Katie Cox, EA & Owner
Katie Cox is a talented, passionate, sought out federally licensed Enrolled Agent who empowers people to achieve their dreams, whether it is a personal or business dream, to eliminate all stresses of accounting and tax and so much more! With twenty-eight years of experience of preparing Corporate, Partnership, and Personal taxes along with Accounting and Advisory Services, she provides the shortcuts of what works and what doesn’t along with the most up-to-date ever-changing tax laws and tax advantages. Most firms are transactional firms, Katie Cox & Co does transactional items but specializes in advisory and planning for clients, so they are maximizing all deductions, they know what their tax is, they are set up as the correct entity, and clients are educated on how to run their best business practices, and of course so much more!
Katie Cox started out wanting to become a Special Agent in the FBI. The FBI recruited accountants and lawyers. She graduated from The Ohio State University and Franklin University receiving two bachelor’s degrees. BA in Criminology and BS in Accounting. She started the process of becoming a Special Agent passing the first few tests but decided to stay in private practice. She worked at the same firm for twenty-five years and in 2020 decided to start her own firm, building a vision of excellence. “Running my own firm is truly the greatest joy and freedom. Once I figured out my “Why,” everything fell into place.”
Katie’s why: If you want more, become more! Success is something you attract by the person you become. You must have an endless thirst for knowledge if you want to rise above mediocrity and average. You must adopt a standard of excellence, and once you do that, you will never again be content with mediocrity. You will then separate yourself from being average and distinguish yourself with success. God gives you the desires of your heart and makes all your plans succeed. He has an assignment on your life, and it demands a new normal for you. You are not like everyone else. Once you step out in faith, there are people waiting on the other side, of you doing what you were meant to do,” and that is what Katie hopes to achieve with every client.
Katie Cox donates her tax, accounting, and advisory expertise within the community to many local charities and many different speaking engagements all over the United States, such as: The Ohio State University, Mount Carmel Hospital, Chamber Events, Financial Advisor Events, Thomson Reuter’s seminars on taking your practice forward by offering advisory services, and many others.
When her head is not in a book reading up on all the new many tax laws or riding around town on her motorcycle, her adventurous side while being with her husband Jerry and their two children, Coen & Kylie aka Baby, is paddle boarding, wakeboarding, boating, camping, turkey hunting, deer hunting, archery shooting, and target shooting.
Feel free to stop by her office anytime to say hello and to also meet her dog Beefcake.