Services for Individuals and Families

Hicok, Fern & Company provides full services for individuals to meet all your financial planning and tax preparation needs. From big-picture planning for the future to explaining the nuances of tax laws, rules, and regulations, we have the specialized knowledge to help you better understand and navigate your finances.

 

Financial Planning

Financial Planning Hicok, Fern & Company is a great partner for anyone who seeks peace of mind about their financial future.  We are able to prepare detailed personal financial statements for banking needs or other purposes.  We can help you prepare for life’s...

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Business Continuity and succession of ownership planning

Business Continuity & Succession of Ownership Planning Having a plan established for succession of ownership is an essential step to ensuring that your business’ future is secure.  For business owners, the legacy of your business depends on having the best...

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Compilation and Review

Compilation & Review Compilation Hicok, Fern & Company can generate formal financial reports prepared from accounting records. These statements may include a balance sheet, statement of retained earnings, statement of income and a statement of cash flows....

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Audits

Audits Financial statements summarize the financial status and results of operations of a business entity. Hicok, Fern & Company provides formal financial reports prepared from accounting records. Those statements may include a balance sheet, statement of retained...

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Business Valuations

Business Valuations Determining a company’s value is a highly complex process. We consider the nature of the company, its history and economic outlook, financial condition, earnings capacity, dividends, prior stock sales and values, locations, quality of management,...

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Client Accounting

Client Accounting Hicok, Fern & Company realizes many businesses would rather concentrate on business than handle meticulous accounting work. That is why we offer a complete line of accounting services to ease this burden for our clients. Whether you are looking...

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Estate & Trust Planning

Estate & Trust Planning Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For...

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Individual Tax Planning & Preparation

Tax Preparation For Individuals Tax law is constantly evolving and can overwhelm taxpayers with uncertainty. Hicok, Fern & Company provides complete and diversified tax services including federal, state, and local tax return preparation. We understand the...

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