Empowering Agency Owners with Proactive Tax Strategies and Financial Clarity
Expert tax planning and accounting solutions tailored to help you keep more of what you earn, avoid costly pitfalls, and secure your financial future.
At Craig Cody & Company, we specialize in helping agency owners and business leaders navigate the complexities of tax strategy and financial management. As a Certified Tax Coach™, we're part of an elite group of professionals committed to mastering advanced tax planning techniques through rigorous training and ongoing education.
Our mission? To help you retain more of your hard-earned revenue, reduce your tax burden, and achieve sustainable growth.
Passionate About Your Success
With decades of experience and an efficient team approach, we offer much more than traditional tax services. Our comprehensive offerings include proactive tax planning and tailored off-site CFO services, providing the insights and daily financial guidance needed to make informed decisions.
We're passionate about supporting agency owners like you, understanding your unique challenges, and creating personalized solutions that drive results. Get started today and take the first step toward financial freedom and growth.
Financial clarity empowers you to focus on what matters most—growing your agency and serving your clients. Whether you're looking to optimize your current tax strategy, uncover hidden savings, or need strategic financial advice, our dedicated team is here to partner with you.
The 12 Biggest Tax Mistakes That Cost Agencies Thousands
Ready to Unlock Exclusive Tax Strategies?
Get your free copy of our Amazon best seller, Secrets of a Tax-Free Life, and learn how proactive tax planning can help you keep more of what you earn. Don’t miss out on these essential insights tailored for agency owners looking to maximize their financial growth.
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Book Craig Cody to Speak at Your Next Event
Bring unparalleled tax expertise and actionable insights to your next business event with Craig Cody. As a Certified Tax Coach™ and co-author of the Amazon best seller, Secrets of a Tax-Free Life, Craig has helped countless agency owners and business leaders uncover powerful tax-saving strategies and navigate complex financial landscapes.
Why Book Craig?
- Proven Expertise: With years of experience guiding business owners through proactive tax planning, Craig offers real-world strategies that can save your audience thousands.
- Engaging Storytelling: From explaining the little-known benefits of the Augusta Rule to sharing remarkable case studies like a client’s $350,000 outdoor aquatic center tax deduction, Craig delivers captivating stories that educate and inspire.
- Immediate Value: Attendees will walk away equipped with practical tax-saving tactics—such as how to legally rent their home to their business for tax-free income—that they can implement right away.
Whether it's a keynote speech, workshop, or seminar, Craig Cody's presentations are tailored to inform, engage, and empower business owners to take control of their finances and maximize their profits.
Book Craig for Your Event Don’t miss the opportunity to bring transformative financial insights to your audience. Contact us today to schedule Craig Cody for your next event and inspire your attendees to keep more of what they make.
Our Services
Small Business Accounting
We take care of your books for you, so you can get back to the job of running your business. As a small business owner you have more important things to do than to keep your own books.
CFO Services
The cost of hiring a full-time CFO can range from $100,000-$250,000 per year plus bonuses & benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.
Tax Planning
Looking for a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes? We have three levels of strategic tax plans designed to meet the various needs of our clients.
Tax Preparation
We will show you potential deductions to limit your tax liability for next year and give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
Speaking
Craig Cody is available to speak at your next conference or function. With over 20 years of experience in the financial industry, Craig will educate and inspire at your next event!