We provide our clients complete tax services through our wholly owned subsidiary, Managed Tax Services, LLC. Our Certified Public Accountants and accounting staff work with both individuals and companies with federal and state income tax planning and preparation.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Investment Advisory Services offered through Cozad Asset Management, Inc. Cozad Asset Management and the Cozad Small Cap Value Fund are independently owned and operated. If you wish to initiate a securities transaction, please contact Cozad Asset Management, Inc. to discuss your transaction. Please do not leave instructions on voicemail or send via email or fax, as those instructions cannot be honored on a timely basis.