The Tax Advisor Who Prays, Hunts, and Took a Bullet — Katie Cox’s Story

Anthony Codispoti (00:00)
Welcome to another edition of the Inspired Stories podcast, where leaders share their experiences so we can learn from their successes and be inspired by how they’ve overcome adversity. My name is Anthony Cotus-Bode, and today’s guest is Katie Cox, owner and enrolled agent at Katie Cox & Company.

They are a boutique, tax, and accounting firm in Dublin, Ohio. Now her journey into accounting began with an unexpected inspiration, the TV show Miami Vice. It sparked her childhood dream of becoming an FBI special agent. Driven by this goal, she pursued degrees in accounting, criminology, and business administration from the Ohio State University and Franklin University.

She made a bold move to leave a firm she’d been at for 25 years and start her own firm in the midst of COVID. Katie Cox & Company is a faith-based firm focused on personalized tax planning, preparation, and business advisory services. Her company’s mission is to help clients maximize deductions, optimize their business structure, and feel confident about their financial decisions. They stand out by offering advisory-first solutions

rather than simply handling routine tax filings. All right, before we get into all that good stuff, today’s episode is brought to you by my company, Ad Back Benefits Agency, where we offer very specific and unique employee benefits that are both great for your team and fiscally optimized for your bottom line. Imagine being able to give your employees free access to doctors, therapists, and prescription medications. And here’s the fun part.

the program actually puts more money into your employees’ pockets. And the companies too. One recent client was able to increase net profits by $900 per employee per year. Now results vary for each company and some organizations may not be eligible. To find out if your company qualifies, contact us today at adbackbenefits.com. All right, back to our guest today, Katie Cox. Thanks for making the time to share your story today.

Katie Cox (02:09)
Thank you so much for having me.

Anthony Codispoti (02:11)
All right, Katie, so I got to hear about this Miami Vice story. Hugely popular crime show in the 80s. How did this lead you into the accounting and tax world?

Katie Cox (02:15)
Yeah.

It was so crazy. you know, was Friday night, 10 o’clock at night on NBC. That was where everybody in the world was watching Miami Vice. I was 11 years old when that show came out. And that was the first time I saw Don Johnson playing Sonny Crockett and totally fell in love with him. But what really drew me to that show was, you know, the fast cars. The music was incredible, if you remember, you know, with Phil Collins and all that.

It was just such an exciting TV show. But what really stood out to me was when the FBI would come in and they would take over the case. And, you know, they’re always dressed in suits and they would take over all the chaos of the show. And I just remember thinking, you know what? I want to be in charge. I want to be that person that takes over. I want to be that suit. So that’s kind of how that all happened. And when I was graduating from high school,

long time ago, the FBI, they were recruiting law students and accountants. And so that’s why I got my accounting degree was so I had the chance to get in the FBI.

Anthony Codispoti (03:29)
Okay. And how did that go?

Katie Cox (03:31)
Well, that went great. I took the test, passed it. was getting ready to go to Quantico. And then I guess I just got a little nervous. My mom was very ill at the time, and the firm that I worked at wanted to make me a partner. So I decided not to go in the FBI and ⁓ stayed in public practice. And I really kind of regret that a little bit.

Anthony Codispoti (03:56)
Even still today, you wish you had gone the FBI route.

Katie Cox (04:00)
Yes, now I did do something crazy this year. I graduated from the FBI Civilian Academy. That was in May. It was like a couple months of classes and I got to learn everything about the FBI. So was reliving my childhood dream. But they do a lot of charity work, believe it or not, that the FBI does. So anytime there’s a victim or victim’s family,

They will come in and help provide resources, whether, you know, if the victim needs ⁓ physical therapy, help paying rent, or God forbid, you know, if they passed away, they help with funeral costs. So they work with nonprofits to help the victims. So that’s kind of what I do right now with the FBI is when they need some funds, I’ll reach out to my clients or people that I know that have a charitable giving side.

and they don’t want to just give it to the church or the same usual things. They actually want to give it to people to help. I’ll reach out to them and the FBI ⁓ helps them. So that’s a pretty cool thing.

Anthony Codispoti (05:05)
What was that civilian training like?

Katie Cox (05:08)
It was so great. I got the opportunity to meet so many ⁓ special agents and I got to learn about, ⁓ gosh, weapons of mass destruction, terrorists, ⁓ the canine unit that they have. It was just such an eye opening of learning everything that they do. And then I got this incredible opportunity.

to go to DC and tour the FBI headquarters, the DEA, and got to speak one-on-one with the special agents. So that was really cool.

Anthony Codispoti (05:44)
Now, how was that training helpful for, it sounds like what you do for them now is as needed, help to raise some funds to help people out. How did that training kind of help prepare you for that?

Katie Cox (05:56)
Yeah.

So, you know, I didn’t even tell you this. Also with that training, which is the most important piece, I got to shoot sniper guns. I got to knock indoors with, ⁓ my gosh, I can’t think of the thing where you pound in the door. I got to do that. I got to wear the ⁓ the SWAT gear. So I got to train with the SWAT team. I got to see how they used drones, which was really cool.

flying through glass and things like that. So I got to see all that cool fun side. But in reality, I think because I’m a business owner and I’m in the community and I know a lot of people, so when the FBI needs help, I can help them with, you I might know someone who they need to speak to. So that’s really what they were trying to do is just get, yes.

Anthony Codispoti (06:49)
Your trusted resource, you’re a friend of the,

a friend of the FBI now. Got it. Now you mentioned one of the reasons you decided not to go into the FBI is the firm that you were working at ⁓ was offering to make you a partner. Was that Harper and Company or was that, was this another group?

Katie Cox (06:54)
Yeah.

Yeah, so it used to be started out as David Warner and Associates. Then it was Warner and Harper and then it was Harper and Co. So it was the same owner is just changing names. Dave left and then it was just Glenn Harper. So yeah, so it was like the same firm, but different people left. And yeah, I was there for 25 years and it just.

wasn’t right for me anymore. know, change is hard. You get comfortable and ⁓ even if it’s not healthy, you still kind of stay in places where you probably shouldn’t be. ⁓ But when I was there, I learned what type of leader I wanted to be and I learned what type of firm I wanted to create. And I really wanted to create an amazing environment for my associates, for them to be valued and

feel appreciated and have flex time and just create a really amazing environment for my associates. And then I wanted to give exceptional beyond exceptional service for my clients. And then ⁓ it became a reality. I left during COVID and there was really never a good time to leave, but COVID was probably the worst time to leave, it actually, yeah, it actually.

Anthony Codispoti (08:27)
I was gonna say why then? Of all the times.

Katie Cox (08:31)
It worked out really well. mean, and again, change is so hard to do, but ⁓ I did it and my vision became a reality and creating the greatest environment leads to the greatest results. And that’s literally what happened with my firm.

Anthony Codispoti (08:50)
What was the trigger? Why exactly at that moment during COVID? Was it just sort of like, this idea is just percolating in me, it needs to come out right now? Or was there something else in outside force that said that this is the right time?

Katie Cox (09:05)
Yeah, I think there was just like a whole bunch of things that were coming together. And I came home from work one day and I was very upset. And my husband was like, Katie, the God is holding the door open. You just have to walk through it. And I’m like, you’re right. It’s time to do it. I just got to do it. And it was the greatest thing I’ve ever done. It’s been the greatest joy. And I just wish I would have done it a long time ago.

Anthony Codispoti (09:31)
Okay, so you pulled the ripcord during COVID. How did you get your first set of clients?

Katie Cox (09:36)
So it took a while for my old firm to release some of my clients. And you’re going to think this is crazy, but being in Bridge Park is pretty expensive, Having office space, software is $80,000 a year. And I wasn’t sure what I was going to do because I didn’t really have the clients. I got down on my knees and asked God.

I took the sleep of faith, please help me, what am I gonna do? And then I went down to Pince Mechanicals to have a beer. And I met some gentlemen down there and they had all these questions about taxes and I was able to answer it and I got this big firm there. two days later, another firm came up to my office and they saw my sign, it’s my dog Beefcake on the sign. And they were asking, who’s this chick with a bulldog? We wanna meet her.

They’re a very big company too. have a location in Cincinnati and Columbus. And no joke about a total of 30 corporate clients came to me within just a few weeks. That’s pretty much unheard of. That’s like a spiritual miracle. On my entire career, the most you could get would be maybe two to four clients per year, but it literally was 30 corporate clients. And then I was like, okay, God, I think I have enough work.

Anthony Codispoti (10:47)
What?

Katie Cox (11:03)
And it didn’t matter that I didn’t get my clients yet for my old firm. It took like a couple months to get it. ⁓ So yeah, God just has a way to provide. I think I just had to show him ⁓ how much I had faith in him and believed in him. So that’s how that happened.

Anthony Codispoti (11:21)
I think on behalf of all my listeners, I want to ask the question of what exactly did you say in that prayer? So that’s a magic prayer.

Katie Cox (11:30)
Yeah, pretty much. Just I took the leap of faith. Please help me. What am I going to do? Those were literally the words that I said because I took my money out of my retirement. It was great because I had COVID, so I didn’t have to have that 10 % penalty when you pull that out. So it was good that I got COVID so I could avoid that penalty. I took that money out. I took everything out that I had to create this business.

Anthony Codispoti (11:57)
Wow. Yeah. And like what you’re talking about for people who don’t know, we’re both here in central Ohio. Bridge Park is not a cheap rent area. You know, when you’re starting a business, lot of people are like, hey, I’m just going to do it. Dining room table. But like you went all in and you’re talking about like $80,000 in software costs. You’re like, I’m doing this. shoot. Where are the clients? ⁓ And so this prayer that you throw out to God, what was the energy of that prayer? Was this like

Katie Cox (12:18)
Yeah.

Anthony Codispoti (12:26)
desperation? Was this just like calm confidence? What were you feeling in them?

Katie Cox (12:32)
⁓ I think I was feeling so many different emotions ⁓ because going out on your own, it’s a scary thing, right? And I have this conversation with my business clients that come to me, you know, they have this calling, they feel like they’re supposed to do something more, but they’re afraid and they want to stay in their W2 job. They know it’s safe, they’re, you know, something just pulling and tugging at them. I truly believe that’s the Holy Spirit.

calling them to do what their divine purpose is that God is calling them to do. So I believe that God gives ⁓ people a vision of thought and then they just have to execute it. you know, figuring out my purpose in all of this, I realize I think I’m here to help calm that voice down that’s giving you those doubts because I went through it. I can really relate to my other clients.

And you know, God wants you to succeed in all areas of your life. So you just have to believe and take that risk because someday we’re gonna have to meet our maker. And if he asks you, hey, I gave you this, all these talents, all these gifts and you didn’t use it. And what are you gonna say? I was too afraid? Like you can’t be afraid. How many times does it say in the Bible, do not be afraid?

Anthony Codispoti (13:53)
So do you find yourself almost being like a little bit of a life coach to your clients?

Katie Cox (13:59)
Yeah, I think it’s, I think that’s where the faith based firm comes in. And it’s amazing. My associates, all of us, we pray for our clients, we pray for each other. We pray together. You know, if a client comes to us and, you know, if they didn’t file something that they were supposed to, and now we’re filing the right way, we’re like, please, God, let this go through just fine, you know, so we’re just always praying for for everybody.

⁓ Because when people come to us, they’re generally upset. They have complicated issues. Either the partnership is breaking up or there was a death in the family. They have all this money that was inherited. There’s a fight between siblings. There’s just all these emotions when they come. So yeah, not only do we get your filings completed, tax planning for you, but we also pray for you and help you. And all of us really do care for our clients.

Anthony Codispoti (14:58)
Now is that prayer? Is that a separate line item on my quarterly invoice?

Katie Cox (15:03)
It should be.

Anthony Codispoti (15:07)
So I want to hear more about this faith-based accounting. What does this mean exactly? Do you only take clients who share the same faith values as you?

Katie Cox (15:11)
Thank

No, not at all. We’re open to everybody. ⁓ We have a lot of atheist clients. ⁓ We have a lot of clients that may have different political views, but it doesn’t matter. We are there to help them. you know, even when they come to me and they’re upset and they’re emotional, they could be crying. I don’t know what to do but grab their hands and pray. They never get upset. They stop crying right away. They hug me back.

So it’s just compassion and caring for our clients. You know that saying, ⁓ nobody cares, work harder? How many times, I even have a t-shirt that says that, think about that, nobody cares. If something’s not going right for you or you have fraud on your account, nobody cares, nobody helps you. You know, have to call and call and, I don’t know. We just do it differently. We’re just like, you know what, we do care.

Let’s pray about this first. Let’s try to get some clarity and let’s take the next steps. And let’s not panic.

Anthony Codispoti (16:16)
And so

you use this as a guiding principle in terms of how to talk to and address clients who are going through stressful situations. How else does it show?

Katie Cox (16:30)
⁓ Joyous occasions too, we’ll be like, thank you Jesus. You know, that comes up as well. But you generally people are coming to me because they’re in a stressful situation. They know they need help. Now the clients have been with me for a long time that, you know, just, you know, lot of my clients I’ve been taking care of for 20 plus years. When they know something’s going on, you know, they’ll just text me and say, hey, can you say a quick prayer for

my father, he’s in the hospital or things like that. all my clients have my cell phone number. We’re not that typical corporation where like, you can’t have her cell phone, you can’t reach out to us. That’s not it at all.

Anthony Codispoti (17:17)
So, okay, talk to me about the new client process. You’ve got somebody that comes in the door, maybe they’re going through something stressful, maybe they’re not, but what is that onboarding process?

Katie Cox (17:28)
So it depends on if you’re a business or a personal client. If you are a business client, I have all my business clients go through this advisory service. This is where the owner and I, we sit down together for six hours. And yes, it’s a very long time. Yes, six hours. I do have bourbon, whiskey, vodka, food, know, whatever we need to get through that six hour meeting.

Anthony Codispoti (17:43)
six hours.

That’s fantastic.

Katie Cox (17:55)
But that’s six hours. This is where I educate and implement tax strategies for the client. So for example, we’ll talk about all the different types of entities. We’ll figure out which entity is right for him. We’ll talk about how he gets paid based on what type of entity he is. We talk about, you know, are you able to income shift to your kids, to your spouse? What does that mean? What are the most common deductions that you can take? And what does the IRS and the state

require you to keep to be able to prove those deductions. What are all the tax filings that you have to file? ⁓ What is the BWC true up? What is payroll? ⁓ How do you deduct your vehicle through the business? I mean, we just go through absolutely everything. And then we also discuss their why. Like, why are they doing this? Most business owners have no idea what they’re doing or why they’re doing it. Once they define it,

then all their business decisions then make sense. You know, if they are thinking like, hey, I want to create this business, I want to sell it right away, or I want to build it up and then maybe gift it to my kids, things like that, or they just want to build it up and retire right away, I implement a tax plan for whatever their wants are.

⁓ The other thing is I teach them how to read a financial statement. You know, we have the balance sheet, the assets, the liabilities, the equity. What does that all mean? What does retained earnings mean? Then we look at the profit and loss statement and all the expenses. And how do you pay taxes on this? Can you really afford to hire more employees? So I go through that whole process. And then by the time the client leaves that meeting, we know

everything that’s going on, all the taxes that they have to file, all the forms that are required, how are we doing the accounting, all of that. So those are the business clients. Then we have just personal clients. And I have a really good system with personal clients. They’ll give me a copy of their last year’s taxes, and I give them a questionnaire that they fill out, and then I go through line by line to make sure

You know, are we maximizing all of their deductions? Did they forget to give me anything? Should we file married filing joint, married filing separately? ⁓ You know, how many city taxes do we have to file? In Ohio, the city taxes are crazy. But we just go through everything. And then if they owe that year, why do they owe? Is there anything we can do to help ⁓ alleviate some of that tax burden? And then I implement a tax plan for the following year so they don’t have these big surprises.

and I teach them how to read their tax return. So, you know, good referrals for me are people that have no idea why they’re paying so much in tax. They don’t know what’s going on. They don’t know how to their tax return. Those are all good referrals for me.

Anthony Codispoti (20:58)
So thinking about small businesses, what is a common tax strategy that most of your clients are not using before they come to you that you’re like, ⁓ this is like low hanging fruit. Let’s put this in place right.

Katie Cox (21:13)
Income shifting to your kids and most people who do it do it completely wrong and it actually costs them money. So the other thing with the advisory services when I implement a tax strategy and we need the retirement person on the email or the payroll person on the email, I send an email out and say, hey, we’re going to do a 401k traditional 4 % match with an option of profit sharing.

And then I email the payroll company, tell them what we’re going to pay the owners, the children, boom, boom, boom. So then there’s no miscommunication. And that’s why business owners tell other business owners to come reach me because I do it for them. They just sit back, they get those emails and it’s all done for them.

Anthony Codispoti (22:03)
So what is the strategy that most people are using for revenue shifting, where they’re getting it wrong, and then how should they be doing?

Katie Cox (22:12)
Well, that’s a secret. ⁓

Anthony Codispoti (22:14)
Well, can you at least tell us how they’re doing it wrong? Or

does that give too much away? Okay.

Katie Cox (22:22)
It gives too much away.

It does. That is where my expertise comes in. And then the light bulb comes on with the client and they’re like, well, why didn’t anybody tell me that before? So that’s kind of like the secret that I do. Yeah.

Anthony Codispoti (22:34)
Okay, fair enough. I know right now there’s

a bunch of listeners who are like, ⁓ I gotta know. So if you gotta know, boutique dash tax calm, that’s how you find Katie and her group boutique dash tax calm. And we’ll repeat that a little bit later on. ⁓ Give us another one sort of what people’s whistle things that you do that maybe are a little bit different.

Katie Cox (22:40)
Yeah.

Well, you know, I had a client come to me. They’ve been in business for 15 years and they were a C Corp. And this is like a great example of like tax strategies and, you know, sitting down with the client for six hours, for example. This client has been paying taxes twice and had no idea. know, tears are coming. I love I don’t know if you like Vikings, but Ragnar Lothbrok.

says, don’t look back. You’re not going that way. So I always tell my clients that. ⁓ And he’s really cute, too. So ⁓ don’t look back. We’re not going that way. We’re going forward. And I changed their entity status by just changing their entity status. That first year I saved them $22,000. Then I implemented my tax plan, and that was like another $18,000 that I saved them in taxes. So that is real tangible money that my client got to keep.

So it’s huge. And a lot of people, these are the biggest mistakes. They think they’re cutting costs by themselves trying to do their own bookkeeping or trying to do their own taxes. I mean, I take 50 hours a year and it’s constantly changing. you continue education, just as…

Anthony Codispoti (24:17)
You take 50 hours a year to do what?

Katie Cox (24:22)
stay up on it. mean, I think my minimum is like what 33 or something like that, but I’m taking like 50 hours and there is a difference between a bookkeeper and accountant. Accountant when we come in, which that’s what we are, we are reconciling. We’re putting depreciation in. We’re tying out equity. We’re tying out payroll. We’re doing all these entries. In most clients that come to me, their books are such a mess that we can’t fix it that we have to start fresh, but they thought they were saving money by

doing it that way and it’s actually costing them so much money and taxes and then their financials don’t match their tax return and that’s a requirement for the IRS. So there’s a lot that goes on with that. So there’s a lot of mistakes that I see. Don’t cut your costs with accounting. See a true accountant to tie that out.

Anthony Codispoti (25:15)
But you guys go beyond sort of what a traditional accountant does, right? Like at least my perception is that most accountants are like, okay, I’m taking everything that you’re giving me and I’m putting it into the correct places and then I’m handing it back to you. You know, here are your taxes, sign them, send them in. There’s a whole like giant chunk of consultancy that’s going on as well. Is that sort of like putting you into a different bucket as like a tax advisor?

Katie Cox (25:43)
Yes. ⁓ So when I was in college, they taught us to just do transactional, get the taxes done, get it done, get it out the door. No tax planning, no tax strategies. And I want to say it was probably about 15 years ago. I’m going to use the term run next because I was like, there’s got to be a better way. I’m just going to put this together for tax planning. And now I have it down really well.

But my software company, Thompson Reuters, they asked me to come out to Boston and to speak to 56 CPA firms of exactly what I do with my advisory services. And it was shocking to me because I was thinking, gosh, these firms that are out east, they should be like up here, but they’re still paper filing. They don’t have a portal. They do no advisory. I was shocked of how they’re

You know, they’re just not up to date. If your firm is not up to date, you’re going to die. So like for our firm, we’re completely electronic. We have the highest security. Our portal is super easy. Clients can take their cell phone, scan their text documents right up to the portal. They can view their text return in the portal, download a text return to their computer. I mean, we make it so easy, convenient. ⁓

that it’s it’s surprising where ⁓ people don’t do this. So in all fairness, we were not taught to do the tax training, tax strategies, implementations. That was just something that I figured out later. And there’s only, you know, a handful of CPA firms that do that. It’s very small that actually do the tax strategies.

Anthony Codispoti (27:33)
Interesting. What does it mean to be an enrolled agent, Katie?

Katie Cox (27:38)
So, you know, everyone thinks CPAs can do tax and that’s not true. ⁓ An enrolled agent means you specify in tax. So I specify in tax, but I also have my accounting degree for all the financial reporting that I do for the balance sheet income statement. So ⁓ that is a difference. ⁓ So we have a CPA that works for us that doesn’t do any tax. I have a handful of clients that are CPAs that I do there.

taxes because if you don’t do it, not going to know it, right? You just can’t randomly.

Anthony Codispoti (28:12)
When you say

it doesn’t like being an accountant doesn’t sort of give you the ⁓ power to do tax, what do mean? Because like, you know, every CPA is sort of giving you the forms to file your taxes.

Katie Cox (28:25)
Not every CPA can actually file a tax return. They don’t know how to do it. So if you don’t practice it, you can’t do it. So now an EA does tax. If you search for an EA, you know they can do tax. So when you’re, I’m sorry. Yeah, so when people are searching for CPA firms, you know, there’s a lot of different types of CPA firms. There’s CPA firms that does audit.

Anthony Codispoti (28:34)
Okay.

And does that mean, sorry, go ahead. want to understand this better.

Katie Cox (28:54)
and they don’t do tax. There’s CPA firms that just do financial reporting. They don’t do tax. So if people are looking for a firm that does taxes, you have to actually be requesting and looking for a firm that actually does that.

Anthony Codispoti (29:00)
sorry.

Okay, what’s the process of becoming an enrolled agent? Is this an additional certification, more continuing ed hours?

Katie Cox (29:15)
Yeah, it’s, you have to take a test. ⁓ It’s administered by the IRS and it’s a three-part test. And then I have to have, gosh, I forget how many hours off the top of my head. I think it’s like 76 hours. ⁓ I forget. I’d have to look it up. But yeah, every three years I have to renew it. ⁓ So it’s the same process as like a CPA. ⁓ CPA is governed by the state. EA is governed by the federal government.

Anthony Codispoti (29:43)
federal

level. And does that give you some kind of special connection or permission to communicate with the IRS?

Katie Cox (29:50)
No CPAs and EAs and even lawyers can all communicate the same with the IRS.

Anthony Codispoti (29:59)
Talk to me a little bit about the community charities that you’re a part of and the pro bono advisory services. Why is this important to you? How do you get involved there?

Katie Cox (30:09)
Yeah.

So because people ask me and I’m like, okay, that’s not kind of how I get involved. They just have to ask. Although I’m trying not to do as much because it is so time consuming, but I really enjoy helping people in the community. There’s been so many charities that I’ve done over the years ⁓ and it’s been absolutely amazing. I’ve met some incredible people.

But right now, since I just went through the FBI Civilian Academy, that’s kind of where I’m focusing my time at now that it’s coming my way.

Anthony Codispoti (30:48)
Yeah, it makes sense. And you’ve done a fair bit of speaking. You mentioned ⁓ going out to Thomas Reuters in the East Coast, ⁓ Ohio State University. You’ve spoken to different financial advisor conferences. What’s a surprising insight you’ve gained from these speaking engagements?

Katie Cox (31:08)
So I think I would rather do speaking engagements than actually sitting behind the desk. I really enjoy it. For OSU and Mount Carmel, a lot of those speaking engagements was talking to the physicians and that was a lot of fun. I think the most surprising thing that I see is how much people will take advice from non-authoritative sources.

They will be like, you know, my neighbor said I could do this. I’m like, what does your neighbor do? he’s in sales for something, something. And it just shocks me or they Google it. And they think that’s, that’s the source. ⁓ I think that’s probably the most shocking thing because I’m talking with people that are very extremely educated and they’re just going to take ⁓ advice from Google or from their neighbor. And that’s a little shocking.

Anthony Codispoti (32:07)
You know, I’ll give a somewhat specific example of why like Googling or using AI can be dangerous in this respect. There’s some things that I’ve used chat GPT to research and I’m like, hey, somebody came to me with this strategy. Is this legal? And it goes through and it looks and it’s like, no, this is completely illegal. And here’s why. And then I’ll go and I’ll sit down with an attorney or a tax advisor and I’ll get the real information and they’ll be like,

Katie Cox (32:13)
Bye.

Anthony Codispoti (32:37)
ChatGPT there brought up some legislation that was proposed but never passed. And that’s why it thinks that it’s illegal. So just like a specific example of kind of the danger of relying on, I mean, amazing tools that exist, but still, they’re not connecting the dots in the right way like an expert like you would.

Katie Cox (33:00)
So I’ve already gone through six hours this month so far learning about AI and all the new products that are out there. And I specifically ⁓ spoke with a tax AI and I, with the sales gentleman and myself, I had him ask specific questions, six questions, all of them were wrong.

Their reply was, oh, we haven’t updated the software with the one big beautiful bill. And I’m like, well, that passed July 4th. So if anybody was using the software has gotten the wrong answer. So the AI is only as good as whoever’s programming it. Now, I think it may get better.

but I still don’t think we’re gonna be able to completely rely on it because how is AI gonna know the exceptions or to even ask what are the exceptions? Because of every tax rule, there’s always an exception and how do you apply it? So I don’t think AI for the tax world is anywhere close yet, but it may be, I’m just not sure.

Anthony Codispoti (34:19)
I’m have to agree 100 % because it makes such a convincing argument is the problem. And it’s like referencing, oh, look at this link on the IRS site or look at this link at CM, and you’re like, oh, wow, that’s completely believable. I would not even begin to question that. then you dig in with an expert and it’s wrong. so we’re.

Katie Cox (34:42)
Correct. It’s a little

scary.

Anthony Codispoti (34:44)
You’re not going anywhere soon, I guess is what the point, the moral of this story is.

Katie Cox (34:49)
Yes, I think they’re always going to need us. The tax law is so convoluted. The only way I think where we wouldn’t be needed is if we went to a flat tax. If we just went to a flat tax, I don’t think we’d really be needed for anything. So as long as the tax code is convoluted as it is, I think I’m pretty safe.

Anthony Codispoti (35:12)
Okay.

All right. What innovative steps do you see yourself and your firm taking in the next few years, either in terms of service offerings or just continuing to elevate that client education?

Katie Cox (35:27)
Yeah, so the AI is really big. So that’s why I spent a lot of time so far this month just to see there’s a lot of new products out there for AI. But what I’m learning is that AI is supposed to list like tax strategies or things that you’re missing with your tax return. But I already do that automatically. So why would I pay for that when we’re already doing it? So that I find very confusing. ⁓ There’s not a need for that.

⁓ There is always bigger and better things coming out. The tax code is always changing. So we implement the tax code changes pretty quickly in our firm. We also always send out a mass email anytime there’s a big tax code change of something. And not only when we send it out, we’ll say what it is and we’ll say how it’s applied. You know, if you want to.

opt out of it or if you have to be in it and then if you have any questions, let us know. So it’s a very in-depth email that we send out so our clients understand. I don’t know any CPA firm or EA firm out there that does what we do when we send out those mass emails. Our clients love it. We do get a lot of phone calls, a lot of emails when we do send it, but I’m expecting that because it is a major tax code change. So we stay up on that.

And right now our technology and our security, I can’t get any higher. We’re already at the top. ⁓ So yeah, we’re always looking into that better ways. And then with this AI, like I said, yeah, I’m sure after tax season, I’ll be looking into it again to see where AI has came in, you know, five months later from, you know, December, like May and June, I’m gonna pick it up again and see where we’re at with that.

Anthony Codispoti (37:18)
Are you guys using it in any way?

Katie Cox (37:21)
No, I think every now and then I like the chat GPT. That’s kind of fun. ⁓ I actually typed in my name to see what would happen. And it must have just taken everything off my website and compared me to other firms in Dublin. And I thought that was absolutely fascinating what that did.

⁓ I do like to, like if I’m struggling with maybe an email, I might go in there for like some different wording. So I do have the free version of it, but we don’t put anything confidential in that or anything like that. It’s just kind of like generic stuff that we might use it here and there.

Anthony Codispoti (38:04)
What’s an observation from your work that gives you broader insight on the economy? Here we are recording this in late 2025. Everybody is wanting to know what 2026 is likely to look like. You get to work with a lot of different industries. Any insights that you can share?

Katie Cox (38:25)
So when the market is good, I see business owners hiring more, they’re expanding their business, they’re building more, they will contribute to their employees match for the retirement, they’ll also contribute to their profit sharing. When the economy is low, none of that happens. And not to get too political, but it seems to be when there is a conservative

person in the White House, business owners just dramatically just jump up with hiring so many new people and building an efficiency. It’s absolutely amazing. And then when a non-conservative person is in there, everything comes to a scratching halt. It’s crazy. And I’ve been doing this now for almost 35 years, and that has been the trend.

Anthony Codispoti (39:18)
So what have you seen in the entirety of 2025? Does it match that trend?

Katie Cox (39:24)
So yes, ⁓ absolutely. ⁓ Trump’s tax code, he extended the qualified business income deduction. He made the tax brackets more favorable. He’s done a lot. He’s increased the standard deductions. He’s literally saving thousands and thousands of dollars for ⁓ clients when they’re filing their tax returns. So they’re going to get to

Anthony Codispoti (39:49)
What impact,

if any, are you seeing immigration or tariffs or any of that have on the client base that you serve?

Katie Cox (39:57)
Yeah, so I have several clients that have the tariffs going on. And they kind of complained a little bit about it, but it hasn’t been ⁓ too bad. So hopefully that will be OK with the tariffs.

Anthony Codispoti (40:14)
Okay. What’s something surprising you’ve come to understand about human psychology from the work that you do?

Katie Cox (40:22)
gosh.

People want to change, they want to make a difference, they want something better, but they can’t change. They say, is how I’ve always done it. So if a business owner comes to me and they’re like, we can’t change, I can’t help them. They’re in that hamster wheel. They’re never gonna get off of it. So to get to their true calling and purpose and…

make their life better, they have to implement change. They have to grow with technology with everything.

Anthony Codispoti (41:01)
And the resistance to change that you’re typically seeing from people is resistance to giving up control and delegating its resistance to adopting new technology. It’s what?

Katie Cox (41:15)
It’s everything. It’s you know, you need those checks and balances. You can’t have the same person do an AR that’s doing AP. ⁓ You know, it’s just, ⁓ we’ve always done payroll by hand. I’m like, no, don’t do payroll by hand. You’re spending so much time and resources with that when you can, you know, use like ADP or it’s automated. It’s done for you. ⁓

So when we meet with a business client, I just laid all out and like, hey, this is what I see works. This is what doesn’t work. This is what’s going to save you money. This is what’s going to cost you a lot of money. So ultimately I let them make that decision. And sometimes they just can’t change.

Anthony Codispoti (42:03)
Why do you think the difference is between those people who do take your advice and do change versus those who are unable to or choose not to?

Katie Cox (42:13)
The people that change ⁓ are just so happy. They refer me clients. ⁓ They tell me that it’s been a life-changing experience for them. The people that don’t change, they’re still doing the same old thing and they’re just stuck. They’re never gonna have that freedom that they want and that they’re craving for.

Anthony Codispoti (42:38)
What do you think is the personality difference there? Like what allows one group of people to take that advice and move forward and make the changes versus the other folks that kind of stay stuck in the mud if you will.

Katie Cox (42:52)
I think a lot of it is fear, giving up control. Control is big. ⁓ I think it’s really those two things, fear and control, because they’ve done it this way for 50 years. My grandfather has done it this way. ⁓ But yet, they’re dying. Their sales are decreasing. They’re not offering ⁓ products that will… ⁓

that people will want, right? Like things have to change. And change is hard. Nobody likes to do it, but we just have to. ⁓

Anthony Codispoti (43:28)
But the people who do, the people who do make that change, I think it’s important for everybody to hear this and understand. It’s not that they don’t have fear. It’s not that change isn’t hard for them. It’s that they do it anyways, right?

Katie Cox (43:42)
Yes, because they realize, my gosh, this is gonna save us X amount of hours if we hire, for example, a payroll company. Or, my gosh, if we implement this retirement plan, I’m gonna be able to retire six years sooner. There’s all these other things. Those are just a couple examples, but there’s hundreds of them.

Anthony Codispoti (44:03)
Yeah. Katie, what growth strategy has been most effective for you?

Katie Cox (44:08)
praying. Anytime we need clients, I pray and they appear. It’s been amazing.

Anthony Codispoti (44:15)
Can you write down the prayer for us? mean, this magic prayer. Or does the prayer have to come from you? Do you have a special channel open?

Katie Cox (44:19)
Yes.

You know, am, so many people tell me that ⁓ I have this connection with God and they will really go out of their way to talk to me like, hey, will you say this specific prayer? And I do. ⁓ So something that I learned, power of your tongue, it is the most powerful weapon you have. And it’s mentioned throughout the Bible several times. either you are confessing,

life over yourself, life over your business, or your confessing death. And one of my favorite stories in the Bible is when the angel Gabriel came to Zechariah and said, hey, you’re going to have a son named John the Baptist. And Zechariah doubted it because his wife Sarah, they were very old and he didn’t understand it. And then the angel sealed his lips so that

He wouldn’t mess up the prophecy. So it is so important to confess exactly what you want and specifically what you want. If you just say, I want to lose weight. Well, God doesn’t know how much weight you want to lose. You have to be specific. You know, thank you, God, that I weigh 125 pounds, that I’m losing four pounds a month. You need to be specific in your prayer request. The other thing

that I have done where I think my business has just exploded in is this might sound a little strange, but I do have a vision board and I do a lot of reading and the top 1 % earners all have either a vision board or a vision book. And you write down where you want to see yourself with whatever it is. Like, thank you God, my house is paid off. Thank you God for being a $10 million company.

And you literally like I have pictures of myself on the vision board. have our house up on the vision board. I’m actually looking at it right now. I have everything on there and every now and then my husband will walk by and be like, Kate, you got to pull that off. That came true. And I’m like, oh, thank you, God. Yeah, I just because I just keep praying about it. But God says you have to have vision. If you don’t have vision, you’ll perish. So that’s one of the things that

you need to review is your vision, your goals, what you want in your life and be very specific.

Anthony Codispoti (46:55)
And so on your vision board, you’re already expressing gratitude for the thing that you want to have happen.

Katie Cox (47:01)
Yes, I believe even though it hasn’t happened, I act as if it has happened. And that’s showing God your faith.

Anthony Codispoti (47:10)
Okay, so up on your vision board, there’s a whole bunch of things, maybe some visuals to go along with them, some words. Thank you God for, you know, turning us from a X million dollar business into a Y million dollar business, something like that. Yes.

Katie Cox (47:17)
Yep.

Yes,

and I have a picture of our house on there that we’ve paid off. I’ve got my kids on there. I’ve got my vehicle on there as it’s paid off. I even have my marriage up there for blessing our marriage. Yeah, I have everything on there. It’s pretty fascinating.

Anthony Codispoti (47:42)
And so when clients walk in, they can see your vision board hanging out.

Katie Cox (47:46)
Yeah, so I headed out the office and then we actually moved to a little bit of a smaller office. Rent kind of got increased by like 46 % and I wasn’t able to, I didn’t feel comfortable raising my rates for my clients. So actually brought my vision board home. But I do, I do have this. This is, I also have a vision book. Dream big and I’ll go beyond that.

Anthony Codispoti (47:56)
cool

Katie Cox (48:14)
And I have ⁓ everything in here that you can imagine of just prayers and fitness and our home. I don’t know if you can see that. ⁓ The lake house I would love to have someday. And then I’ve got my business in here too. I’ll show you a little bit of that. I know it’s silly, but you do put pictures of yourself because you have to see where you’re going. And this has been.

Anthony Codispoti (48:25)
huh, that’s cool.

⁓ huh.

Katie Cox (48:42)
I’ve been doing this for 10 years now. Actually, I had to think about how long I’ve been doing this. So I actually did this at my old firm, and this is still the same book, and I just keep adding to it and adding to it. So it’s…

Anthony Codispoti (48:56)
And who turned you

on to this idea, Katie?

Katie Cox (48:58)
So her name is Terry Saval-Foy. In fact, I highly recommend ⁓ looking at her podcast. She also has this amazing book, What Five Successful Things That You Need to Do Before 8 a.m. But it’s all about vision and dreaming and it all goes back to scriptures. ⁓ So she is the one that just blew my mind open with that. She also has another

book called pep talk and organization. And so I will buy a lot of those books and give those to my clients as well. Again, the pep talk is like the power of your tongue. So it’s huge.

Anthony Codispoti (49:38)
That’s really cool.

What advice would you give to others looking to achieve their own success?

Katie Cox (49:44)
⁓ your daily routine, I believe is the key. Small changes that you make. You know, like if you just work out for a little bit and you do that every day, I mean, you’re not going to lose a hundred pounds in a week, but if you do that consistently for a year, you’re going to be a complete unrecognizable different person. So if you, if you read the scripture, ⁓

exercise, write down what you’re grateful for. I even read that when you write down what you’re grateful for, even though I know this might sound silly to some of your listeners maybe, but it actually changes the chemicals in your brain. So if you’re feeling a little sad and you write down what you’re grateful for, it actually pulls you out of that sadness. So it’s pretty amazing.

Anthony Codispoti (50:37)
Yeah. So we’ve talked a lot about your path, a lot of the successes that you’ve had along the way. But life is hard sometimes, right? There are challenges, there are setbacks, there are things that really test us. What’s a particularly challenging experience that you’ve gone through in your life, Katie? And how did you work through that?

Katie Cox (50:48)
Yes.

So it actually, I just thought of this, again, the power of the tongue. I had this dream that I got shot and I told everybody, I even said, hey, December 4th, I’m gonna get shot. And I was supposed to go to this party in Cleveland. It was like, I threw out the date. Again, like power of the tongue, it’s such a spiritual thing. I threw out the date and I was supposed to go to this party up in.

Anthony Codispoti (51:18)
Wait, you even threw out the date? Okay, go ahead.

Katie Cox (51:29)
Cleveland, was my cousin’s 40th birthday party, but I was so afraid I was going to get shot. I’m like, I’m not going to go. I’m going to get in my dad’s house instead. So I got in my dad’s house instead. And he is old school where, I say old school, they would practice dry firing. Now I’ve never practiced dry firing at all. don’t know if you’re, I don’t know if you’re much of a shooter. Well, ⁓ when people are

Anthony Codispoti (51:50)
What is that?

Katie Cox (51:55)
practicing like pulling the trigger, they just dry fire. They’re just practicing like pulling back the trigger, feeling the pressure. And so when I say old school, I’m talking about people that are like in their 70s, 80s. That’s what they used to do. They would just, you know, back in the 40s, that’s what people grew up doing. Now, us younger generation, we don’t do that. We only pull the trigger if we’re ready to shoot a target. So that’s kind of the difference between old school and us.

So my dad decided to dry fire in the house for some strange reason and he accidentally shot me ⁓ the day that I said I was going to get shot. ⁓ So I was sitting there and he had a Glock 45 caliber hollow point and shot me in my tibia, shattered my tibia. It was God’s grace that my leg didn’t…

get blown off. don’t know if you know much about a holo tip, but it expands like this to shred everything. So the cop took his fingernail and was able to pull the bullet out of the floor and my jeans melted underneath the casing. ⁓ And also, you know, I grew up in the country, so you know, there’s really nothing there. So when my father shot me, thankfully,

He didn’t hit like a main artery because I would have let out. But it hurt terribly bad. It was awful. that was definitely the biggest challenge. I had to learn how to walk again. I remember first day of physical therapy, I had to move my big toe and I fainted. The pain was so intense. But it was very difficult to learn how to walk again.

I started out in a wheelchair and it was awful because you’re young but yet your husband is taking care of you, bathing you and that was such a horrific feeling. I needed that. I don’t want anybody having to take care of me like that. But thankfully he did. He took six months off of, or not six months, he took off, how many months was that? I think it was like three months to take care of me because our kids were little. We had a three year old and a five year old.

So I had to take care of them and myself. And I was in a wheelchair for a long time, and then was in a walker, then I was in crutches, then I was using a cane, and then eventually I was back to normal. But it was a battle, and it was a spiritual battle so much. You know, when you get shot like that, they instantly give you morphine because the pain is so horrific, of course.

So you have to all these pain pills. And then I just remember my husband had to take this needle and give me shots in my belly so that I wouldn’t get a blood clot. And I just remember crying because I hated that so much. But he had to do it morning and night and it was just awful. But it was just crazy. My husband literally

got in my face and said, you will not be defeated. And I got up and said, I will not be defeated. And those were my words every day of waking up. I will not be defeated. I have to work through this. I have to get through this.

Anthony Codispoti (55:31)
I will not be defeated. Clearly there were moments early on where you thought that this might just break you then.

Katie Cox (55:34)
Yes.

Yeah, it was, ⁓ the pain was so horrible. ⁓ It was like my leg was on fire. It was like in a fire pit. It’s excruciating pain. I don’t even know, just that constant pain. You’re shaking, you’re passing out randomly. It’s just, it was so intense, very intense.

Anthony Codispoti (56:05)
And we’re not just talking

about the pain from the initial shotgun wound, but it’s ongoing and the days and the weeks and the months that follow that it’s so bad, it’s causing you to pass out.

Katie Cox (56:17)
⁓ Yes, for months because the healing process took so long. I mean, that bullet just ripped through tendons and nerves and shattered my bone. ⁓ So they had to put a rod in my leg and screws in my knee and in my ankle to hold the rod in place.

Anthony Codispoti (56:38)
Gosh.

Katie Cox (56:39)
And then you have the after effects of like any loud noise. I would jump, you know, scream. I’m not a fan of any loud noises to this day. And that was one of the charities that I worked for. It was for a military who had a PTSD and we would raise money for wounded warriors so they could get a dog. But what was funny about that charity event

is they had all these hot rod cars come in and they all bonked fire and everyone’s like ducking and panicking because the people that put it on didn’t realize that people in the military can’t handle loud noises and I was right there with them. ⁓ So yeah, but a lot of people have a lot of good, very big hearts. They just didn’t realize that’s what happens.

Anthony Codispoti (57:25)
Yeah, sure.

⁓

Were you questioning your faith at all during this time?

Katie Cox (57:33)
I did because I felt like God was silent there for a little bit ⁓ because I didn’t really like feel him. But there was ⁓ a moment, and when I say spiritual battle, this might be too crazy to say, but when I was in the hospital, there was this thought or voice that said, you know, just let go, just.

don’t take in another breath, just let go. And it reminded me of the cartoons when I was little when there’s like a devil on a shoulder and angel on the other. And the other, the angel was like, just take a deep breath, you can do this, just take a deep breath, just take a deep breath. And the other one’s like, stop breathing, just stop breathing. it was such a fight. And my husband was actually sleeping on the couch and I remember yelling, trying to get him to wake up.

And he never woke up and I thought that was so strange. I was just in this, this weird state of that spiritual battle. And my mother was very ill. She was a smoker and she used to tell me about the spiritual battle that she would go through. And I never understood what she was talking about or what it meant. And when that happened to me, I fully understood what that meant. So.

Hopefully your listeners never had to deal with that spiritual battle because it’s very scary. But there really is such a thing as that.

Anthony Codispoti (59:08)
The spiritual battle that you’re describing, Katie, was this a battle of choosing to live versus choosing to die? Or was this a battle of choosing God versus not believing anymore?

Katie Cox (59:24)
It was to die. You know, the devil is there to seek and destroy you. And the devil was like, don’t fight to breathe. Just stop breathing. Just stop. It’s it’ll be so easy. Just stop. And then the other angels like, don’t take that deep breath in. Just take that deep breath in. So it was just. I don’t even know how long it was going on for. Of course, I was on morphine, but I just remember this battle.

of trying to survive and ⁓ I didn’t want to die. I really didn’t, but there was something pulling me, telling me to like let go and die. And you know, that makes me think too, you know, when I talk to clients and you know, people are mad at someone or, you know, at their business partner and a family member and you really don’t want to be mad at them. It’s really the devil that’s causing all this chaos.

So if you know who you’re fighting, which is the devil, you can beat anything.

Anthony Codispoti (1:00:31)
How long ago did this happen, the shooting?

Katie Cox (1:00:34)
It happened, let’s see, 15 years ago.

Anthony Codispoti (1:00:41)
15 years ago, and what’s the state of your leg in its physical form now?

Katie Cox (1:00:46)
So the bone sticks out of my leg. The doctor was so nice and said he could go in and do surgery again to like, sand that down. But I was like, no, that’s okay. We’ll just let it stick out. I didn’t want to have any more surgeries. But ⁓ I’m able to walk fine. But running or if it’s really cold or if I stand for a long time, I do have quite a bit of pain and I just rest my leg and I’m okay.

Anthony Codispoti (1:01:14)
As you look back on that time, Katie, do you find any purpose in going through that?

Katie Cox (1:01:22)
You know, I always wonder like, why does God allow bad things to happen? I know a lot of people ask those questions. And we have free will, people can do whatever they want. He didn’t want to control us. He’s there when bad things happen, so we can rely on Him to get us through that. And because He got me through that, I became so much stronger.

in my personal life, in my faith, raising my kids, creating my business, helping clients who do have PTSD, ⁓ helping ⁓ charities, knowing what the purpose is, trying to help heal relationships with people too. ⁓ Being a tax advisor, I have a lot of couples that will, you know, they’re going through a divorce, right?

It’s never greener on the other side. They were in love with each other at one time. They need to fight and go back to each other and figure it out. But I believe the devil comes in and says, ⁓ it’s better over here. He’s always whispering in your ear. And you have to silence that and just go back to God. And if the other person’s on the same page as you, you can get through anything.

Anthony Codispoti (1:02:44)
How do you think your life might be different if you hadn’t gone through that experience?

Katie Cox (1:02:51)
I don’t think I’d be as strong as I am today. I don’t think I’d be able to help so many people I’ve helped. So I believe there’s always a purpose for something, even though it was a lot of suffering that I had to go through, it was for God’s purpose for me to help others. That makes me choke up a little bit. Actually saying that out loud. Yeah, I think I thought of that in my head, but actually saying it out.

Anthony Codispoti (1:03:11)
Pretty powerful.

Anything else come up for you now?

Katie Cox (1:03:22)
⁓ I just wonder what else God has for me. I feel like right now in my life, I’m having all these ideas and visions and thoughts. So I know there’s something big coming and I’m so excited to see what’s next for me.

Anthony Codispoti (1:03:37)
Any of this on your vision board that you want to share?

Katie Cox (1:03:41)
⁓ It is on my vision board, but no, don’t want to share it’s a secret.

Anthony Codispoti (1:03:46)
Fair

enough. Fair enough. It’s good to have some secrets. ⁓ Let’s kind of head into the tail end here on a little bit of ⁓ an up note. What’s your favorite hobby or thing to do outside of work, Katie?

Katie Cox (1:03:50)
Yes.

⁓ you might think this is crazy. I don’t know if you can see me doing this or not, but I love to hunt. I love deer camp. ⁓ My husband and I, we go turkey hunting, deer hunting. ⁓ Last year I got to hunt with Ted Nugent on his land in Michigan and got this gigantic hog. ⁓ So that was a little ⁓ terrifying ⁓ because when I got this hog, his buddy ⁓ came right at me. ⁓

Anthony Codispoti (1:04:21)
you

Katie Cox (1:04:28)
and the guide was able to clap his hands and scream and yell and the other hog went away, but that was a little scary. ⁓ But I love hunting, I love being in the woods, ⁓ seeing the sunrise, the sunset, talking with God, eating little debies, it’s awesome. Yes, it is little debies, maybe some beef jerky. My husband yells at me when I eat avocado toast, he says that,

Anthony Codispoti (1:04:47)
Little debbies, huh? That’s part of the routine.

Katie Cox (1:04:58)
The deer can smell that.

Anthony Codispoti (1:05:00)
They can smell maybe they can hear the toast crunching too. I don’t know.

Katie Cox (1:05:02)
Yeah,

so our friends say that we need to have like a camera on us when we’re hunting because we have the funniest, silliest things that happen when we’re hunting. It is so much fun. It’s such a blast. You know, guys, if you are hunters, take your wives out there. You will have like the best time. I mean, it’s we have a great time.

Anthony Codispoti (1:05:25)
What is one thing that a camera would have caught that would make us laugh?

Katie Cox (1:05:30)
my gosh, I went outside to go to the bathroom and I got tangled up on the rope and the whole tent was going crazy and my husband’s cousin like, what are you doing? You’re scaring all the animals away. So yeah, everyone has to go to the bathroom when they hunt. And so those are always really funny stories.

Anthony Codispoti (1:05:55)
Maybe not suitable for the cameras, but I’m glad that you shared here. That’s enough for us today. Just one more question for you, Katie, but before I ask it, I want to knock out three quick things. First of all, anybody who wants to get in touch with Katie Cox, C-O-X, by the way, you can find her on LinkedIn, but man, go to her website, boutique-tax.com, boutique-tax.com. We’ll have that in the show notes for folks.

Katie Cox (1:05:57)
Yes.

Yeah. Sure.

Anthony Codispoti (1:06:22)
Also, as a reminder, if you want to get more employees access to benefit that carries a financial upside for the company, reach out to us at addbackbenefits.com. And finally, if you’ll take just a moment to leave us a comment or a review on your favorite podcast app, you’ll hold a special place in my heart forever. Thank you. So last question for you, Katie, a year from now, you and I reconnect and you are celebrating something big. What’s that big thing you’re celebrating one year from today?

Katie Cox (1:06:47)
Yes.

I’ll send it to you in an email because it’ll come true, but I don’t want to tell anybody yet.

Anthony Codispoti (1:06:56)
Okay.

I love this.

Man, there’s so much mystery in this conversation. We’re going to have to have you back to reveal some of these secrets that we’ve been alluding to today.

Katie Cox (1:07:03)
There is.

Gosh, my eyes are watering. I’m so sorry. I don’t know what’s happening here. I apologize. ⁓

Anthony Codispoti (1:07:14)
you’ve that

there’s something that needs to come out. That’s all right. It’s all healthy and good.

Katie Cox (1:07:17)
Yeah.

Thank you so much for having me. It was such a joy to speak with you. ⁓ And I can’t wait to talk to you in a year from now so I can tell you everything.

Anthony Codispoti (1:07:27)
Katie Cox, I want to be the first to thank you for my side, for sharing both your time and story today. I really appreciate it.

Katie Cox (1:07:35)
Thank you so much.

Anthony Codispoti (1:07:36)
Folks, that’s a wrap on another episode of the inspired stories podcast. Thanks for learning with us today.