tonyfloor.jpg (29867 bytes)

The Financial Lab-oratory News
Providing Financial, Tax and Estate Planning Services

Joe H. Hicks Jr. CPA/PFS  
4403 Harbinger, Mesquite, TX 75150
Phone: 972-329-5040  Fax: 866-234-1249

E-mail  Us

Mapquest   

 

mastercard.gif (1516 bytes)visa.gif (1256 bytes)

Joe's practice focuses around  Tax Returns, Financial Service, 401K roll overs,   Estate planning and  Income Distribution Planning.


Joe holds the AICPA certification of "Personal Financial Specialist" and is a member of the PFP "Personal Financial Planning section of the AICPA.

The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs

CPA e-mail should be sent to hicks.j@tx.rr.com .

Important Tax & Financial Calculators

What is my potential estate tax liability-

2011 federal income tax estimator

Capital gains (and losses) tax estimator

How much of my social security benefit may be taxable-

What are my needs for burial and final expenses-

What may my 401(k) be worth-

 

 

 


Office hours Monday through Thursday 10:00am to 5:00pm by appointment
Friday - in and out of office, call before coming. Drop box by the door
Business phone answered most any time.



Visit us on Facebook for more current information


Goals:

My clients come first, their needs and goals will be addressed in a professional manner with close attention to their requirements.

Policies:

As a fiduciary I will adhere to those professional standards of my profession at all times.

Other Calculators

Should I itemize or take the standard deduction-

Tax freedom day

Do I have too much debt-

Advantages of a 529 College Savings Plan

How much home can I afford-

Should I convert to a bi-weekly payment schedule-

How much life insurance do I need-

What is my life expectancy-

What may my 457 Plan be worth-

What is a CPA Personal Financial Specialist?

A Personal Financial Specialist (PFS) is a Certified Public Accountant (CPA) who meets the financial planning requirements established by the American Institute of Certified Public Accountants (AICPA). The credential is awarded only to CPAs who demonstrate the requisite experience, education, examination, and ethical standards established by the AICPA.

What are the requirements?

In order to obtain the PFS credential, an applicant must:

  • Be a CPA in good standing
  • Be a member in good standing with the AICPA
  • Earn a minimum of 80 hours of personal financial planning education
  • Pass a comprehensive Personal Financial Planning exam
  • Have at least two years (or 3,000 hours equivalent) of full-time financial planning business experience
  • Agree to be bound by the AICPA Code of Professional Conduct
  • Meet continuing education requirements

In addition Joe is insurance licensed in the State of Texas and has passed the Series 6 & 7 Investment exams

Expiration date 31 July 2014

Link to our Location

Additional information can always be found at the IRS Web site, http://www.irs.gov.

U.S. Savings Bonds on the Web