JOHN W HESS EA, ATA
JOHN W HESS EA, ATA
John Hess joined the Firm in 1999. Since 1987 John has been involved with Client Service, Management, Tax and Bookkeeping. He has earned his Enrolled Agent (EA) designation which enables him to practice and represent clients before the IRS. As President, his duties are to provide our clients with the multitude of Financial Services we offer and to work with and train our staff.

Financial Services, Tax Preparation and IRS communication are year-round focuses for John. He has a specialized focus on clergy returns that allows him to help ministers from around the country. Personal 1040 returns, S-Corp 1120-S returns, non-profit 990 returns, and trust 1041 tax filings, among others, are filed routinely by John. He has helped numerous clients with Problems Resolution results with the IRS and State agencies. He prepares state tax returns in all states where filing is required.

John has been published in Investment Advisor magazine. He serves as Area Chapter Director for H.D Vest. The meetings are for training and networking with area Investment Advisors. John maintainas his Securities licenses through continuing education at national and local conferences.

John is currently the Editor/ Publisher of the SC Tax Council’s newsletter The Tax Councilor with a circulation of over 3,000. Through SCTC, NATP and a variety of other continuing education courses, he maintains his tax education each year by attending seminars and update schools.

John is involved in providing the full slate of financial services we offer for our clients. John is Licensed Insurance Agent in South Carolina and North Carolina.

PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS:

Enrolled Agent (2004)
Accredited Tax Advisor (2007)
Holds Series 7, 63 and 65 Securities Licenses
Insurance Licensed in SC, NC
Member National Society of Accountants
Member National Association of Enrolled Agents
Member National Association of Tax Practitioners
Member SC Tax Council
Member SC Society of Enrolled Agents
Member National Society of Tax Professionals
Executive Director, South Carolina Tax Council (2005- Present)
Editor/ Publisher The Tax Councilor

DENNIS M NICHOLS EA, ATA
DENNIS M NICHOLS EA, ATA
Dennis joined the Firm in 1990 and now serves as Treasurer. He received his BS in Business from USC in 1980. He has earned his Enrolled Agent (EA) designation which enables him to practice and represent clients before the IRS. He has also earned his Accredited Tax Advisor designation to better serve his clients’ needs. He is a member of the SC Tax Council and has served as Executive Director. He is also a member of the NATP and NSA.

With a desire to further the services we offer our clients, Dennis initiated the addition of financial services in 1994. As part of this process he also became a Licensed Insurance Agent in South Carolina and North Carolina.

Dennis has written and published several articles for Financial Focus, the Lancaster News business report section.

PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS:

Enrolled Agent (1992)
Accredited Tax Advisor (1992)
Holds Series 6, 62, 63 and 65 Securities Licenses
Insurance Licensed in SC, NC
Member National Society of Accountants
Member National Association of Tax Practitioners
Member National Society of Tax Professionals
Member SC Tax Council
Executive Director, South Carolina Tax Council (1990-2005)
BS in Business Administration, USC, 1980