Our Other Services

Get more than a tax return!

Financial services are offered through HD Vest Financial Services, Inc.

Kenny W Hoopes, CPA CFP and Michael C Pence, CPA are Registered Representatives of H.D. Vest Financial Services, Inc. and are licensed to serve Ohio residents with investment* and advisory** services.

*Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC
**Advisory services offered through H.D. Vest Vest Advisory ServicesSM
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000. Brokerage account(s) carried by First Clearing, LLC, Member FINRA/SIPC.

k.w. Hoopes & Associates, inc. is not a registered broker/dealer or independent advisory firm.

Here are other services we provide:

For Your Family:

  • Audit Protection Service
  • Estate and Gift Planning
  • Filing Status Analysis
    - strategies to optimize "Married filing jointly" vs. "Married filing separately"
  • IRA Distribution Planning
  • IRS Representation
  • Personal income tax preparation
  • Retirement Planning
  • Social Security Planning
    - strategies to maximize benefits
    - strategies to minimize taxability
  • Trust & Estate Accounting & Reporting
  • Trust & Estate Tax Preparation

For Your Business:

  • Accounting (monthly, quarterly, or annual)
  • Bookkeeping
  • Business Consulting & Support Services
  • Business Plans
  • Employee Retirement Plan Selection & Implementation
  • Financial Statements
  • Fringe Benefit Plans for Small Businesses
  • Payroll Processing
  • Payroll Tax Reporting
  • Preparation of W-2's and 1099's
  • Software Support & Training
  • Tax Preparation
    (Corporations, S Corporations, Partnerships, LLC's, Proprietorships)

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.