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 pmCall 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