Cooley CPA PC

Accounting firm in Bedford, TX (show on map)

5.0

★★★★★

3 reviews

Cooley, CPA, PC offers comprehensive accounting, auditing, taxation, and management advisory services with a focus on professionalism, responsiveness, and quality.

Call (817) 268-2201

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About

Cooley, CPA, PC is a professional accounting firm known for its high standards, responsive service, and specialized staff. The firm serves clients in accounting, auditing, taxation, and management advisory services, offering personalized attention and expertise across a broad spectrum of financial needs including personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, payroll, part-time CFO services, audits, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, tax preparation, tax planning, tax problem resolution, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, offer in compromise, IRS payment plan, bankruptcy, innocent spouse relief, and retrieval of IRS files.

The firm emphasizes professionalism, responsiveness, and quality, ensuring clients receive insightful advice to make informed financial decisions.

Professionalism

Responsiveness

Quality

Specialized Staff

Comprehensive Service Range

Services

Personal Financial Planning

One-on-one guidance and comprehensive financial plan to manage risk, improve performance, and ensure growth and longevity of personal wealth.

Retirement planning College savings planning Disability protection Investment goal achievement Legacy planning

Estate Planning

Comprehensive estate planning services to define goals, organize teams, evaluate options, prepare documents, decrease probate issues, lessen taxes, manage incapacity, and transfer assets as desired.

Will and trust preparation Tax planning Probate avoidance Incapacity management Legacy planning

Elder Care

Professional elder care services to assist with daily financial tasks, budgeting, bill payment, checkbook balancing, investment management, retirement planning, document organization, and more, ensuring the well-being of elderly family members.

Bill review and payment Budgeting and record keeping Check writing and balancing Income and expense analysis Personal and financial document organization Retirement income planning Asset and investment management Legal and financial rights protection Referrals to local services

Small Business Accounting

Comprehensive accounting services for small businesses including bookkeeping, financial reporting, tax compliance, and strategic financial advice.

Bookkeeping Financial reporting Tax compliance Strategic financial planning

QuickBooks Services

Expert QuickBooks setup, training, support, and optimization services to enhance business efficiency and accuracy.

QuickBooks setup QuickBooks training QuickAnswers support QuickTuneup maintenance Buy QuickBooks and Save promotions

Payroll Services

Professional payroll processing, tax compliance, and employee benefits administration to ensure accurate and timely payroll operations.

Payroll processing Tax compliance Employee benefits administration

Credentials & Certifications

CPA

Since 1975

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the purpose of estate planning? +

Estate planning helps define goals, organize teams, evaluate options, prepare documents, decrease probate issues, lessen taxes, manage incapacity, and transfer assets as desired.

How does personal financial planning benefit me? +

Personal financial planning provides one-on-one guidance and a comprehensive financial plan to manage risk, improve performance, and ensure the growth and longevity of personal wealth.

What services does Cooley, CPA, PC offer for small businesses? +

Cooley, CPA, PC offers small business accounting, QuickBooks services, payroll services, part-time CFO services, audits, reviews, compilations, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, and internal controls.

What are the key features of QuickBooks services? +

QuickBooks services include setup, training, QuickAnswers support, QuickTuneup maintenance, and cost-effective purchasing of QuickBooks software.

How does elder care service assist elderly family members? +

Elder care services assist with daily financial tasks, budgeting, bill payment, checkbook balancing, investment management, retirement planning, document organization, and more, ensuring the well-being of elderly family members.

What is the role of a part-time CFO? +

A part-time CFO provides strategic financial leadership and advisory services on a part-time basis to support small to mid-sized businesses with planning, analysis, budgeting, and investment recommendations.