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.
Helping Business Leaders Navigate Tax Complexities
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.
Clarity first. Savings next. Partnership always.
Our Process
Our Services
Start with a Free Tax Analysis
You don't need to do this alone. If there is a meaningful opportunity, we will show you where it is and how to capture it.
Education Center
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Digital Tools & Outsourcing Tips with Sara Snyder
Craig Cody: Sep 18, 2024
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Revisiting the Corporate Transparency Act and its Requirements with Craig Cody
Craig Cody: Sep 11, 2024
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Optimize Profitability Without Cutting Overhead
Craig Cody: Aug 19, 2024
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Understanding Beneficial Ownership Information for the Corporate Transparency Act
Craig Cody: Sep 13, 2024
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Nailing Your Niche at Any Speaking Engagement
Craig Cody: Aug 26, 2024
1 min read
Achieving Abundance in Times of Scarcity, with Dr. Jordan Cooper
Craig Cody: Jan 10, 2026
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From ‘Survive’ to ‘Thrive,’ with Craig Cody
Craig Cody: Jan 10, 2026
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The Fundamentals of Practice Growth, with Dr. Tarun Agarwal
Craig Cody: Jan 10, 2026
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