Katie Cox & Co LLC, Boutique Tax & Accounting Firm

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.

Employer-Provided Childcare Tax Credit – Did You Know?Businesses that offer childcare benefits to employees may qualify ...
07/07/2026

Employer-Provided Childcare Tax Credit – Did You Know?

Businesses that offer childcare benefits to employees may qualify for the Employer-Provided Childcare Tax Credit for some of the expenses involved. Eligible costs may include acquiring, constructing, or improving a childcare facility, operating an on-site childcare program, contracting with a qualified childcare provider, or paying for childcare resource and referral services.

Beginning in 2026, the credit generally equals 40% of qualified childcare expenditures (or 50% for eligible small businesses) plus 10% of qualified childcare resource and referral expenses. The maximum annual credit has also increased to $500,000, or $600,000 for eligible small businesses.

Happy 250th Birthday America! Our nation was born in adversity and we’re still in adversity today. It is God Who has bro...
07/04/2026

Happy 250th Birthday America! Our nation was born in adversity and we’re still in adversity today. It is God Who has brought us through every storm and trial, and we need to continue to call on Him for wisdom, direction, and help. Today, let’s thank God for these 250 years of freedom and for His hand of blessing on this nation. Most of all, let us thank God for giving His Son, Jesus Christ, so that we could be free from the bo***ge of sin! -Franklin Graham-

“Blessed is the nation whose God is the Lord…” (Psalm 33:12)

Digital Asset Tax Reporting – Did You Know?If you use a broker for digital asset transactions, such as selling, exchangi...
07/02/2026

Digital Asset Tax Reporting – Did You Know?

If you use a broker for digital asset transactions, such as selling, exchanging, or otherwise disposing of cryptocurrency or other digital assets, you may receive Form 1099-DA. Keep this form with your tax records, as you will need it to accurately report those transactions on your tax return.

New IRS Portal for Reporting Fraud and ScamsThe IRS has launched a new portal that makes it easier to report instances o...
06/23/2026

New IRS Portal for Reporting Fraud and Scams

The IRS has launched a new portal that makes it easier to report instances of tax fraud, identity theft, IRS impersonation and other tax-related scams. On the new webpage (link below), people and businesses can report:

- Fake IRS phone calls, emails, and text and social media messages. Scammers posing as government agents often threaten people with arrest unless they submit immediate payments, often in a specific format like gift cards. The IRS does not operate in this way.
- Suspected tax fraud, such as tax evasion schemes or illegal use of offshore accounts.
- Identity theft, which should always be reported to the IRS immediately, even if other government and law enforcement agencies know about the crime.
- Suspicious tax preparation practices, such as a paid tax preparer refusing to sign your return or altering your income figures.

Citizen reporting often plays a critical role in catching scammers and bringing them to justice. This new system makes the process of filing a report less confusing and much more convenient.
IRS Fraud Reporting Site: https://www.irs.gov/help/report-fraud

The IRS Offer in Compromise Program Helps People Settle Tax DebtsPeople who cannot pay their tax bills in full have opti...
06/17/2026

The IRS Offer in Compromise Program Helps People Settle Tax Debts

People who cannot pay their tax bills in full have options to resolve the situation. One of these options is the Offer in Compromise (OIC) program, which allows eligible people to settle their debts with the IRS for less than the full amount owed.

Anyone interested in submitting an OIC proposal should begin by checking whether they qualify for the program, which can be done using the IRS Pre-Qualifier tool online (link below). People who meet the basic eligibility requirements may then submit an OIC application. In most cases, the application must be accompanied by a $205 fee and an initial payment toward the tax debt. However, these requirements may be waived for lower-income applicants.

An OIC application must be carefully prepared and provide detailed information to the IRS. Beware of aggressive ads touting supposed opportunities to settle tax debts quickly for a small fraction of the amount due. The agencies behind those ads, known as OIC mills, charge high fees to churn out applications, most of which get rejected by the IRS. A trusted tax professional can help ensure that an OIC application is complete and accurate, and has a reasonable chance of acceptance.

OIC Pre-Qualifier Online Tool: https://irs.treasury.gov/oic_pre_qualifier/

Quarterly Estimated Tax Payments – ReminderIf you are making quarterly estimated tax payments to the IRS, the due date f...
06/11/2026

Quarterly Estimated Tax Payments – Reminder

If you are making quarterly estimated tax payments to the IRS, the due date for the April 1–May 31, 2026, payment period is coming up next Monday, June 15, 2026.

If you use IRS Direct Pay, payments can generally be made until 11:45 p.m. ET on the due date. If you pay by credit or debit card through an IRS-authorized payment processor, payments can generally be made until 11:59 p.m. ET on the due date.

06/07/2026

Take that leap of faith!

Summer Activities and Taxes – Did You Know?Summer is a time to relax and have fun, but some seasonal activities may have...
06/03/2026

Summer Activities and Taxes – Did You Know?

Summer is a time to relax and have fun, but some seasonal activities may have tax consequences. Being aware of them now may save you time and hassle later.

If your child attends a day camp so you can work or look for work, some of the cost may qualify for the Child and Dependent Care Credit. Be sure to keep records and obtain the camp's tax identification information.

Students with summer jobs may be entitled to tax refunds if income tax is withheld from their pay. Adults earning income from seasonal, part-time, or gig work may need additional withholding or quarterly estimated tax payments.

Summer is also a popular wedding season. If you change your name after marriage, update your records with the Social Security Administration. If you move, update your address with the IRS and submit a new Form W-4 to your employer so your withholding reflects your current tax situation.

National 529 Day – Did You Know?If you put money into a 529 education savings plan, earnings may be withdrawn federal in...
05/29/2026

National 529 Day – Did You Know?

If you put money into a 529 education savings plan, earnings may be withdrawn federal income tax-free when used for qualified education expenses. Qualified expenses can include tuition, fees, books, supplies, computers, and for students enrolled at least half-time, certain room and board costs.

While 529 contributions are not deductible for federal income tax purposes, many states offer a full or partial state income tax deduction or credit for contributions. Some states and plan sponsors may also offer special incentives around National 529 Day.

Recent law changes expanded the use of 529 plans. In 2026, up to $20,000 per year, per student, may be used for qualified K–12 education expenses at public, private, or religious schools. Prior years were generally limited to $10,000 annually.

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

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