Welcome

Welcome to Katie Cox & Co! We are a boutique firm that specializes in tax planning & preparation, accounting & financial statements, business advisory & consulting services. We focus on this so you can focus on what matters to you whether it is growing your business, traveling, or enjoying more time with your family.

We are here to help you through the ever-changing tax code while implementing tax strategies that will help your unique situation. Our associates are committed in maintaining the highest level of standards & professionalism with each client while providing you with the highest quality information, product, & services to help you reach your individual goals and dreams.

Testimonials

I have been working with Katie for almost 15 years and I can’t say enough good things about her, her expertise, and how she helped me and my family. Before I met Katie, I thought of accounting as an impersonal/cold core part of the business or money world, somehow separate from the “helping people” service field because it was a “numbers thing.” When you work with Katie you quickly feel a joyful surprise with how she has destroyed this stereotype. She has taken accounting and taxes to a level far beyond just “knowing her business or mastering her field.” She spends all the time needed to do the job right and it is a pleasure to get to work with her.

Kate is a gifted accountant who shares her craft in such a heart centered way. When I am done talking to Katie, I feel I was carefully listened to and taken care of. I truly feel she cares about me, my family and her clients. She is on your team, has your back, and takes time to ask and listen to your story. I have loved working with her. She is a blessing to me, my family and my business. Throughout the year she answers any questions/ emails so quickly, helping to keep us financially healthy.

Her dog, Beefcake, is a peaceful delight and is often around providing some natural pet therapy. It may sound strange, but when I prepare my documents to hand over to Katie I actually do it with a light-hearted feeling knowing we will get to catch up soon!

You can trust that Katie will get your taxes done right and provide you expert advice. I would highly recommend her business and know you be so impressed as you start enjoying the tax experience too.

Erin Fowler