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Services

Hecox & Company, CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Hecox & Company, CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Income Tax Planning and Preparation

At Hecox & Company, CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Compilation Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Hecox & Company, CPAs's accounting services steer you closer to these goals with accurate record-keeping, reporting and financial analysis.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Hecox & Company, CPAs's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Retirement Planning

Hecox & Company, CPAs's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Hecox & Company, CPAs can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready and willing to answer any and all questions the IRS may be asking of you.

Bookkeeping & Accounting Services

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Hecox & Company, CPAs can help you with the organization and tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Hecox & Company, CPAs can advise you on choosing an entity type and later restructuring if advantageous.

QuickBooks Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Cash Flow Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Hecox & Company, CPAs can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive.

Financial and Tax Projections

No one can predict the future perfectly, but we can all benefit from planning for it. Hecox & Company, CPAs combines expertise and experience with a gained understanding of your business to produce financial and tax projections that can help you manage your business plan and tax strategies.


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