Broker Check
COZART & EDWARDS, PA
102 N MAIN STREET
PO BOX 990
CREEDMOOR, NC 27522
919-528-4775

We will remain open for business Monday through Thursday from 8am to 5pm and continue to process tax returns as usual.  However, in light of recommendations from NCDHHS and CDC, we are asking that if you are feeling unwell or experiencing symptoms such as fever, cough and/or shortness of breath, please avoid coming into the office, even to deliver or pick up documents. Please avoid coming into our office for the safety of others if you are confirmed to have COVID-19 or have a family member at home that is confirmed to have COVID-19.  We have secure online options to send and receive documents to help limit contact during this time.  Our staff is happy to assist with this process.  To better function with our current environment, we ask that all client’s dropping off paperwork utilize our drop box.  For items too large to fit through the drop box slot, please use the basket located inside to right as soon as you open the door.  Please contact us with any questions.
 

Business Consulting Services

Tax Planning

At Cozart & Edwards, 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 unique situations. 

Cash Flow and Budgeting Analysis

Good cash and debt management can improve a company’s liquidity, reduce costs, and increase profitability. Cozart & Edwards can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This plan would be revisited if and when there are any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

QuickBooks ProAdvisor

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software; we help you use it more efficiently and more effectively. As Certified QuickBooks ProAdvisors, we can work with you to ensure that you are getting the most out of your QuickBooks accounting software.

The Cozart & Edwards team offers the following solutions to help meet your QuickBooks needs:

  • Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

  • Installation

We install QuickBooks on your computer or in a network environment, in either single- or multi-user mode.

  • Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

  • Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

  • Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Cozart & Edwards combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

New Business Advisor

Cozart & Edwards will work with new and developing businesses to help simplify business formation and entity selection. Our team will take the time to learn more about your business plans so we can recommend the right entity type for tax purposes. We’ll explain the advantages and disadvantages of each type of business entity so you can be confident that your choice not only suits your business needs now, but that it will also minimize future tax liability during your profitable years.

Debt Restructuring

Whether your needs are corporate or personal, Cozart & Edwards professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.