I’m Jeremy Cooke, owner of Hicks & Co Tax Services, LLC. Like most people, I believe financial independence is one of life’s most important goals. And yet, one of the most overlooked ways to build wealth is through smart tax planning. That’s where my firm comes in—we help you or your business uncover every deduction you’re entitled to and create strategies to legally pay less to the government, so you can keep more for yourself and your future. We’d be honored to work with you, and we can get started right away. Call me today at 937-372-7775.

At Hicks & Co, tax preparation is just the beginning. When you reach financial freedom, you’re less tied to an employer, less dependent on the ups and downs of the economy, and more in control of your own path.

There’s a real sense of peace in knowing you can cover that upcoming insurance bill—or that unexpected car repair that always seems to show up at the worst time. That peace spills over into marriage and relationships too, since money is often at the root of conflict.

The road to financial independence doesn’t start with anything complicated. It begins with simply setting aside money for both the expected and the unexpected. Call it a “rainy day fund.” You build it slowly—sometimes by cutting back on expenses like taxes, other times by making wise financial choices.

Once you’ve built that safety net, you can begin saving for the bigger goals in life: vacations, a new car, a home, your kids’ education, and ultimately, retirement. I’ve spent my life following these same principles—learning the tax laws to help people save.

I’d love to share those principles with you. Visit me online or stop by my office, and let’s get started. And as always, feel free to call me directly at 937-372-7775.

Let Us Help

Dear Friend,

I hope you’ll forgive me for being blunt.

I realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).

But I think you’ll agree that the times we’re currently facing require a little straight talk.

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.

You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)

I’ve put more of my thoughts on these matters in free reports:

Talk again soon,

Jeremy Cooke