Katie Cox & Co LLC

Your partner in success.

Accountant in Dublin, OH (show on map)

5.0

★★★★★

5 reviews

Boutique tax, accounting, and advisory firm providing faith-guided financial clarity and strategic planning for individuals and business owners.

Call (614) 403-8619

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About

At Katie Cox & Co, we believe that financial clarity and wise stewardship are keys to fulfilling your purpose. We are a boutique tax, accounting, and advisory firm committed to helping individuals and business owners not only manage their finances—but thrive in every area of life and business. O

ur services include tax planning, accounting, entity structuring, and one-on-one advisory sessions designed to educate, strategize, and implement solutions that align with both legal compliance and personal goals. With a faith-centered approach, we aim to remove the burden of financial complexity so you can focus on the calling God has placed on your life.

Faith-guided approach to financial planning

Boutique, personalized service

Comprehensive tax and advisory services

Unlimited IRS representation rights through Enrolled Agents

Services

Business Advisory Services

Faith-guided strategy to help you build what God has called you to create, including entity structure planning, tax planning, cash flow planning, and personalized advisory sessions.

Education on financial numbers Tailored solutions for specific situations Implementation of best-practice strategies Compliance with tax laws and available tax advantages

Tax Planning & Tax Preparation

Proactive tax planning throughout the year and comprehensive tax preparation services for individuals and businesses.

Year-round tax planning Individual and business tax preparation Multi-entity and multi-state tax considerations Ongoing guidance as tax laws change

Accounting & Financial Reporting

Accurate accounting and financial statement preparation to provide clarity and peace of mind.

Monthly and periodic accounting services Financial statement preparation Clear explanations of financial results Support for businesses with multiple entities

Enrolled Agent (EA) Services

Representation and expertise provided by federally licensed Enrolled Agents specializing in taxation.

Unlimited rights to represent taxpayers before the IRS Specialization in all areas of taxation Ethical standards and continuing education requirements

Credentials & Certifications

Enrolled Agent (EA)

Since 2000

Certified Public Accountant (CPA)

Since 1998

Reviews

Rating

★★★★★

Reviews

"My tax situation has been complex, at times, and she doesn't skip a beat."

Frequently Asked Questions

What is an Enrolled Agent? +

Enrolled Agents (EAs) are federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. They must pass a comprehensive IRS test or have relevant IRS experience and adhere to strict ethical standards.

How does Katie Cox & Co differ from traditional CPA firms? +

Unlike traditional CPA firms that focus mainly on transactional work like filings and compliance, Katie Cox & Co provides proactive tax planning, education, and implementation of strategies tailored to each client’s unique situation, ensuring both compliance and growth.

What are the benefits of one-on-one advisory sessions? +

One-on-one advisory sessions offer personalized guidance, clarity, direction, and actionable steps tailored to the client’s specific business needs, going beyond generic advice to provide intentional, strategic counsel.