Jeff Cooper Tax Services

Below is an overview of the services and solutions Jeff Cooper Tax Services provides. At Jeff Cooper Tax Services, we have been serving the tax community for 30 years.

While you are reviewing our services, if you have a question related to any of our services, don't hesitate to call us at 352-394-7438 or send us an
e-mail at CustomerService@jcoopertax.com.

Tax Preparation

Get the best personal attention tax preparation.  Jeff will visit your home or business and get all the necessary information.  This will insure that nothing is forgotten and no excuses of “I left it home” or thinking “I should have brought that paper”.

Tax Consulting

Once your tax return is completed, Jeff will return to your home or business and review the return with you.  You will then be treated to suggestions not only to minimize your current year taxes, but also how to maximize your deductions and credits.  This personal service includes free contact for the rest of the calendar year.  If you have a question, you can call and I will help you with your tax question.

Investment Strategies

As an added bonus, Jeff will assist you in preparing an investment strategy spreadsheet to help you determine if your investments meet your goals.  You will also receive a tried and true investment rule of thumb to protect what you have now.

Business Management

If you are starting a new business or analyzing where you are right now, Jeff can help you with your business plan.  His experience as a CFO and the time he spent with the University Of Central Florida Small Business Development Center will give you the assistance and guidance for starting the business that you always wanted or working on greater successes.  From proformas, to type of business ownership, to finding financing, Jeff will help you every step of the way.

Estate Planning

Who doesn’t think about the future?  Estate planning is not just for after you die, but includes your retirement years as well.  Jeff will not sell you any products but he will help you design a retirement program and an estate plan to satisfy your financial and family needs.  He will walk you through the different investments explaining the pluses and minuses from your perspective and not from a sales agent’s perspective.  This valuable assistance will help give you the peace of mind that you deserve.