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Certified Public Accountant·Frisco, TXFor homesFor businesses
Joe Hockaday
A CPA who answers the phone and plans ahead, not just files
Certified Public Accountant at Hockaday CPA in Frisco. Tax returns, bookkeeping, payroll and tax planning for individuals and small to mid-sized businesses.
- In business
- More than 35 years
- Service area
- Frisco, Plano, McKinney, Collin County
- Team
- More than two dozen staff
- Member
- since 2007
What Joe does
- Individual tax returns
- Business and franchise tax returns
- Optima Program tax planning
- QuickBooks bookkeeping and cleanup
- Payroll processing
- IRS and Texas audit representation
Problems Joe solves
- Your return got complicated by a business, rental or nonprofit
- The business seems to pay more tax than it should
- The books are months behind and tax season is coming
- An IRS, Texas Workforce Commission or sales tax notice arrived
- Chasing the accountant for updates every tax season
Who should call
- Small business owners in Collin County and North Dallas
- Self-employed and 1099 earners: agents, brokers, contractors
- Individuals with rentals, a business or nonprofit roles
- Owners who want a CPA who answers the phone
The best introductionA small business owner whose books are behind, whose tax bill feels too big, and who wants a CPA who picks up the phone.
10 guides by Joe
Answers Joe gives clients every week
Certified Public Accountant
Your books are a year behind and tax season is coming: how a small business catches up
Falling behind on the books is the most common problem a growing business has, and the most fixable. Here is what catching up actually involves, what you can do this week, and why the cleanup is where tax savings begin.
What should I ask a tax preparer before I let them file my return?
Before someone signs your tax return: the questions and red flags that matter
Should I file a tax extension or file on time with the information I have?
Extension or file now: what an extension buys you and what it does not
What documents does a CPA need to prepare my taxes, and how long does it take?
Handing your taxes to a CPA: what to send, what happens next and how long it takes
Do I need to pay quarterly estimated taxes if I am self-employed or paid on a 1099?
Paid on a 1099 with no withholding: how quarterly estimated taxes actually work
Is it legal to hire my kids in my business to lower my taxes?
Putting your children on payroll: when it legitimately lowers the family's taxes
How do I know when my taxes are too complicated for software and I need a CPA?
Signs your tax return has outgrown the software, and what you can still do yourself
How much does it cost to have a CPA prepare my tax return, and what changes the price?
What a CPA charges to prepare your return, and the details that move the price
How long should I keep tax records and receipts, and which ones actually matter?
Which tax records to keep, for how long, and how to make them hold up if asked
I moved to Texas from a state with income tax: what changes on my taxes?
You moved to Texas for no state income tax: what changes and what still catches people
Why clients choose Joe
Proof, not promises
- Certified Public Accountant
- BBA, Southern Methodist University, 1981
- Began as a staff accountant in the audit division at Ernst & Whinney, with four promotions in five years
- More than 35 years serving individuals and small to mid-sized businesses
- Dave Ramsey Endorsed Local Provider (ELP), per the firm
- Voted best CPA in Frisco two years in a row, per the firm
- QuickBooks ProAdvisor firm
- Firm CPAs complete 40 hours of continuing education per year
- In business
- more than 35 years
- Team
- More than two dozen staff including CPAs, an enrolled agent, tax accountants, bookkeepers and payroll specialists, with backgrounds as CFOs, auditors and bank managers
What clients say
Excerpts from public Google reviews of Hockaday Joseph C. Read all 63 on Google.
★★★★★4 months agoAfter starting up my sole proprietorship business, Sinai Covenant Diamonds, in January 2025, I felt the need to seek out a certified tax accountant to handle our personal 2025 tax return. I was referred to office of Joe C. Hockaday by a close friend. Joe and his team are phenomenal. From the friendly greeting I received at the front office to our personal accountant, our experience was flawless. I was very impressed with your diligence and attention to detail, which ensure that every aspect of our taxes is meticulously handled, providing the family with peace of mind and confidence.
★★★★★5 months agoThey have been an great asset to my financial planning. They are extremely knowledgeable, proactive, and meticulous with details. They make complex tax laws easy to understand and always take the time to answer my questions thoroughly. I highly recommend their services to anyone looking for a reliable, professional, and trustworthy accountant
★★★★★5 months agoThe Team at Hockaday has a refined tax return preparation process, including an online document sharing function and communication both through their system and the Team. They accurately understood the details of my return, which included 2 nonprofits and a company that I own, and provided helpful advice related to expenses, franchise taxes and relevant changes to tax law under the Big, Beautiful Bill. Laura Marquez was on top of everything as my assigned accountant. Highly recommend the Joseph C Hockaday company.
Show 2 more reviews
★★★★★6 months agoI’ve had a great experience working with Joe Hockaday CPA. From the start, it was clear that Joe and his team have a deep understanding of current IRS rules and regulations, both for corporate and personal taxes. What really stood out to me was how organized and timely they are. Every step of the process was handled professionally, and I was kept informed the entire way, no guessing, no chasing for updates, just clear and consistent communication. If you’re looking for a CPA firm that knows what they’re doing and actually makes the process smooth and stress-free, this is the one I would recommend.
★★★★★7 months agoThe Hockaday Firm has been preparing and filing my taxes for years. They are incredibly kind, efficient and organized. Their client portal is secure and simple and allows me to quickly give them all the information they need to organize and complete my tax returns. If you are a business owner or busy professional I highly recommend the Hockaday CPA Firm. They are affordable and dependable.
How it works
What happens after you reach out
- Free initial consultation Call 214-705-2095 or use the website form to discuss the situation and tax planning strategies.
- Secure document sharing Documents and messages move through the firm's online client portal.
- Assigned accountant and review A named accountant handles the return or books, with the team's CPAs completing 40 hours of continuing education each year.
In Joe's words
Situations Joe handles every week
A business return that got complicated
Owning a company, a rental or a nonprofit role turns a simple return into a project. Joe's team prepares individual and business returns from simple filings to complex ones, and reviewers describe accountants who understood returns involving two nonprofits and an owned company and gave advice on expenses, franchise tax and recent law changes.
Paying more tax than the business should
The Optima Program is the firm's structured tax-planning service for family-owned and self-employed businesses, including real estate agents, insurance brokers, landscapers, sales professionals and anyone paid on a 1099. The firm says it uses IRS-compliant strategies that qualifying taxpayers can save $2,000 to $20,000 or more a year with; its published case study shows a family of four saving over $6,000.
Books that are behind or in a mess
Hockaday CPA is a QuickBooks ProAdvisor firm offering setup, installation, training and complete turn-key bookkeeping, with a dedicated bookkeeping department manager and payroll and benefits manager who also handles franchise tax.
A letter from the IRS, the Texas Workforce Commission or the sales tax office
The firm represents clients in IRS disputes and in Texas sales tax, Texas Workforce Commission, state unemployment insurance and Department of Labor audits. It develops a plan and pursues the most favorable resolution the case warrants.
Chasing the accountant for updates every tax season
Clients work through a secure online portal for documents and messages and are assigned an accountant on a team of more than two dozen tax and bookkeeping professionals. Reviewers describe being kept informed at every step with no guessing and no chasing.
A growing business without a plan
Business planning and consulting help owners set goals, build a plan and get advice during growth or a downturn, from a team that includes former CFOs, auditors and bank managers.
Services
Everything Joe offers
Individual tax preparationPersonal returns from simple filings to complex situations with businesses, rentals and investments.
Business tax preparationReturns for startups, small businesses and mid-sized companies, including franchise tax.
Optima Program tax planningProprietary, IRS-compliant tax-savings strategies for family-owned and self-employed businesses.
QuickBooks setup, training and bookkeepingQuickBooks ProAdvisor services from installation to complete turn-key bookkeeping.
Payroll and benefitsPayroll processing managed by a dedicated payroll and benefits manager.
Business planning and consultingHelp developing plans and goals and advice during growth or economic downturns.
IRS and audit representationRepresentation in IRS disputes and Texas sales tax, Texas Workforce Commission, unemployment insurance and Department of Labor audits.
Nonprofit tax workTax accounting for nonprofit clients such as civic groups, foundations and religious organizations.
Service area: Frisco, Plano, McKinney, Wylie, Collin County, Dallas, Dallas–Fort Worth
About
Joe Hockaday
Joe C. Hockaday is a Certified Public Accountant in Frisco. He earned his BBA at Southern Methodist University in 1981, began as a staff accountant in the audit division at Ernst & Whinney, and has served individuals and small to mid-sized businesses for more than 35 years.
His firm handles tax returns, QuickBooks bookkeeping, payroll and tax planning through its Optima Program, and represents clients in IRS and Texas audits. Clients get a named accountant and work through a secure online portal, and the first consultation is free. The team of more than two dozen includes former CFOs, auditors and bank managers.
Why clients choose Joe
- More than 35 years of experience, starting in Big Eight audit at Ernst & Whinney, with a Dave Ramsey ELP endorsement and a two-time best-CPA-in-Frisco vote stated by the firm
- Tax preparation, bookkeeping, payroll, tax planning and IRS representation in one local office with a secure client portal
- Pricing described as fair and typically below the big chains, with a free first consultation
Works alongside: Works alongside financial advisors, attorneys, bankers, insurance agents, realtors and payroll and HR providers.
Member of BNI Preston Center since 2007.
FAQ
Questions people ask Joe
Does Joe work with businesses or only individuals?
Both. The firm prepares individual and business returns and provides bookkeeping, payroll, planning and consulting to startups, small businesses and mid-sized companies, as well as nonprofits.
What is the Optima Program?
The firm's proprietary tax-planning service for family-owned and self-employed businesses, using IRS-compliant strategies such as legitimately employing family members. The firm says qualifying taxpayers can save $2,000 to $20,000 or more a year; a published case study shows a family of four saving over $6,000.
Can the firm help if I am being audited?
Yes. Hockaday CPA represents clients in IRS disputes and in Texas sales tax, Texas Workforce Commission, state unemployment insurance and Department of Labor audits.
What does a first meeting cost?
The initial consultation is free. The firm does not publish fee schedules; it describes its pricing as fair and typically below the big chains.
Where is the office?
9555 Lebanon Road, Suite 302, Frisco, TX 75035. Documents can be exchanged through the firm's secure online client portal.
Contact
Reach Joe
CompanyJoe C. Hockaday, CPA
Phone214-705-2095
Websitehockadaycpa.com
Office9555 Lebanon #302, Frisco, TX 75035
GoogleBusiness listing
Email goes through the referral form so the chapter can record the introduction.
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