Clear answers before the first conversation.

Cove works with business owners, families, individuals with complex tax situations, real estate investors and professionals who value proactive coordination.

Cove Accounting has offices in New York City and Boca Raton, Florida, and serves clients across all 50 states through secure digital workflows. Our client base concentrates in business owners, real-estate investors and families with complex tax situations.

No. Cove Accounting is not a CPA firm and does not provide attest services. Tax preparation is performed under IRS EFIN and PTIN authority. For services that require CPA sign-off, we coordinate with independent CPAs on a case-by-case basis.

Tax and accounting services do not replace legal counsel or investment advice. Cove can coordinate relevant information with your attorney, financial professional and other advisors with your permission.

Tax preparation reports and files what already occurred. Tax planning evaluates choices before relevant deadlines so there is time to act when appropriate.

Yes. Cove offers year-round planning relationships when the client’s needs and the agreed scope call for ongoing projections, reviews and coordination.

Cove Accounting is an IRS-authorized e-file provider with preparers who hold current federal preparer identification numbers. We do not perform audits, reviews or attest services. When an engagement requires those services, we coordinate with an appropriately qualified outside firm.

Yes. Cove can coordinate day-to-day bookkeeping with monthly reporting, tax preparation and planning so the same financial information supports each conversation.

Business advisory can include entity-selection coordination, budgeting, forecasting, profitability review and decision support. The exact work is defined in the engagement agreement.

Cove can help coordinate payroll setup, reporting, owner compensation questions and year-end review when those services are included in the engagement.

Cove Accounting handles tax preparation, tax planning, bookkeeping, payroll and business advisory. Cove Financial is a separate company that provides financial planning and investment services. The two coordinate for shared clients under separate scopes.

We discuss what is changing, what feels unclear and what you want to accomplish. If there is a potential fit, Cove will identify the information needed to define the next step and scope.

Start with a brief, non-sensitive description of your needs. Cove will tell you which records are useful after the scope is better understood.

Use the Cove client portal or another secure method approved by the firm. Do not send sensitive tax, identity or financial documents through ordinary email or chat.

Cove uses professional platforms including Canopy, Microsoft 365, QuickBooks Online, ProConnect Tax, Intuit Tax Advisor, Maximize My Social Security and ADP for different parts of the client experience.

No. A client relationship begins only after mutual acceptance and a signed engagement agreement defining the services and responsibilities.

Fees depend on complexity, scope, timing and the level of ongoing support. Cove discusses the proposed scope and fee structure before an engagement begins.