Cobb Certified Public Accounting - Tracy Cobb

read moreCobb have helped with management, leadership, and tax questions, and I'm not sure where we would be without them. I feel confident having them on my side and they go above and beyond the normal duties of a CPA. I use them to consult about financial decisions within my business, just like if I had a CFO. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential.

read moreHaving accurate accounting records is the foundation for running a healthy, profitable business. We'll take care of your monthly accounting needs and have monthly meetings with you and your team to discuss your numbers and make adjustments. Tax planning isn't getting together in December to talk about what's happened that year and what you'll owe. We have ongoing tax planning discussions with you throughout the year to talk about things you might be doing and how that will affect your tax liabilities.

read moreYou have a small to medium-sized business and need personal financial planning. Maybe you're depending on funding your retirement with the sale of your business, but not sure if you should also have investments. Perhaps you're unsure about managing succession. Bob has over eighteen years of experience in wealth management and estate planning. He employs a consultative and collaborative approach which seeks to greatly enhance the client's experience based upon the idea that wealth management and estate planning are processes which require a true partnership between the advisor and client to optimize results.