Cottonwood offers a comprehensive range of professional services
spanning planning, tax, financial and estate specialties.


Tax Planning & Compliance

We believe ‘tax planning is the anticipation of what is to come’ and as such work with our clients throughout the year in areas of personal, corporate and estate planning to minimize the tax implication of income and other transactions. Learn More >

Tax Planning Compliance

Mergers & Acquisitions

Whether pursuing scale, new technology or entry into new markets, we help clients achieve their strategic objectives through mergers and acquisitions (M&A), divestitures and joint ventures. Learn More >

Mergers & Acquisitions

Financial Reporting

At Cottonwood we work with our clients, and where required their auditors, to compile interim and year-end financial reports. Regardless of whether we are compiling financial reports for statutory compliance, financiers or other stakeholders, our clients trust us to deliver complete, compliant and cost effective results every time. Learn More >

Financial Reporting

Estate Planning

Most people look to lawyers to support estate planning needs, however protecting assets and legacy goes much further than a will. By strategically bringing Cottonwood into the estate planning process, our clients ensure both their estate legalese and finances are optimized. Estate planning for individuals and businesses is complex field encompassing many different and significant areas. Learn More >

Estate Planning

Business Planning

We provide the essential short and long-term business planning framework to help our clients improve their organizational performance and best position for long-term success. We offer planning services in business structures, business strategy, scalability, accounting and financial management, process improvement, governance and technology. Learn More >

Business Planning

IT, Software & Technology

Accounting is changing. Years ago a filing cabinet was the only option for organizing files and storing financial documents for business. Today technology is central to almost all aspects of business operations, and the need to stay current with technological developments is essential to surviving, and thriving, in tomorrow’s business world. Learn More >

IT Software Technology

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Experienced financial partners for long-term financial success and stability.