Carl E. Cook, MBA, RIA

The NetWorth Financial Group
1930 18th Street NW., Suite 4
Washington, DC 20009



Telephone: 202-726-3533

Toll-free Telephone: 1-800-401-7664

Fax: 202-726-9868

E-Mail Address: c508@erols.com



TAX PRACTICE INFORMATION



Type of Practice: Tax Preparation, Financial Planning

Year Tax Practice Began: 1992

Range of Tax Preparation Fees: $50-$250

Minimum Tax Preparation Fee: $50 for Federal Form 1040

How Tax Return Fees Charged: Rate per Form/Schedule

Electronic Filing Offered?: Yes

Range of Electronic Filing Fees: $19-$29

Refund Anticipation Loans (RAL) Offered?: Yes

Range of RAL Fees Charged: $19-$29

Specialties or Areas of Concentration: Itemized Deductions, Sole Proprietorships

Hours Open During Tax Season: 9:30 am to 6:30 pm

Call First for Appointment?: Yes

Accept Long Distance Clients?: Yes

Other Business Services Offered: Tax Planning, Retirement Planning, Small Business Startup



PERSONAL PROFILE



Education: MBA, 1976, University of Minnesota; BSBA, 1970, Rockhurst University; RIA (Registered Investment Advisor), 1995

Professional Credentials: Authorized Power of Attorney with the IRS

Association Memberships: NASD (National Association of Security Dealers); NSTP (National Society of Tax Professionals)

Previous Private Employment: H & R Block, from 1990 to 1992


Personal Comment: The NetWorth Financial Group is a privately owned firm. We provide personal financial planning, including planning for taxation, investments, estates and retirement, and small businesses.

Last Updated: February 1997


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