About Kocaj Consulting
Where Small Businesses Find Financial Peace of Mind
The no-nonsense tax firm for small business owners who don’t want to sweat the financial stuff.
Welcome to
Kocaj Consulting
We’re here to provide small businesses and individual taxpayers with comprehensive tax, legal, and accounting services. Founded by a highly-experienced tax attorney, our firm combines over a decade of experience with a down-to-earth approach.
We understand that taxes and legal matters can be confusing and stressful, so we break it all down into simple, easy-to-understand language. Whether you’re a creative professional, a small business owner, or someone who just needs straightforward advice, we’ve got you covered.
Our mission is to help you make informed decisions, plan effectively, and achieve long-term success.
“An absolute life saver!!!”
“Margaret is an absolute life saver!!! I’m a small business owner and consider myself a creative so this “business end” of business has always been a struggle for me. Margaret not only takes the guess work out of things, she empowers me with knowledge, never makes me feel like an idiot and actually makes learning the business end of things fun! The way she’s able to deliver complicated information without making me feel like an idiot is so unique and wonderful! Her vast knowledge, personal skills, and ability to squash the freak outs make her the best tax attorney and consultant out there! Do yourself a favor and book a consultation with her! You won’t be sorry!!! Seriously wish I could give more stars!”
Your go-to tax and legal expert
With a decade of experience and a down-to-earth approach, we aim to simplify the complex world of taxes and legalities for you. We break everything down into plain language, provide clear advice, and stand by your side through every challenge. We started this firm to offer personalized tax, legal, and accounting services that grow with your business. Whether it’s setting up efficient record-keeping systems, resolving tax issues, or navigating tricky audits, we’re here to make your life easier. Our goal is to be more than just your tax advisors—we want to be your partners in business success.
Our credentials and experience
Our experienced tax professionals hold advanced degrees in law and taxation and are authorized to represent taxpayers before the IRS. Over the years, we have helped countless small business owners fulfill their tax obligations, resolve tax debts, and streamline their accounting processes. Our credentials and experience ensure you’re getting professional advice from experts who truly know the ins and outs of the legal tax system.
What you can expect working with us
When you work with Kocaj Consulting, you get a mix of expertise and friendly, genuine support. We tackle your tax and legal hurdles without the stuffy attitude you might expect from a traditional firm. We believe in building long-term relationships with our clients, guiding them through every stage of their business journey, and removing the financial hurdles that stand in their way.
Your dedicated tax team
At Kocaj Consulting, we’re more than just a tax and legal firm. We’re a team of dedicated professionals (and a couple of furry mascots) committed to helping you succeed.
Abi
Tax Associate
A Charlotte native, Abi is a world-traveling, dance-teaching tax associate who handles most of our individual returns. She’s been with Kocaj Consulting for over three years and is currently studying for her Enrolled Agent Certification. You’ll work closely with Abi to fulfill all your tax and legal needs.
Francois (Frankie)
Office Mascot
Meet Frankie, our office mascot with a flair for the dramatic. Sporting a purple mohawk, Frankie brings a fun and lively atmosphere to the office. He’s often seen jumping up during client meetings or taking a nap in the background. Frankie’s job is to keep spirits high and remind us to take a break and enjoy the little things in life.
Lucille
Chaos Coordinator
Lucille, our golden doodle, is the office’s burst of energy and affection. Known for her playful antics and boundless enthusiasm, Lucille ensures there’s never a dull moment at Kocaj Consulting. Her role as the Chaos Coordinator is to bring joy and a bit of controlled chaos to our workdays, making sure we all take a moment to smile and relax.
Why choose us?
At Kocaj Consulting, we know you have options when it comes to choosing a tax and legal advisor.
Here’s why we’re different:
We Speak Your Language
No complicated jargon here. We break everything down into simple, understandable terms so you always know what’s happening with your finances.
Custom Services for Your Needs
Whether you’re a creative professional, a small business owner, or an individual, we tailor our services to fit your unique situation.
Transparent Pricing
No hidden fees or surprise charges. We believe in clear, upfront pricing so you know exactly what to expect.
Expert Guidance with a Personal Touch
With over a decade of experience,our firm brings both expertise and a friendly approach. You get professional advice without the corporate vibe.
Tech-Supported Solutions
We use modern technology to make your life easier, from our user-friendly portal to virtual consultations.
Long-Term Support
We’re here for the long haul. As your business grows, we adapt our services to meet your changing needs.
Are we a good fit?
Let’s make sure Kocaj Consulting is the right match for your needs. Here’s a little help deciding if we’re a good fit for each other.
Swipe right if you’re:
- Already starting your business and not just thinking about it
- Ready to trust our expertise
- Value the importance of easily accessible, organized records
- Great at running a business but hate the accounting stuff
- Fairly tech-savvy
- Looking for a legal tax business coach
Swipe left if you’re
- Focused on other priorities than building your business
- Hesitant to hand over the reins to a tax professional
- Don’t have a system for business records or want to learn one
- Not looking for a long-term tax partner
- Prefer a paper and pen method and meeting in person
- Looking for an accountability partner rather than a licensed tax consultant
I think we’re a match!
Ready to finally make sense of your finances?
Let us work the numbers, so you can focus on other priorities. Click the link below to sign up to our portal.