Mayfield, KY CPA / Fox and Company CPA

Free Initial Consultation

There is no charge for your initial consultation; we view our meeting as critical to mutually determining the potential of a positive relationship. Although the questionnaire and subsequent free initial interview are two of the tools we use in making an assessment, please be assured that there are no correct or "right" answers to these questions. The straightforward fact is that due to the unique makeup of our firm and the goals we set to accomplish for our clients, not all prospects fit the profile that enables us to provide the services required.

Our Pricing Policy - Fixed Price Agreements

We do not price our services by the hour. Instead, we sit down and discuss the scope of services we will provide in advance and prepare a Fixed Price Agreement with you. We believe that the true value is determined by each party. No two relationships are equivalent; therefore, no two engagements will have the same price and terms. Accordingly, a comparison between your needs and wants with those of your acquaintances generally does not produce valid information. Just as much as your relationship is confidential between you and our firm, we cannot discuss the terms and conditions of your friends and acquaintances that may happen to have relationships with our firm as well. We have found - as have our clients - that Fixed Price Agreements keep us accountable to you all year long, and everyone benefits from the relationship that ensues.

Fox & Company Team Members

Johanna Fox Turner, CPA/RLP^®, CFP, Pres. Owner of Milestones Financial Planning, LLC Income Tax Planning and Preparation Business Consultation Retirement Planning and Financial Life Planning Specialties Investment Management and Advice Hometown: Mayfield, KY Education: BS in Accounting from David Lipscomb College where she was valedictorian of her class. She has her CPA and, most recently, CFP^® (Certified Financial Planner) certifications. About Johanna: She lives in Mayfield with her husband, Bob and when she's not in the office you can find her riding her bike in the country. Fact: For three years Johanna was a majorette in high school and twirled fire batons at football games!
Paul D. Bell, CPA, Vice President Advanced QuickBooks ProAdvisor Certified QuickBooks Point-of-Sale ProAdvisor Certified QuickBooks Enterprise ProAdvisor Intuit Trainer/Writer Network Intuit Ambassadors Program Microsoft Partner Small Business Advice Hometown: Louisville, KY Education: BS in Accounting from Murray State University. He recently earned his CPA license and is a Certified QuickBooks ProAdvisor. About Paul: He lives in Coldwater (Murray) with his wife - and high school sweetheart - Lisa. Paul enjoys tennis, basketball, playing guitar and video games, and recently shot his first "hole-in-one" golfing! Fact: Paul loves watching sports and visiting family in Atlanta, Nashville, Louisville and Memphis. He likes rock music (Beatles, Incubus, Foo Fighters), comedian Adam Sandler, and his best friend is TiVo!
James Koinis, Director of Marketing Advanced QuickBooks ProAdvisor Certified QuickBooks Point-of-Sale ProAdvisor Certified QuickBooks Enterprise ProAdvisor Intuit Trainer/Writer Network Microsoft Certified Professional Microsoft Partner Small Business Advice Technology Advisor Hometown: Toledo, OH Education: BS in Accounting from Murray State University with a Finance option. He is a Microsoft Certified Professional and a QuickBooks ProAdvisor. About James: He lives in Lone Oak with his wife, Misty, and their children, Lani and Camden. He enjoys golfing and spending time with his family. Fact: James once rode his bike over 400 miles from Toledo, OH to the Mackinaw Bridge which connects the upper and lower peninsulas of Michigan!
Michelle Neiswender, MBA, Certified Bookkeeper Office Manager at Milestones Financial Planning, LLC Fee-Only Investment Advice Series 65 License Financial Planning Apprentice Hometown: Oxnard, CA Education: BS in Business Administration from California State University with an emphasis on Business Law and an MBA from Murray State University. About Michelle: She lives in Mayfield with her husband, Thom and daughter, Sara. She enjoys reading, quilting, playing with her daughter, attending church functions and visiting family and friends. Fact: Michelle is a blue belt in karate (fifth level), has gone whitewater rafting in CO, and once even jumped out of a perfectly good airplane!
, Office Manager Certified QuickBooks ProAdvisor BackOffice Accounting Payroll services Office Administration Client Services Hometown: Education: Fact:
Amy Glover, Bookkeeper Certified QuickBooks ProAdvisory BackOffice Accounting Payroll services Client Services Hometown: Mt. Pleasant, TN Education: BBA from Freed-Hardeman University About: Amy lives in Mayfield with her husband, Kenny and two children, Minlie and Jackson. She enjoys reading, painting and crafting, watching NFL football and college softball, and playing Wii with her family. She attends Bethel Church of Christ, where her husband preaches. Fact: Amy enjoys traveling and has been as far north as Niagra Falls, Canada and as far south as the Bahamas!