Planning and tax prep together - that's Cogent.
Cogent Tax Strategies services clients of Cogent Independent Advisors and select others by invitation only.
We look at your entire financial picture to uncover cogent strategies to help you keep more of what you've earned and pass it onto future generations in the most efficient way possible. Our Tax Planners bring together experts from the fields of tax, estate planning, and financial planning to create your cogent tax strategy.
Tax Return Preparation
Cogent Tax Strategies facilitates tax return preparation using a proprietary nationwide network of CPA's and EA's who expertly prepare your returns. This allows us to get your returns in front of the tax preparer with the right expertise for your unique situation. You're no longer limited to the strengths and weaknesses of the tax preparer in your Town. We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents.
Tax Planning Strategies
Reduce taxation and support what's important to you using charitable giving strategies such as planned giving, Donor Advised Funds, and Charitable Remainder Trusts*.
*Trusts are drafted by licensed attorneys, not by Cogent Tax Strategies.