Cozart & Edwards
Accountant
Why pick this one
Cozart & Edwards combines tax planning with wealth management from its Creedmoor offices, with CPAs and a CFP® on its team.
Best for
- small business tax planning and consulting
- retirement investing and distribution planning
- clients needing tax planning integrated with wealth management
- estate conservation planning
- risk management and life insurance analysis
- college savings planning
Specialties
- tax planning
- small business consulting
- retirement investing and distribution strategies
- estate conservation planning
- risk management analysis
- college savings planning
- life insurance analysis
Certifications
- Certified Public Accountant
- Certified Financial Planner®
- Avantax
What makes them different
- Kimberly S. Cozart is both a Certified Public Accountant and Certified Financial Planner®.
- Wayne Edwards is a Certified Public Accountant specializing in small business consulting and tax planning.
- The firm combines tax planning services with wealth management strategies.
- The firm uses a team approach involving professionals with diverse backgrounds, education, and experience.
- The firm operates from offices in Creedmoor.
- Response time
- They state that they will get back to inquiries quickly with a thoughtful answer.
- Serves
- Creedmoor
Distilled from this business's own website.
Contact & Location
- Address
- 102 S Main St, Creedmoor, NC 27522
- Phone
- +19195284775
- Website
- http://www.cozartandedwards.com/
- tax@cozartandedwards.com
Services
- tax planning
- financial planning
- investment planning
- retirement planning
- estate planning
- risk management planning
- small business consulting