Johanna began her professional career as the owner of a CPA firm. That firm, Fox & Company CPAs, Inc., now shares office space with Fox & Company Wealth Management in Mayfield, KY. Although still the principal owner of both firms, Johanna has brought in an experienced partner for each firm as part of her own succession planning. Clients of Fox & Co work with a team of advisors working together for one goal: to make your life simpler and give you a complete “one-stop” financial solution.
Fox & Co, CPAs serves clients from coast to coast in the United States and in Mexico in such matters as:
- Business startups (choice of entity, contracts, set up bookkeeping systems)
- Choice of employee benefit and retirement plans
- Year-round tax preparation, planning, and implementation
- Succession planning
- Multi-state taxation
- Virtual office/BackOffice Accounting (payroll, sales tax, accounts payable and receivable, banking, and comprehensive bookkeeping and reporting)
Co-clients of both Fox & Co CPAs and Fox & Co Wealth Management will be assisted by a team made up of a member of each firm. Your team members will not change unless absolutely necessary. Other team members will be informed of your situation, however, and available to help if necessary.
If you are looking for an experienced, attentive, professional team standing ready to coordinate and simplify your advice from taxes to financial planning and beyond, schedule an appointment to learn more.