Hoy & Kleinmeyer. That's what the H & K stand for. I am Brandon Kleinmeyer and John Hoy is my grandpa. He started doing taxes over 40 years ago. As a kid I would visit him during the early spring and go with him as he went to his clients houses to pick up their returns. I had no idea at the time I would follow in his footsteps. Over the last several years I worked side-by-side with him, learning about taxes from a man who has been doing them longer than I have been alive. In 2017 he turned 76 years old and decided it was time to start slowing down. I formed H & K Tax to formalize the business and we started slowly switching clients from him to me. With the switch to H & K Tax came new services and features that an old school person like my grandpa just didn't want to mess with. We now offer many of the same services as your chain tax prep places: e-file, refund advance (up to $9500), the ability to pay tax prep fees with your refund, remote tax prep, and more.
The plan with H & K Tax was to be a gradual succession plan. My grandpa was to keep a few clients on his own books to keep busy while the rest transferred to me. Unfortunately in April of 2018, just 5 days before the end of tax season, he had a stroke. Mentally he is fine but nearly 2 years later and he is still in rehab. Our gradual succession plan turned into an instant one and I now run all of H & K Tax day-to-day operations.
In addition to training with my grandpa for the better part of a decade, I also participate in the IRS Annual Filing Season Program (AFSP) that requires a minimum of 11 hours of Continuing Education, a 6 hour Annual Tax Refresher, and 3 hours of Ethics (20 hours total). This program, along with the additional CE classes, not only keep me up-to-date on the TCJA (tax-cut and jobs act), but have opened the door for me to offer services and advice you wont find at Block, Hewitt, or Liberty Tax.
My grandpa and I are 2 guys that love doing taxes. Two situations can be similar, but they are never the same. That is part of the fun. The new tax laws have made things even more interesting (and complicated). I am an AFSP (Annual Filing Season Program) participate and an ERO (electronic return organizer). This gives me the ability to prepare your returns and electronically file them. I am currently working on becoming a Quickbooks ProAdvisor as we do offer bookkeeping services as well.
I am NOT a CPA or Enrolled Agent.This means I do not offer full accounting services and I have very limited power to represent you in case of an audit. That does not mean that I do not know what I am doing. The process to become an Enrolled Agent is expensive and time consuming. My rates are significantly less than what you will find and H & R Block and other similar places and I would like to keep it that way. I can still help with tax issues and respond to IRS notices. I also offer Audit Protection service for a small fee if you are worried about that. My fees + audit protection are still typically lower than anyone else.