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Community Highlights: Meet Katie Cox

Today we’d like to introduce you to Katie Cox. 

Hi Katie, so excited to have you with us today. What can you tell us about your story?
I wanted to become a Special Agent in the FBI. The FBI recruited accountants and lawyers. So, I went to college and received two bachelor’s degrees. BA in Criminology and BS in Accounting. I started the process of becoming a Special Agent but decided to stay in private practice. I worked at the same firm for twenty-five years and decided to start my own firm building a vision of excellence. Running my own firm is truly the greatest joy and freedom. Once I figured out my “Why,” everything fell into place. 

My Why: “If you want more, become more! Success is something you attract by the person you become. You must have an endless thirst for knowledge if you want to rise above mediocrity and average. You must adapt a standard of excellence, and once you do that, you will never again be content with mediocrity. You will then separate yourself from being average and distinguish yourself with success. God gives you the desires of your heart and making all your plans succeed. He has an assignment on your life, and it demands a new normal for you. You are not like everyone else. Once you step out in faith, there are people waiting on the other side, of you doing what you were meant to do,” and that is what I hope to achieve with every client. 

I’m sure you wouldn’t say it’s been obstacle free, but so far would you say the journey has been a fairly smooth road?
Once I took a leap of faith everything seemed to fall right into place. I was able to find a beautiful office space and mostly finding associates that had the same vision as I did. When you have associates who love what they are doing and really enjoy the work environment they are happy, and so are the clients! 

Thanks – so, what else should our readers know about Katie Cox & Co LLC?
Katie Cox & Co LLC is a boutique tax and accounting firm. 

Katie Cox is a talented, passionate, sought out federally license Enrolled Agent who empowers people to achieve their dreams, whether it is a personal or business dream, to eliminate all stresses of accounting and tax, and so much more! With twenty-seven years of experience of preparing Corporate, Partnership, and Personal taxes along with Accounting and Advisory Services, she provides the shortcuts of what works and what doesn’t along with the most up-to-date ever-changing tax laws and tax advantages. Most firms are transactional firms, Katie Cox & Co does transactional items but specializes in advisory and planning for clients, so they are maximizing all deductions, they know what their tax is, they are set up as the correct entity, and mostly clients are educated on how to run their best business practices, and so much more! 

Katie Cox donates her tax, accounting, and advisory expertise within the community to many local charities and many different speaking engagements such as: The Ohio State University, Mount Carmel Hospital, Chamber Events, Financial Advisor Events, Thomson Reuters seminars on taking your practice forward by offering advisory services, and many others. At these events, some people would sometimes forget her name but not her bulldog Beefcake which is the firm’s logo. 

So, before we go, how can our readers or others connect or collaborate with you? How can they support you?
Potential Clients can call into the firm to see if what we offer is a good fit for their particular situation. Katie Cox also enjoys referring out and talking with her colleagues, especially with the ever-constant changing tax code. 

Contact Info:

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