Cowen Tax Advisory Group
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About
Since 1978, Cowen Tax Advisory Group has been a trusted financial planning company located in West Hartford, CT, providing a comprehensive suite of services. With over 130 years of combined experience, the team offers personalized retirement planning, investment management, tax preparation, and Medicare planning. They are dedicated to maximizing clients' retirement income and minimizing taxes. Providing a holistic approach, they coordinate traditional financial products with Medicare and tax preparation. Their commitment to growing assets, reducing taxes, and simplifying the retirement process has made them an essential partner in financial planning for individuals and businesses in the area.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation
Individual Tax Preparation