Additional Services

When it comes to the world of taxes you need a knowledgeable professional on your side.

We have the expertise you are looking for in a tax professional and can help you navigate your options.

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past.

If you don’t see exactly what you’re looking for on our site or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.


Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review



What People are Saying

Such a friendly place. Quick service even in the height of tax season. Very thorough and took the time to explain everything. Will be going back next year!

Will be going back next year!

Jen Ashbeck

I’m just blown away by his professionalism and experience! We’ve been a small business since 2012. Didn’t have the best experience with our last tax people. John over exceeded our expectation. They took the time and we was able to come in on a day they wasn’t even working. Had our taxes done within a days time. Not to mention we got our first refund ever since we’ve started the business! Words can’t express my gratitude! We will definitely be telling friends and family our experience. Thanks John and staff

Words can’t express my gratitude!

Lynn Stover


John Hicks’ “Help Me Remember” Holiday Prayer

John Hicks’ “Help Me Remember” Holiday Prayer

These last couple weeks of 2021 are already a little unusual.Current events are swirling around virus policy, the big Biden "Build Back Better" Act seems to have hit a Joe-Manchin-sized brick wall, sports leagues are in an uproar around rising case numbers, and...

John Hicks’s Take on Paying Off Your Mortgage Early

John Hicks’s Take on Paying Off Your Mortgage Early

We are for sure seeing a "turn signal" of sorts around here as 2022 barrels its way onto the horizon.How about you? Are you beginning to start thinking about next year? The turn of the seasons means a lot of different things to many people, but it seems just yesterday...

John Hicks’s Tax Scams 2021 Edition: The Big 12

John Hicks’s Tax Scams 2021 Edition: The Big 12

Alright, Greene County readers, before we jump into the tax scams 2021 edition, let’s circle back on some info we posted about recently ... the IRS sent out a lot of moolah last week -- and, if you have children, you might have received some.Note: If you received it,...

How You’re Missing Legal Tax Deductions

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!