Business Details
45 Years
experience
Expert CPA Services for Tax Savings in Frisco
For over 35 years, Joe C. Hockaday CPA has provided tailored accounting and tax solutions to individuals and businesses. Our team combines deep expertise in tax law, business strategy, and financial planning to maximize savings while ensuring compliance. We prioritize personalized service, leveraging our collective experience as former CFOs, auditors, and financial professionals to deliver creative, IRS-compliant strategies.Our proprietary Optima Program helps qualifying clients save $2,000 to $20,000 annually through legal deductions. We emphasize transparency, ongoing education, and proactive problem-solving to build long-term trust with clients and employees alike.
Services
Tax Preparation
Optima Program
QuickBooks Services
Business Consulting
IRS Representation
Audit Defense
Payroll Services
Tax Planning
Bookkeeping
Financial Strategy
Details
- Year established: 1981
Highlights and features
- We offer 35+ years of CPA expertise in tax and business strategy
- Our team includes former CFOs and financial industry professionals
- We guarantee personalized service tailored to unique client situations
- Our Optima Program legally saves qualifying clients $2,000$20,000 annually
- We provide IRS-compliant creative solutions not offered by typical preparers
Associations and certifications
- American Institute of CPAs
- Texas Society of CPAs
What people say
Experienced and knowledgeable CPA
Personal hands-on service
Saved significant tax dollars
Responsive and thorough
Trusted advisor
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to maximizing deductions while maintaining full IRS compliance. Our CPAs analyze each client's unique financial situation to identify savings opportunities beyond standard software capabilities. With 35+ years of experience, we handle complex returns for startups, mid-sized businesses, and high-net-worth individuals.
Optima Program
This proprietary strategy leverages IRS code provisions to legally reduce family tax burdens by $2,000$20,000 annually. We structure family employment arrangements and medical expense deductions to shift income to lower tax brackets while maintaining full compliance. The program includes ongoing optimization to adapt to changing tax laws.
IRS Representation
Our team provides comprehensive representation during IRS and state tax audits, including preparation strategy and direct communication with examiners. We develop evidence-based defense strategies for income tax, payroll tax, and sales tax audits. With proven success in complex cases, we minimize penalties and resolve disputes efficiently.
Business Consulting
We offer strategic guidance for business formation, financial planning, and operational optimization. Services include entity selection, cash flow management, and growth strategy development. Our consultants combine accounting expertise with real-world business experience to create actionable plans that improve profitability and long-term sustainability.
QuickBooks Services
From system setup to monthly close assistance, we provide complete QuickBooks support tailored to business needs. Our services include training, financial statement preparation, and process optimization. We help businesses leverage QuickBooks features to improve financial visibility and operational efficiency while maintaining accurate records for tax purposes.
People
Joe C. Hockaday
Founder and CPA
Dallas native with 35+ years of experience, former Ernst & Whinney auditor, SMU graduate, and CPA since 1981. Specializes in complex tax strategy and business consulting.
Pam Allan
Executive Vice President and CPA
CPA with extensive small business expertise, joined in 2014, provides strategic financial guidance and tax planning solutions for diverse industries.
Deepti Dominic
Tax Manager
CPA licensed in 2017, specializes in individual and business tax returns, brings international accounting perspective from India, focuses on accuracy and compliance.
Deina McNabb
Director of Accounting & Operations
Manages accounting operations and client service delivery, ensures high standards of customer service and process efficiency across all firm activities.
Lindsay Strittmatter
Tax Manager
CPA handling tax return preparation and bookkeeping services, UC Santa Barbara graduate with expertise in individual and business tax compliance.
Questions
What accounting services do you offer?
We provide tax preparation, IRS audit defense, business consulting, QuickBooks support, and our proprietary Optima Program for tax savings.
How does the Optima Program save money?
This IRS-compliant program legally shifts income to family members in lower tax brackets, saving qualifying clients $2,000–$20,000 annually.
Do you handle IRS audit representation?
Yes, we provide comprehensive audit defense for federal, state, and sales tax examinations with proven success in complex cases.
What experience do your CPAs have?
Our team includes former CFOs, auditors, and financial professionals with 35+ years of combined experience in tax law and business strategy.
How do you charge for services?
We offer transparent pricing with rates typically below major chains, including fixed fees for standard tax preparation and customized proposals for consulting.
