How We Serve

Our priority

You are our priority.  From the day-to-day struggles of running a business, to the annual need of tax preparation, we work to make your life less stressful.  To us, you are more than a set of numbers and forms.  You may be a local business owner providing jobs in our community, a medical professional helping improve someone’s quality of life, or a retiree who wants to take your grandkids to the park rather than mess with confusing tax forms.  Regardless of what you do day-to-day, as a client you entrust our firm with one of the most important aspects of your life: your finances.  That’s why we take the time to get to know you.  By knowing you and your financial situation, we can proactively work to help you make sound financial decisions.

Fox & Company CPAs serves clients from coast to coast in the United States and in Mexico in such matters as:

  • Year-round tax preparation, planning, and implementation
  • Virtual office/BackOffice Accounting (payroll, sales tax, accounts payable and receivable, banking, and comprehensive bookkeeping and reporting)
  • Succession planning
  • Multi-state taxation
  • Business startups (choice of entity, contracts, set up bookkeeping systems)
  • Choice of employee benefit and retirement plans

Team Approach

As the old saying goes, “two heads are better than one.”   That is why Fox & Company CPAs works with a team approach method.   It is our principle to give you the best service possible.  To provide that, we want you to have availability of our entire staff.  As a client, you will have an account manager assigned to your account, but all representatives of Fox & Company CPAs will be accessible to you.  You’ll never have to worry about waiting for an answer.

Our work flow is also completed with a team approach.  From quarterly payroll forms to annual income tax returns, projects go through a thorough review process.  Our goal is to not only complete the work but to provide you with accurate reports and maximized financial savings.

Fox & Co Wealth Management

After seeing that the CPA clients didn’t have access to a Fee-Only financial planner, Johanna sought out to become a Certified Financial Planner (CFP®).  To better serve our clients on all levels, she opened our sister firm, Fox & Company Wealth Management (formerly Milestones Financial).  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.

Fox & Company Wealth Management is a Registered Investment Advisory firm providing goal-based, comprehensive financial planning throughout Western Kentucky and across the United States. As a fee-only financial planning firm, their services are uniquely tailored to each of their client's specific needs. The objective of their goals-based approach is to bring your financial and life goals into proper alignment. 

Clients of both firms 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.

If you are interested in finding out more about Fox & Company Wealth Management, click here to schedule an initial consultation with one of their financial planners.

Virtual Services

Are you…

  • Trying to be the salesman, human resources director, and payroll clerk at the same time? 
  • Tired of replacing bookkeepers and wondering if your private information is publicly discussed? 
  • Not sure if your payroll service is up-to-date on the latest payroll requirements?

Spending hours on time-consuming paperwork and regulations can tie up a lot of your days when you should be generating sales, improving products or services, and serving your customers.  And then there are the nights at the kitchen table when you should be relaxing and spending free time with your family or getting your mind out of the office.  No matter where you are, our Virtual BackOffice Accountant services are the perfect solution for any businessperson who would like to not only work more efficiently but also enjoy family time without worrying about never-ending paperwork.

In addition to accounting services, we strive to be an industry leader in personalizing our virtual communications.  While we aren’t going to ask you to travel to our area, we do ask that you meet with us face-to-face virtually.  By utilizing FaceTime and AnyMeeting, we invite you into our office so that we can meet you “in-person.”   These virtual meetings also allow screen-sharing, which means you get to look at the exact same reports that we are without any confusion.