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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm

Katie Cox & Co LLC, Boutique Tax & Accounting Firm

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Dublin, OH
Katie Cox & Co LLC, Boutique Tax & Accounting Firm

We specialize in tax planning & preparation, accounting & financial statements, & business advisory services.

We are here to help you through the ever changing tax codes while implementing tax strategies that will help your unique situation.

05/25/2026

Today, we remember those who made the ultimate sacrifice for our freedom. 🇺🇸 Thank you!

05/20/2026

Qualifying Dependents – Did You Know?

In addition to your children and parents, a number of other individuals may qualify as your dependents for tax purposes. Important factors can include the person's income, how much support you provide, and how much of the year the person lives with you. In some limited cases, even a non-relative who lives with you year round as a member of your household may qualify as a dependent.

05/12/2026

Health Savings Accounts - Did You Know?

Changing jobs? If you have a health savings account (HSA), you can take it with you. Unlike flexible spending accounts (FSAs), which are usually tied to your employer, your HSA belongs to you. You can continue using your HSA funds after leaving the job where you opened the account. However, you may make new HSA contributions only if you remain eligible to contribute. To remain eligible, you generally must be covered by an HSA-eligible high-deductible health plan (HDHP) and have no disqualifying coverage.

05/08/2026

Receiving Online Payments - Did You Know?

If you are self-employed and receive payments through online payment processing platforms, take care to separate business and personal transactions. You can do this by setting up separate business accounts on the platforms, or by using features that allow you to specify the purpose of payments. Otherwise, the platforms may overreport your income.

04/30/2026

Updated Withholding Estimator Available for 2026

Having the right amount of tax withheld from your pay protects you against unpleasant spring surprises, while ensuring that you do not unnecessarily sacrifice take-home pay. The IRS recently made important updates to its Withholding Estimator tool (link below), to account for tax law changes enacted in 2025. Those changes include the "No Tax on Tips" and "No Tax on Overtime" deductions, the car loan interest deduction and special deduction for seniors, and the new deduction rules for charitable donations.

Verifying the accuracy of your withholding a couple of times a year is especially important if you and your spouse both work, or if you owed tax this spring, work multiple jobs, or have self-employment or investment income. It is also a good idea to complete a withholding checkup anytime you experience a major life change like marriage, or the birth or adoption of a child. Using the Withholding Estimator typically takes 25 minutes or less, and you do not have to log in or provide any personally identifying information. If an adjustment to your withholding is needed, the tool can help you complete a new W-4 form to submit to your employer.

IRS Withholding Estimator Tool: https://www.irs.gov/individuals/tax-withholding-estimator

04/21/2026

IRS Impersonation Scams – Did You Know?

Criminals continue to use IRS impersonation scams to steal money and personal information. Understanding how the IRS actually communicates can help you recognize and avoid these schemes.

The IRS generally initiates contact by sending a letter through the mail on official letterhead. If you have an IRS online account, you can log in to verify whether a notice is legitimate. If you are unsure, you can contact the IRS directly at 800-829-1040.

Scammers, however, often pose as the IRS in several ways:

By mail: Fake letters may look official but include incorrect contact details or suspicious language such as “in relation to your unclaimed refund.”

By email or text: The IRS does not initiate contact this way. Messages promising refunds, credits or urgent fixes often contain links to fraudulent websites designed to steal your information.

By phone: Scammers may leave threatening messages or demand immediate payment using gift cards or other unusual methods—tactics the IRS does not use.

In person: Unannounced visits are extremely rare. Most legitimate IRS appointments are scheduled in advance by letter.

If you suspect a scam, do not respond, click links or share information. Instead, contact the IRS using an official phone number to verify the situation.

04/19/2026

Top-tier tax professionals: this is for you.

Katie Cox & Co. isn’t a volume shop—and we’re not looking for average.

We’re a boutique tax and advisory firm based in Dublin, Ohio, working with high-level clients who expect more than compliance. We deliver strategy, planning, and real results. If your idea of tax work is just preparing returns, this won’t be a fit.

We’re looking for a CPA or EA with 12+ years of experience who operates at a high level:

• You think like an advisor, not a preparer

• You’re comfortable owning client relationships

• You can identify opportunities others miss

• You don’t need hand-holding

What you get:

• 90% remote, independent contractor role

• Flexibility and autonomy—no micromanagement

• Sophisticated, strategy-driven client work

• A firm that values expertise and execution—not busywork

What you won’t get:

• Low-level, high-volume return churn

• Layers of bureaucracy

• Being treated like a cog in a machine

This is a role for someone who knows their value and wants to do meaningful, high-impact work with the right clients.

If that’s you, submit your resume at [email protected]

04/17/2026

IRS Online Business Accounts Now Available to Partnerships & Tax-Exempt Entities

The IRS has expanded its Business Tax Account (BTA) service, which enables businesses to handle many federal tax matters online. Previously, only sole proprietors, S corporations and C corporations could use the BTA platform. Now, partnerships (including LLCs that file taxes as partnerships), along with many tax-exempt organizations, can benefit from the convenience of a BTA as well.

Tasks that can be readily completed through the BTA system include checking tax balances, making payments, viewing payment histories and downloading digital IRS notices. In addition, BTA users can access payroll and income tax return transcripts, seek help with compliance concerns, or verify the accuracy of a business name or address on file with the IRS.

Many government entities, including tribal governments, also qualify to use the expanded BTA service.

IRS Business Tax Account: https://www.irs.gov/businesses/business-tax-account

04/16/2026

While we’re known for throwing epic Tax Day celebrations-complete with rare bourbons, ci**rs, and live entertainment—this year we kept things a little more low-key… but the gratitude is just as big.

To our incredible clients, dedicated team, and trusted colleagues—thank you for making this season such a success, as always. Your partnership means everything to us!

Happy Tax Day!

Address

6605 Longshore Street Suite 240
Dublin, OH
43017

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm

Telephone

+16144038619

Website

http://www.boutique-tax.com/

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