WHY WORK WITH A CPA PERSONAL FINANCIAL SPECIALIST?

All areas of personal financial planning — including income tax, estate, retirement, investments and risk management — have tax implications, and we have the experience and expertise to comprehensively advise you.

CPAs are the only regulated financial planners. As a trusted adviser, we are in a unique position to provide objective and knowledgeable recommendations so you can make smart, well-informed decisions. A Personal Financial Specialist (PFS™) is more than a financial planner — we are CPAs armed with the combination of extensive tax expertise and in-depth knowledge of financial planning. A founding principle of the AICPA Statement on Standards in Personal Financial Planning Services and the CPA Code of Professional Conduct is “always acting in the best interest of the client,” an exceptionally important factor in selecting a financial planner. Our firm may bring in knowledgeable experts in specialized areas to help with your financial plan. The “always in the client’s best interest” principle extends to them, and we will collaborate closely with them to ensure your interests are the primary consideration.

Joe Dike CPA/PFS PC services include:

  • Accounting and Payroll Services
  • All Tax Return Preparation Services
  • Income Tax Planning
  • Retirement and Investment Planning
  • 401(k) Rollover Planning
  • IRAs and Retirement Plans
  • Estate Planning
  • Education Planning
  • Risk Management Planning
  • Strategic Business Planning

Darla Dike Tax and Bookkeeping services include:

  • Bookkeeping
  • Individual and Small Business Income Tax Preparation
  • Bill Paying
  • Sales & Excise Tax Reporting
  • Quarterly Payroll Tax and Year-end W-2s/1099s
  • Live Payroll
  • After the fact Payroll
  • Quickbooks Pro Certified
  • XERO Certified
  • Online Bookkeeping Solutions

Contact Joe Dike CPA/PFS or Darla Dike Tax and Bookkeeping for an appointment at 903-628-4272. joe@joedikecpa.com or darla@joedikecpa.com