As you approach retirement or have already retired, maximizing your tax savings becomes critical. Hiring professional accounting services, such as Cooley & Martin ensures you receive expert tax planning guidance tailored to your specific needs. Our experienced accountants in Charlottesville and across Virginia understand the unique challenges and opportunities faced by individuals in this stage of life. We provide comprehensive tax planning strategies that align with your retirement and estate planning goals.

Proper accounting forms the foundation of effective tax planning for small businesses. Accurate financial records are essential for understanding the financial health of your business, identifying tax-saving opportunities, and complying with tax regulations. By partnering with Cooley & Martin,a reputable accounting firm in Charlottesville, you can ensure meticulous accounting practices that lay the groundwork for successful tax planning.

Under the DSUE election, the estate of a surviving spouse can benefit from the unused portion of the decedent’s exemption by increasing their exemption. This maximizes the benefits for families that otherwise may have to contend with a top estate tax rate of 40%.

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We are delighted to announce the launch of our new website!

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