Cox Accounting & Financial Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: restaurants, construction, auto repair, contractors (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Cox Accounting & Financial Services | home page | |
| Website | https://coxacctsvcs.com/ | home page | |
| Office locality | Raleigh, NC | home page | |
| Phone | +19196154208 | home page | |
| Offers bookkeeping | Documented: ...you’re preparing for tax season, managing payroll, or trying to get control of your bookkeeping, our goal is to provide clarity and confidence in your financial decisions. Our... | home page | |
| Catch-up / cleanup | Documented: ...card statements. Financial reporting that helps you monitor performance and plan ahead. Catch-up bookkeeping for businesses that have fallen behind. Because bookkeeping connects... | /services/bookkeeping | 5 pts (max 5) |
| Payroll coordination | Documented: ...throughout Raleigh, North Carolina. Whether you’re preparing for tax season, managing payroll, or trying to get control of your bookkeeping, our goal is to provide clarity and... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Ideal for businesses that need support Bookkeeping with accrual basis Includes P&L, balance sheet, and cash flow statements Get started Corporate Tax $2100 Preparation and... | home page | 6 pts (max 6) |
| Industries served (documented) | restaurants, construction, auto repair, contractors | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /about-us/faq | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for James Cox · Enrolled Agent (on the IRS record) · business name on the record: Cox Accounting & Financial Services, Inc | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Onboarding described | Documented: ...levies that threaten your income Payment plan negotiations and offers in compromise Our process begins with a full review of your tax history and financial situation. From there... | /services/irs-tax-problems | 4 pts (max 4) |
| Named contact / team | James Cox, Enrolled Agent | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /firm-background/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists James Cox under the business name 'Cox Accounting & Financial Services, Inc' in Raleigh, NC. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Cox Accounting & Financial Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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