Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

David Cogliano, EA

David is an Enrolled Agent licensed to practice before the federal government.  EA’s are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.  Learn more about EA’s here: http://www.naea.org/taxpayers/what-enrolled-agent.

David has been in the financial services industry for over 10 years in various different roles.  He was a Senior Analyst for Merrill Lynch working with the U.S. Equities Desk preparing financial statements and profitability analysis.  David also taught Introduction to Business at St. Anthony’s High School, a private college preparatory school in South Huntington, NY.  He graduated from West Virginia University with a Bachelors Degree in Finance.  David’s goal for Cogliano and Sons is to be a leader in the Income Tax industry on two fronts: Tax Strategy and also just as importantly, Client Education.  We believe that clients must be informed and prepared in this changing tax climate.  David is a member of the many professional organizations and groups:

Member – National Association of Tax Professionals

Member – National Association of Enrolled Agents

Member – New York State Society of Enrolled Agents

Associate Member – New York State Society of CPA’s

Advisor – QuickBooks ProAdvisor

Member – A Bookkeeper’s Corner

Member – Accountant-Lawyer Alliance (ALA)

Member – Accounting and Finance Professionals

Member – Enrolled Agents of America

Member – Finance & Accounting and Social Media

Member – Small Business Network for startups and entrepreneurs

 Dan Cogliano, RTRP

Dan is a Registered Tax Return Preparer (RTRP) with over 35 years of in the Income Tax industry.  Dan was a Vice President in International Marketing at Merrill Lynch for 23 years.  He holds a Bachelors of Business Administration in Accounting from Hofstra University.  Dan is fluent in Spanish and has used the language extensively both in his work in the Income Tax industry as well as the Financial Services industry.

The preparation of tax returns, analysis of clients current and projected tax scenarios, and continuing education of the ever evolving federal and state tax codes keeps Dan busy year round.  Our clients’ understanding and adherence to tax laws and strategies is paramount to the ideology of Cogliano and Sons.  Dan has been fervently focused on providing maximum results for every client while adhering to all applicable tax laws.  Dan is a member of the many professional organizations and groups:

Member – National Association of Tax Professionals

Member – National Society of Accountants

Notary – New York State Notary Public

Fran Barone

Fran has worked in the tax industry performing administrative functions for over 20 years.  Her predominant function is expeditiously electronically filing (E-Filing) our client’s Federal and all applicable State tax returns.  Fran has an advanced knowledge of federal and state electronic filing requirements.  Cogliano and Sons provides income tax return preparation for over 30 states and Fran’s ability to handle all issues is unmatched.  Fran also handle a large volume of the data entry requirements the office has and is responsible for all incoming and out going mailing obligations.

Prior to joining our firm, Fran worked within the Ozone Park School District performing various administrative functions, attending meetings and troubleshooting issues arising in the community.

Daniel Cogliano, RTRP

Daniel has worked in client services for over ten years. His experience ranges from Real Estate transactions and mortgage services, to Property and Construction Management. Over the past year he has completed a variety of continuing education courses with the National Association of Tax Professionals and has become a Registered Tax Return Preparer (RTRP) with the IRS. Daniel’s responsibilities at the office include pre-screening of all tax returns, electronic document management, and stewardship of the paperless program.  Daniel is proficient in the Microsoft Office suite including Excel, Outlook, Word, and PowerPoint.

As an RTRP Daniel is registered with the IRS to prepare and file tax returns and looks forward to that role growing with Cogliano and Sons.  Daniel continues to meet and exceed his continuing education requirements as Cogliano and Sons makes it priority to be on the cutting edge of tax industry technology and tax law changes.