Our Other Services

Get more than a tax return!

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
	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"
	Personal income tax preparation
	Audit Protection Service
	IRS Representation
	IRA Distribution Planning
	Trust & Estate Accounting & Reporting
	Trust & Estate Tax Preparation

For Your Business:

	Business Consulting & Support Services
	Financial Statements
	Software Support & Training
	Tax Preparation (Corporations, S Corporations, Partnerships, LLC's, Proprietorships)
	Accounting (monthly, quarterly, or annual)
	Bookkeeping
	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

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.