Accounting & Tax
· Charlottesville, VA
Published in partnership with Cooley & Martin
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Cooley & Martin is a CPA firm in Charlottesville, VA specializing in accounting, bookkeeping, and tax planning for individuals and small businesses. The firm is known for personalized financial guidance, retirement planning, and estate planning services that help clients achieve financial peace of mind. With a 5-star rating and client testimonials praising their expertise in complex financial matters, they deliver tailored strategies designed to maximize savings and create clear paths toward financial stability.
Best for: Small business owners, Pre-retirees and retirees, High-net-worth individuals seeking estate planning, Individuals wanting comprehensive tax optimization
Service area: Charlottesville, Lynchburg, Harrisonburg, Staunton, Waynesboro, Fredericksburg, and surrounding areas in Virginia
Specialized Retirement Planning: The firm develops personalized retirement strategies that align with clients' goals and priorities, helping both those approaching retirement and those already retired create solid financial foundations.
Estate Planning Expertise: Cooley & Martin guides clients through complex estate planning processes to ensure smooth wealth transfer and asset protection for future generations.
Comprehensive Tax Planning & Savings Maximization: Their consulting services help clients navigate complex financial landscapes and maximize tax savings through informed decision-making and expert guidance.
“I presented Lewis with a thorny federal tax issue which he successfully resolved in my favor. I overlooked reporting a 1099 on my federal return and subsequently filed an amended return, which was rejected by IRS and they alleged more errors than that. I worked through one of the national tax preparers at first, but continued to get demands to pay. I finally went to Lewis. Over TWO YEARS he repeatedly got through to a person at IRS but to no avail, even though IRS had made a large obvious error in their calculation. Finally, he filed another amended return, which eventually cleared things up, saving me $2,500 in tax payments and interest. Lewis proved himself knowledgeable and patient. I've enjoyed working with him and recommend him to anyone.”
— Steve Pennock, Google Review
“I am a sole proprietor and have used Cooley & Martin for over a decade. They are a little on the pricey side but you get what you pay for. As a business owner I often have questions related to taxes and finances, and the person I work with, Lewis Martin, is quick to respond and has been essential in helping my business move forward. I highly recommend them and have to many friends and acquaintances.”
— brkbeat junkie, Google Review
“Lewis Martin was very helpful with our complicated tax situation. He was patient in answering questions we had, and took a stressful situation and brought peace as we received answers we needed. I would highly recommend using Cooley and Martin for your tax preparation.”
— Holly Nelson, Google Review
“Lewis Martin provided excellent personal tax services. I highly recommend his services. Thank you.”
— Graves, Google Review
“Top notch service! Great advice. Reasonable costs. Always reliable.”
— Mike Davis, Google Review
Book online: Book Online Now →
Phone: (434) 975-2663
Address: 679 Berkmar Cir, Charlottesville, VA 22901 (Get directions)
Website: cooleymartincpa.com/