WELCOME TO COOKSEY FINANCIAL SERVICES:
Your Partner in Tax Preparation!!!
Cooksey Financial Services is a tax preparation company that specializes in processing income taxes for various groups, including individuals, married couples, small business owners, and Corporations. We understand that tax season can be a stressful time, which is why we are here to help ease the burden. At Cooksey Financial Services, we prioritize attention to detail when reviewing your situation and preparing your taxes. You can relax in the comfort of your own home while we handle the process virtually. Let us help you secure the maximum refund and make tax season stress-free! We are an IRS Authorized
E-File Provider with the IRS and a CTEC Registered Preparer with the State of California!
OUR MISSION & GOALS:
Our Mission:
Our mission is to provide our clients with exceptional tax preparation services while ensuring accuracy and compliance with all tax laws and regulations. We strive to make the tax filing process as stress-free as possible, by offering personalized attention and guidance to each of our clients. We believe that by staying up-to-date with the latest tax laws and regulations, we can help our clients save money and maximize their returns. Our goal is to build long-lasting relationships with our clients and provide them with the peace of mind that their tax needs are being taken care of in a professional and efficient manner.
Our Vision:
Our tax company's vision is to provide exceptional tax services to our clients. We aim to simplify the tax process and ensure that our clients are able to maximize their tax savings while remaining compliant with all applicable laws and regulations. We strive to build long-term relationships with our clients by providing personalized and reliable service that meets their specific needs. Our goal is to become a trusted partner to our clients and help them achieve their financial objectives and tax planning!
GOAL: To provide OUR CLIENTS with innovative and effective solutions!
SAME DAY
CASH ADVANCE
GET UP TO $7,000 SAME DAY CASH ADVANCE
BEGINNING JANUARY 2ND, 2024 WHEN YOU FILE
YOUR TAX RETURN WITH US!
***Cash Advances Are Solely Based on the Banks Approval
& Are Not Available After March 17th***
OUR SERVICES:
TAX RESOLUTION
under construction, coming soon...
INQUIRE HERE
JOIN THE TEAM!
under construction, coming soon...
JOIN HERE!
Taxes To-Go App:
Our cloud-based tax software comes with
your very own free Mobile App, with your logo!
Your clients can upload their tax information without leaving their home!
Get it on the
App Store
Get it on
Google Play
TAX -PREP PRICING TRANSPARENCY:
*Please read carefully before starting the filing process with our company*
Individual / Personal:
$250
Starting Price
Individual Filer: $250
Married Filers: $350
***this price includes up to (3) W2's***
***each additional W2 = $15***
Cash Advance Up to $7,000 Available
File Now, Pay Later Option Available
Self-Employed / Small Business:
$450
Starting Price
Individual Filer: $450
Married Filers: $550
***this price includes up to (1) Schedule C***
***each additional Schedule C = $75***
Cash Advance Up to $7,000 Available
File Now, Pay Later Option Available
Corporation / Partnerships:
$950
Starting Price
Individual Filer: $950
Married Filers: $1150
***this price includes up to (1) Corporate Return***
***each additional corporate return = $150***
File Now, Pay Later NOT Available
*Profit & Loss Statement / Receipts For Business Returns are REQUIRED to file!*
*Your actual tax preparation costs may differ from the base price*
$250 is our base price to prepare an individual tax return. However, there are some instances on why your tax preparation costs may increase:
- The fees listed above are your tax preparation fees, if you pay for your tax prep fees upfront!
- If you choose to have your tax preparation fees taken out of your tax refund, there are banking fees of $91 in addition to your tax prep fees above!
- If you obtain a cash advance, there are additional bank charges, in addition to both of the above listed fees and depend on the approval amount!
Please note: cash advances and the approval amounts are solely based on the approval from the bank, not the tax preparer!
- If you are a self-employed individual or business owner and don’t have your receipts/business income in order, there will be a book-keeping charge and/or reconstruction of records fee added to your tax prep fees, if our company has to help assist with the process!
"The hardest thing to
understand in the world is
the income tax."
- Albert Einstein
We'd love to work with you! Call us now.
Copyright © 2022 Cooksey Financial - All Rights Reserved.
MAILING address:
11875 Pigeon Pass Road Suite B13 #1049
Moreno Valley, CA 92557
Phone:
(951) 418-7774
Email:
L-cooksey@cookseyfinancialservices.com
SOCIAL
MEDIA:
@cookseyfinancialservices
