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Tax Services

We offer the following service categories to all of our individual clients:

Taxes are critically important to all of our clients. Through continuing professional education the professionals at Cone & Associates CPAs are knowledgeable of federal, state and local changing tax laws so that we can give sound advice for planning to minimize your tax burden, while following the law and upholding the highest professional standards.

Tax services provided by Cone & Associate include:

  • Comprehensive tax planning

  • Income tax projections

  • Tax research and innovative solutions to challenging tax problems

  • Year-round advice on specific transactions

  • Preparation and review of income tax returns

  • Representation during Internal Revenue Service examinations

  • Preparation and filing of formal protests regarding proposed tax deficiencies

  • Representation before Internal Revenue Service Appeals


Proper estate planning is not just for the wealthy. The estate planning process can benefit almost everyone because it includes financial, tax, medical, retirement and business succession planning. Planning for these areas can ensure that you preserve your estate and protect your family’s financial future. We can work with your attorney to see that you have a will which carries out your desires while taking full advantage of current tax laws.


Cone & Associates CPAs can provide the following estate and gift tax services:

  • Review of wills

  • Independent valuation of closely held businesses

  • Preparation and review of estate and gift tax returns

  • Preparation of fiduciary income tax returns

  • Representation before the Internal Revenue Service during examination procedures

  • Provide analysis and recommendations regarding the use of trusts

Financial Statements

Cone & Associates CPAs keep pace with the rapidly changing accounting standards to ensure that all financial statements are presented in accordance with generally accepted accounting principles. With our many years of experience in preparing and attesting to financial statements in a vast array of situations, we are ideally suited to help you prepare yours. 

Today It is extremely important for you to monitor your total personal financial plan to be sure that you are protected and guided in a comprehensive way.  A certified public accountant is an important part of your planning team, and the professionals at Cone & Associates CPAs are here to provide critical personal financial planning.


Our tax professionals provide consulting services that include: wage garnishment and bank levies, tax liens, penalties and interest, negotiating fair payments on your behalf, settling tax debt, offer in compromise and more. If you are experiencing the stressful impact of a adverse tax situation, let us help. We have the knowledge and skill to help you through it.

We have the experience and expertise in areas of forensic accounting, fraud examination, loss of earnings, bankruptcy, civil litigation, expert witness, dispute resolutions and economic damage calculation. Financial and tax implications are almost always a consideration when resolving legal disputes. Our professionals can work with your attorney in analyzing and summarizing the financial and tax aspects of your case.


We work closely with individuals to prepare business plans, projections, and financial statements that may be required.  There are three ways we help you secure a loan: 

  1. Articulate the purpose of the loan to meet lender qualifications

  2. Quantify your current financial condition

  3. Present the financial information to improve the chances a bank will approve a loan request

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