Cottonwood Asset Management

At Cottonwood Asset Management, we are dedicated to providing comprehensive financial solutions to our clients. Founded by David Kaplan, CPA, CFA, our team is committed to helping individuals and small businesses navigate the complexities of finance and investments. With over 20 years of experience in the industry, David brings a unique combination of financial expertise and investment acumen to the table.

Our Services

As a CPA and CFA, David offers a wide range of services to meet the unique needs of our clients. Our services include:

Small Business Accounting

At Cottonwood Asset Management, we understand the importance of accurate and timely financial information for small businesses. Our accounting services include:

• Bookkeeping: We'll create and maintain a chart of accounts to capture all of your financial transactions, providing you with the right information to manage your business and prepare federal, state, and local tax returns.
• Bank Reconciliation: We'll ensure that every deposit and withdrawal aligns with entries into your accounting records, identifying lost deposits, lost checks, unauthorized transactions, and inappropriate bank fees.

Tax Services

We offer a range of tax services designed to help individuals and businesses navigate the complex tax landscape. Our tax services include:

• Tax Preparation: We'll prepare individual, corporate, and partnership tax returns, as well as assist with tax planning.
• QuickBooks Consulting and Bookkeeping Services: We'll help you set up and maintain your QuickBooks system, ensuring accurate and up-to-date financial records.
• Payroll: We'll help you manage your payroll, including entity selection and accounting and financial systems.

Investment Services

At Cottonwood Asset Management, we believe that investment planning is an essential component of a comprehensive financial plan. Our investment services include:

• Investment Management: We'll supervise and manage your stock, mutual fund, and fixed-income portfolios, providing you with regular updates and investment advice.
• Financial Planning: We'll help you develop a personalized financial plan, taking into account your goals, risk tolerance, and time horizon.

Personal Financial Planning

Our personal financial planning services are designed to help individuals achieve their financial goals, including saving for retirement, paying off debt, and building wealth. Our financial planning services include:

• Financial Planning: We'll help you develop a personalized financial plan, taking into account your goals, risk tolerance, and time horizon.
• Investment Management: We'll supervise and manage your investment portfolios, providing you with regular updates and investment advice.

About Our Team

David Kaplan, CPA, CFA, is the President of Cottonwood Asset Management. With over 20 years of finance and investment experience, David is committed to providing exceptional service and expert guidance to his clients. With a strong background in finance and investments, David is well-equipped to help individuals and small businesses achieve their financial goals.