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Fill out this form to reduce your tax liability!

Our goal at COHESIVE is to educate our clients in a timely fashion. In order to do so, we use email to send alerts. We will send you things of interest, such as tax law changes as well as deadline dates. We do not spam our clients. In order to do this, you must enter your name and email address using this form. You will be sent a confirmation email asking you to confirm that you want to receive information from us. You must click on the confirmation link in order to be added to our email list.

Warmest Regards,

Karla K. Dennis
CEO & Enrolled Agent

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Frequently Asked Questions

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  1. How much does it cost to prepare my tax returns with your firm?

    Our fees are very competitive especially in relation to our expertise.  Our fees are typically earned  with the tax savings you experience.  We charge our fees  based on  the forms you are required to file. To receive an estimate, please contact (800) 878-4051.

  2. How do you accommodate clients who are out of state?

    Yes, thanks to advance technology, we are able to communicate our clients via email, phone, Skype, go to meeting, teleconferences and cloud computing.  We specialize in current technologies.  How much does it cost to prepare my tax returns with your firm? Our fees are very competitive especially in relation to our expertise.  Our fees are typically earned  with the tax savings you experience.  We charge our fees  based on  the forms you are required to file. To receive an estimate, please contact (800) 878-4051.

  3. Are you a CPA firm?

    No, we  are all EA or Enrolled Agent tax firm. Enrolled Agents have the designation by the U.S.  Treasury to prepare tax returns in all 50 states as well as represent taxpayers in audits or negotiate with any taxing agencies. This was done by design.  We are Tax Guru’s.

  4. Is your tax firm  only open during tax season?

    No, we are open year round. We are here for our clients even after the tax deadlines. We provide additional services; such as, bookkeeping, payroll, Strategic Tax Planning,  business consulting, interim CFO.

  5. I’m having difficulty in compiling my tax documents can you please help?

    We have tax organizers that will help you gather your tax data.  In addition, we are so use to seeing data in various forms, you can just put it in a box and send it to us.  We will get it all sorted and advise as to what you need to do.

  6. Do I still need a CPA if I would with your firm?

    CPA’s are excellent to use when you need Certified Financial Statements.  Most business owners do not need Certified Financial Statements any more.   This is very rare.  Most need reviewed Financial statements which is what we can prepare for you.   If you need Certified financial Statements, we have a relationship with a firm that will prepare them from our records for a lot less.  If you are looking for tax professionals with demonstrated tax expertise, then Enrolled Agents are the way to go.

  7. We heard Karla Speak and we love her presentation, will we work with Karla directly?

    Karla has built a firm based on a team approach.  You will have interaction with Karla but all your work will not be done by Karla.  Karla has hired a team of professionals whom she looks up  to for advice.  She believes in the Bill Gates Theory of hiring people smarter than yourself.  Our entire team will round table on your situation and get you the best possible tax, business or accounting advice and situation.

  8. What does your firm specialize in?

    Our firm is very unique.  We believe in looking at the whole person’s issue and pulling it all together for them.  This is why we are called ‘COHESIVE”.  We specialize in strategically reducing your out of pocket money by lowering your individual and or business taxes coupled with providing business owners with cutting edge business strategy.  Our CEO has ran Cohesive and multiple companies very successfully.   Her knowledge base is expansive and significantly amplified with our team.

  9. If I work with you, will I get regular feed back?

    We always hear  from new prospects that their  last accountant never called them.  At Cohesive, we have customer service coordinators that stay with you through out your relationship with us.  They are assigned to your account to make certain you get the best service you deserve.  We call weekly with follow ups,  we recap our conversations with email and we all so  ask that you schedule 4 appointments a year with us at a minimum. We love our clients and communication is the key.

  10. If I hire your firm to represent me in an audit or to do strategic tax planning ,can I keep my own accountant I  have known for year?

    Of course you can.  What you may not know is Cohesive is contracted by several CPA firms who do not represent their own clients or who are not as well versed in the tax law like our firm.  We will work with your CPA or accountant and provide them with a solution to your tax problem or a strategy they can implement to lower your taxes.  We believe in the power of relationships.

  11. How do you represent clients that live in other states when you are in California?

    Our firm is very well known in the representation industry and Is one of the largest representation firms.  We are extremely good at what we do and our representation work comes by referrals or by other CPA’s  who do not represent their clients.  We do note advertise for representation services..  Thus, because of the  vast knowledge we bring our  potential clients,  they  are usually willing to fly us to their locations to resolve their tax matter.  If we get involved early enough in the case, we can change the venue to where we are located. The third option is always technology such as phones and fax.  We have represented  clients in tax problems as  far as New York, Hawaii and Utah  to say the least.