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Welcome and thank you for visiting the website of Linda D. Cosgray E.A. We strive to provide the highest quality professional service by working closely with each client to understand their unique financial situation. At the office of Linda D. Cosgray EA, you’ll receive exceptional service backed by my 30 years’ experience as an Enrolled Agent.

As you browse through the website; included are useful resources such as newsletters, interactive calculators and helpful links to informational websites.

Please feel free to contact the office at 614-457-3770 with any questions or comments, or to set up your appointment today.

File for an extension? October 15th is the last day to file your 2017 tax return. Call or email the office to schedule your appointment.


You may be tempted to forget about taxes once you've filed for the year, but some tax planning done now may benefit you later. Now is a good time to set up a system so you can keep your tax records safe and easy to find. Here are some tips to give you a leg up on next year's taxes:

  • Take action when life changes - Some life events can change the amount of tax you owe. Examples: a change in marital status or the birth/adoption of a child. When these happen, you may need to change the amount of tax withheld from your pay. To do that file a new W-4, Employee's withholding allowance form, with your employer. Call us to discuss.
  • Keep records safe - Keep a copy of your prior year tax return and supporting documents together in a safe place. Be sure to include W-2's, 1099's, mortgage statements, investment statements and your family's health care insurance coverage. If you need your tax return or records, it will be easy for you to get to them. For example, you may need a copy of your return if you apply for a home loan or financial aid for college.
  • Stay organized - Make tax time easier, have your family put tax records in the same place during the year. You won't have to search for misplaced records when ready to file next year.

Identity theft continues to be a  problem; the IRS and states are continually putting more safeguards in place to protect taxpayers. Remember the following:

  • The IRS will never call and threaten you; the preferred method of contact is by mail.
  • The IRS will never ask for credit or debit information.
  • The IRS will not threaten jail orlegal action. 
  • The IRS will not contact you via social media or by text.

If you are a victim of Identity Theft, be sure to file a police report, alert the credit reporting agencies and notify taxing agencies, if needed.  

    I build my business on integrity and service. The highest compliment I can receive is a referral of your friends, family and business associates.

 

Access your files with our secure, on-line document portal. FileShare is a convenient way to send and receive your documents with the office. Please do not email financial documents as it’s not secure.

 

 

Access your files with our secure, online document sharing application. Click here to enter your username and password.