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)
- 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.
News & Resources
k.w. Hoopes & Associates, inc.
106 North Main Street
Minerva, Ohio 44657
Fax: (330) 868-5646
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