Cozby & Company

Plymouth, MA  All United States companies → — Founded 2012
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About Cozby & Company

Cozby & Company is a Certified Public Accounting (CPA) firm, not a healthcare AI company. They offer a comprehensive range of accounting, tax, and business consultation services to individuals, businesses, nonprofits, and condominium associations. Their services include audit, review, and compilation services, management advisory services, bookkeeping, and various accounting services.

For physicians and other medical professionals, Cozby & Company can provide expertise in tax planning and preparation, ensuring compliance with federal, state, and local tax laws. They also offer business consulting services designed to improve operations, increase efficiency, and plan for growth, which could be beneficial for medical practices. Their approach emphasizes educating clients and utilizing cutting-edge technology, including a paperless tax practice, to ensure security and efficiency.

Focus Areas

accounting tax preparation tax planning audit bookkeeping business consulting nonprofit accounting condominium association accounting

What Physicians Need to Know

Accounting Services
Cozby & Company offers a broad range of accounting services, including assistance with software selection, installation, training, and overseeing record-keeping on a monthly, quarterly, or annual basis. They also help implement necessary changes as a company grows.
Tax Planning & Preparation
The firm provides professional preparation of all federal, state, and local tax returns. They aim to build long-term relationships and offer comprehensive tax planning and compliance services to minimize tax burdens year-round. This includes providing client copies of tax returns, calculating estimated tax payments with quarterly reminders, and sending year-end tax organizers and planning letters.
Audit, Review & Compilation Services
Cozby & Company specializes in producing financial statements for homeowners' associations, condominiums, rental real estate, nonprofits, and other small businesses.
Bookkeeping
They offer professional bookkeeping services in a cost-efficient and highly responsive manner, utilizing in-house resources and depth of knowledge.
Business Consulting
The firm provides a wide range of management advisory services for small to medium-sized businesses. These services are designed to improve operations, increase efficiency, plan for growth, and identify weaknesses at all stages of business development.
Nonprofit Accounting
Cozby & Company provides accounting and tax services for nonprofit organizations.
Condominium Association Accounting
They offer specialized accounting services for condominium associations, homeowners' associations, and rental real estate, recognizing their specific and complex financial and tax requirements.
Physician Tip

While Cozby & Company lists the 'medical industry' as one of their client types, their website does not provide specific details on services tailored for physicians or medical practices. However, their general accounting, tax planning, and business consulting services could be beneficial. Physicians could leverage their expertise in tax planning to minimize tax burdens, utilize bookkeeping services to manage practice finances efficiently, and engage in business consulting for practice growth and operational improvements. Their experience with complex financial requirements for specialized entities like condominium associations suggests an ability to handle intricate financial structures that might be present in medical practices. It would be advisable for physicians to directly inquire about their specific experience and offerings for the healthcare sector.

Cozby & Company assists clients with choosing and installing appropriate accounting software, and provides training in its usage. They specifically mention QuickBooks in the context of tracking association finances. This indicates a willingness to work with various accounting software and potentially integrate with systems commonly used by medical practices, though specific integrations are not detailed.

Products by Cozby & Company

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What the Web Says

Cozby & Company is an accounting firm specializing in financial statements, bookkeeping, and business consulting for small to medium-sized businesses, including homeowners' associations, condominiums, rental real estate, and non-profits. They also offer services related to QuickBooks, including software selection, installation, training, and implementing custom automations. While direct reviews for "Cozby & Company" are limited on the requested platforms, general information about their services and some indirect mentions are available.

Overall: Mixed

Strengths

  • Specializes in financial statements for various entities (HOAs, non-profits, small businesses).
  • Offers a wide range of business consulting services to improve operations and efficiency.
  • Provides professional and cost-efficient bookkeeping services.
  • Assists with QuickBooks software, including custom automations and training.
  • Offers insights on business shifts and scenario planning through QuickBooks.

Limitations

  • Limited direct reviews available on major platforms like G2, Glassdoor, Capterra, and Reddit.
  • Not a BBB Accredited Business, though it holds an A+ BBB rating.
  • Some platforms like Capterra have been criticized for their review authenticity and 'pay-to-play' models.

Based on reviews from: Capterra, Trustpilot, Quora, cozbycpa.com, BBB.org, G2.com

Last updated: 2026-10-28

Videos

News, demos, and interviews about Cozby & Company.

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Press & Coverage

cozbycpa.com
Healthcare FSA Reminder: Employees Can Contribute Up to $3,300 in 2025; Must Elect Every Year
The IRS reminds taxpayers that for the 2025 plan year, employees can contribute up to $3,300 to a Healthcare Flexible Spending Arrangement (FSA) through payroll deductions, with amounts not subject to federal income, Social Security, or Medicare taxes. If the plan allows, unused amounts can be carried over, with a maximum of $660 to 2025.
2024-12
cozbycpa.com
MA DOR Tax Law Changes and New Initiatives for Tax Year 2025
This video from Cozby & Company provides an update on Massachusetts Department of Revenue (DOR) tax law changes and new initiatives for tax year 2025, including legislative changes, updates to forms and schedules, and information on popular tax credits. It also covers new filing and withholding requirements for real estate sales over $1 million and the Motor Vehicle Insurers Annual Information Return (MVIAIR).
2026-01
cozbycpa.com
IRS Launches New Web Page to Streamline Tax Fraud and Scam Reporting
The IRS has launched a new webpage for taxpayers to confidentially report suspected tax fraud, scams, evasion, or other illegal tax activities, alongside internal improvements to enhance how referrals are used to stop illicit activities.
2026-09
cozbycpa.com
Other New and Expanded Tax Breaks for Small Businesses
The One Big Beautiful Bill Act (OBBBA) introduces and expands several tax breaks for small businesses, including special expensing rules for qualified sound recording productions, allowing up to $150,000 in costs to be expensed for productions commencing in tax years ending after July 4, 2025.
2025-12
cozbycpa.com
IRS.gov Resources and Disaster Tax Relief Information
The IRS provides information on IRS.gov for disaster survivors, including details on disaster-related filing extensions and tax relief, as hurricane season is underway and disasters can occur at any time.
2025-08
cozbycpa.com
IRS issues guidance on the additional first-year depreciation deduction amended as part of the OBBB
The Department of the Treasury and the IRS have issued Notice 2026-11, providing guidance on the permanent 100% additional first-year depreciation deduction for eligible depreciable property acquired after January 19, 2025, as part of the One, Big, Beautiful Bill (OBBB). The notice also includes guidance on qualified sound recording productions that may be eligible for this deduction and interim guidance on elections taxpayers can make.
2026-07
pitchbook.com
Cozby & Company, LLC Company Profile
Cozby & Company, LLC is an accounting firm based in Plymouth, MA, founded in 2012, offering accounting, audit, and tax services. The firm is listed as a competitor to other accounting firms in the Boston area.
2016
themanifest.com
Cozby & Company, LLC
Cozby & Company, LLC is an accounting company established in 2012 that specializes in accounting services.
2012

Frequently Asked Questions

Cozby & Company provides a comprehensive range of accounting, tax preparation and planning, audit, bookkeeping, and consulting services. They cater to individuals, businesses, nonprofits, and condominium associations, including those in the medical industry.
While Cozby & Company emphasizes staying current with security requirements and utilizing cutting-edge technology for a paperless tax practice, their website does not explicitly detail HIPAA compliance measures. However, specialized healthcare accounting firms typically ensure HIPAA compliance for patient data.
Cozby & Company offers comprehensive tax planning and preparation services, working with clients year-round to minimize their total tax burden. For healthcare entrepreneurs, understanding unique business aspects like multiple income streams and healthcare-specific expenses is crucial for optimizing tax planning and maximizing deductions.
Cozby & Company offers management advisory services designed to improve business operations, increase efficiency, plan for growth, and identify weaknesses for small to medium-sized businesses. This can include assistance with choosing and installing accounting software, training in its usage, and overseeing record-keeping.
Yes, Cozby & Company explicitly states they provide accounting, tax preparation and planning, audit, bookkeeping, and consulting services for nonprofit organizations and condominium associations. They highlight their unique expertise in accounting for homeowners' associations and condominiums due to their specific and complex financial and tax requirements.
Cozby & Company aims to provide exceptional expertise at a reasonable cost. While specific pricing structures are not detailed publicly, they offer personalized service and work to develop long-term relationships with clients. They also provide resources like year-end tax organizers and planning letters.
Cozby & Company, LLC was organized in August 2012, stemming from a separation of partners from a firm established in April 2006. Heather L. Cozby, CPA, is the managing partner and has over fourteen years of experience in public accounting. The firm serves clients throughout the South Shore and Cape Cod communities.

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