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Never Just A Number.

Tax Planning & Return Preparation

Strategic Tax Services that Make a Difference at Year End

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you’re an individual, sole proprietor, or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice—whatever your tax planning and preparation needs.

We also offer comprehensive Estate Planning, Fiduciary Income Tax Return Preparation, and Gift Tax Return Preparation. We recognize the importance of planning for the orderly transfer of your assets to your beneficiaries. We can create a well-structured estate plan to ensure that your family’s security and your estate are well protected.

Our dedication to you doesn't stop after April 15th. We view our relationships with our clients as ongoing partnerships, working with you throughout the year to develop a highly personalized plan with tax saving strategies that are tailored to your unique circumstances. We are diligent about remaining up-to-date on the changing tax laws that affect you, and are committed to examining all of the tax-saving opportunities available to you. We will minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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What our clients are saying...

  • "We consider Ocker & Associates, PC a trusted partner with us as we operate our trucking company. We rely on them to keep us informed on tax law changes and the implications for our business. We value the firm's perspective as a small business owner..."
    - Willie & Anita Forry, Forry Transport, Inc.
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  • "I have been with Ocker & Associates, PC since I began my company back in 2009 and have been very pleased the entire time. They are very personable, reliable and responsive; with reasonable fees. I see them as my partner rather than my accounting firm..."
    - Ed Franchi, 4U Management, LLC
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  • "Ocker & Associates, PC provides me with outstanding financial services. Ever since I acquired my business, I have been guided through many seamless transactions, and have been given monthly financial guidance and strategies to maneuver my business..."
    - Paul Keener, Jr., Keener, Inc.
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  • "Ocker & Associates, PC have performed my business, retirement, and personal accounting needs for over 12 years. They are consistently accurate and timely with all of my needs and questions. I am always guided in a legal and professional manner..."
    - Scott Coyle, Scott & Co. Fine Jewelers
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