At Katie Cox & Co, we believe that financial clarity and wise stewardship are keys to fulfilling your purpose. We are a boutique tax, accounting, and advisory firm committed to helping individuals and business owners not only manage their finances—but thrive in every area of life and business. O
ur services include tax planning, accounting, entity structuring, and one-on-one advisory sessions designed to educate, strategize, and implement solutions that align with both legal compliance and personal goals. With a faith-centered approach, we aim to remove the burden of financial complexity so you can focus on the calling God has placed on your life.
Faith-guided approach to financial planning
Boutique, personalized service
Comprehensive tax and advisory services
Unlimited IRS representation rights through Enrolled Agents
Services
Business Advisory Services
Faith-guided strategy to help you build what God has called you to create, including entity structure planning, tax planning, cash flow planning, and personalized advisory sessions.
Education on financial numbersTailored solutions for specific situationsImplementation of best-practice strategiesCompliance with tax laws and available tax advantages
Tax Planning & Tax Preparation
Proactive tax planning throughout the year and comprehensive tax preparation services for individuals and businesses.
Year-round tax planningIndividual and business tax preparationMulti-entity and multi-state tax considerationsOngoing guidance as tax laws change
Accounting & Financial Reporting
Accurate accounting and financial statement preparation to provide clarity and peace of mind.
Monthly and periodic accounting servicesFinancial statement preparationClear explanations of financial resultsSupport for businesses with multiple entities
Enrolled Agent (EA) Services
Representation and expertise provided by federally licensed Enrolled Agents specializing in taxation.
Unlimited rights to represent taxpayers before the IRSSpecialization in all areas of taxationEthical standards and continuing education requirements
Credentials & Certifications
Enrolled Agent (EA)
Since 2000
Certified Public Accountant (CPA)
Since 1998
Reviews
Rating
5
★★★★★
Reviews
5
"My tax situation has been complex, at times, and she doesn't skip a beat."
Frequently Asked Questions
What is an Enrolled Agent? +
Enrolled Agents (EAs) are federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. They must pass a comprehensive IRS test or have relevant IRS experience and adhere to strict ethical standards.
How does Katie Cox & Co differ from traditional CPA firms? +
Unlike traditional CPA firms that focus mainly on transactional work like filings and compliance, Katie Cox & Co provides proactive tax planning, education, and implementation of strategies tailored to each client’s unique situation, ensuring both compliance and growth.
What are the benefits of one-on-one advisory sessions? +
One-on-one advisory sessions offer personalized guidance, clarity, direction, and actionable steps tailored to the client’s specific business needs, going beyond generic advice to provide intentional, strategic counsel.
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