COCKBURN CPA is a professional full-service accounting firm in Austin serving a widely diverse group of individuals and businesses. A vast array of services is tailored to the needs of each client. All client matters are handled with the strictest confidentiality and in the highest ethical standards. The aim is to assure that every client received the close analysis and attention they deserve.
INCOME TAX SERVICES
Our firm works to ensure our clients are in full compliance with all of their Federal and State filing obligations. We guide clients through a full range of tax planning scenarios with strategies that minimize tax liabilities, maximize cash flow, and maintain financial goals
Our services include, but are not limited to:
Inividuals
Corporations
Partnerships
Limited Liability Companys (LLCs)
Non-Profit Organizations
Trusts & Estates
Retrement Plans
Amended & Past Due Returns
INDIVIDUAL
BUSINESS SERVICES
Business Formation & Restructuring
Your business entity type has a large impact on your taxes and other liabilities and with our knowledge and expertise, you can feel confident that your structure is the most advantageous form for yourself and the function of your business.
From inception to growth and development, we can advise you on the formation and restructuring strategies that are in-line with your financials goals
Mergers, Acquisitions & Sales
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, we can provide professional advice to help you successfully structure and negotiate the deal.
Our careful analysis and due diligence can assist in pinpointing the most favorable tax structures, evaluating financial and cash flow impact, and assessing compatible business functions and tactics
INDIVIDUAL SERVICES
Financial & Retirement Planning
Our goal is to help you reach your financial goals while maintaining your 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 planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
We offer a comprehensive analysis of your entire financial outlook to ensure that your financial goals are being met. Our one-on-one approach ensures that your goals are carefully analyzed and that your entire financial picture is being maximized to your benfit.
Estate, Gift & Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. We will help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize tax liabilities. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.