Directory

Our Home Page

About Us

Tax Planning 
& Preparation

Financial Services

Retirement Planning

College Planning
& Financial Aid

Estate & Gift Planning

Recordkeeping Requirements

Business Problem
Solving

Financial Statements

Software Support
& Training

Payroll Services

Other Links
of Interest

Your accountant should use your tax return and other information to assist you with other financial matters.

Financial Services:

Kenny W. Hoopes, CPA CFP is a registered representative of  HD Vest Financial Services, Inc. Ken has an Ohio securities license and provides investment & advisory services to Ohio residents. Click here for information about these services.

Here are other services we provide:

For Your Family:

	Retirement Planning
	College & Financial Aid Planning
	Estate and Gift Planning
	Social Security Planning - strategies to maximize benefits - strategies to minimize taxability
	Filing Status Analysis - strategies to optimize "Married filing jointly" vs.   "Married filing separately"
	Audit Protection Service
	IRS Representation
	IRA Distribution Planning
	Eldercare Financial Management Services
	Trust & Estate Accounting & Reporting
	Trust & Estate Tax Preparation

For Your Business:

	Problem Solving
	Financial Statements
	Software Support & Training
	Tax Preparation (Corporations, S Corporations, Partnerships, LLC's, Proprietorships)
	Payroll Processing
	Payroll Tax Reporting
	Preparation of W-2's and 1099's
	Employee Retirement Plan Selection & Implementation
	Fringe Benefit Plans for Small Businesses
	Business Plans
	Projections, Forecasts, & Budgets

Please call us with your questions.

If you are in doubt as to whether or not we can assist with a particular problem, just give us a quick call. We do not charge for such calls. If we can't help you, perhaps we can direct you to someone who can.