Our solutions are flexible and cater to varying levels of support—from tax preparation and advice for individuals, to integrated tax planning and bookkeeping services for small businesses (including all-in-one reporting, analysis, & forecasting)
We provide updated tax strategies and tax projections for both your Business & Personal tax returns, resulting in accurate and compliant tax filing with maximum savings and zero surprises at year end:
Preparation of Form 1120S, 1065, 1040 and state returns
Customized Tax Strategies & Advice
Updated Tax Projections (Business & Personal)
Estimated Payment Coupons & Schedule
We ensure that the financial records of your small business are organized and optimized for maximum tax savings through a seamless integration between our tax services and your bookkeeping needs:
Standard Bookkeeping (Tier 1): transaction recording/coding, bank statement reconciliation, financial statement reporting, and annual reports for tax prep
Financial Management (Tier 2): Full-service option that includes everything in Tier 1 plus management of invoices, payables, bill payments, and all-in-one reporting, analysis, and forecasting
Additional services available upon request
Coy Tax Solutions, led by Jeff Coy—an Enrolled Agent (EA)—is a multi-generational family business committed to maximizing tax reductions and net profits for small businesses and individuals by integrating proactive tax planning with meticulous bookkeeping.
What is an Enrolled Agent? An Enrolled Agent (EA) is a federally-authorized tax professional granted authority by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS) in all 50 states. Holding the same unlimited practice rights as attorneys and Certified Public Accountants (CPAs), EAs can represent clients in any tax matter before the IRS, including audits, collections, and appeals.
Our tax services go far beyond simply preparing and filing returns. We focus on strategies that generate real, long-term tax savings—not just delaying taxes, but reducing your overall tax burden over time. Additionally, our bookkeeping goes beyond basic record-keeping; we provide all-in-one reporting, in-depth analysis, and insightful forecasting to empower smarter financial decisions.


