Coterie

Tax Strategy
for the Creative
Class.

We handle the numbers so you can keep making things. Boutique CPA firm built for artists, creators, and freelancers.

What We Do

Full-service tax &
advisory, minus the
corporate energy.

01

Tax Prep

Individual and business returns with obsessive attention to creative-industry deductions.

  • Self-employment optimization
  • Quarterly estimated payments
  • Multi-state filing
02

Tax Planning

Proactive strategies so you keep more of what you earn. Not reactive scrambling in April.

  • Business structure consulting
  • Expense tracking systems
  • Retirement planning
03

CPA Services

Full-service accounting and advisory. A financial partner, not just a person who files forms.

  • Bookkeeping & payroll
  • Financial statements
  • Business advisory

Why Coterie

Built for people who make things.

We're not your typical accounting firm. We specialize in serving creative professionals—from artists and designers to content creators and freelancers. We speak your language and understand your unique financial needs.

Deep understanding of creative industry tax deductions and income streams

Personalized strategies aligned with your creative and financial goals

Year-round support, not just during tax season

Our Approach

When you work with Coterie, you're not just getting a tax preparer—you're gaining a financial partner who's invested in your creative success.

500+
Creative Clients
$50M+
Saved in Taxes

Let's Get Fiscal

Our podcast — tax tips, strategy, and real talk for creatives.

Listen Now

How It Works

Four steps.
Zero headaches.

01
01

Free Consult

30-minute call to understand your situation and goals.

02
02

Doc Review

We analyze your finances and find every opportunity.

03
03

Game Plan

Custom tax strategy built around your creative business.

04
04

Ongoing Support

Year-round guidance and quarterly check-ins.

Ready? Let's go.

Reach out and we'll set up your free consultation.

Get in Touch

Email

aaiello@coterietax.com

Office Hours

Monday – Friday: 9AM – 6PM
Saturday: By appointment
Sunday: Closed

Not ready for a call?

Check out our podcast for free tax tips and strategies for creative entrepreneurs.

Listen to Let's Get Fiscal